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Home > Case Study > Boomi Integration Between Salesforce, NetSuite and RevSym

About the Client

Exabeam help security teams work smarter, allowing them to detect, investigate and respond to Cyber attacks in 51 % less time. Security organizations no longer have to live with excessive logging fees, missed distributed attacks and unknown threats, or manual investigations and remediation.

Business Challenges

  • No Standardized Integration platform
  • Complex account process
  • Multiple applications involved
  • High Volume Data in RevSym
  • Complex Order Management including Product Bundle, deletion, and back update of Sales order in Salesforce
  • Complex Mapping and data conversion
  • RevSym Access Token Generation to trigger and allow the Integration to access RevSym Application
  • No Custom API available for RevSym

Business Requirements

  • Automate various process manual activities between Salesforce and NetSuite using Boomi iPaas
  • Provide end to end integration for Account, Contact, Sales order, Product, Credit Memo, Invoices, Payment and opportunity process integration between Salesforce and NetSuite
  • Automate the revenue recognition process between Enterprise applications like Salesforce and RevSym.
  • Provide end to end integration for Invoice memo, credit memo, sales order and opportunity information in the Revenue Automation Platform(RevSym)
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The Solution

  • Designed and Implemented the solution to create Salesforce Opportunity to NetSuite sales order.
  • Implemented two integrations to create Business Event and Contract in Revsym and to Get Net Balance report data while creating BBR Forecast Summary at Salesforce Side.
  • Designed and Implemented Financial Transaction Integration which will get NetSuite Invoice, Payment and Credit Memo data and create it at Salesforce side.
  • Created Global flow for Access Token Generation for RevSym Application.

The Benefits

  • Streamlined & Integrated solution for account, contact and sales order creation
  • Faster, Cost effective and less maintenance platform
  • Scalability and Customizable Architecture to deal with future needs or Technology upgrade
  • To access RevSym Application needs to use REST API to generate the Access Token

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