Case Study
Salesforce, Financial Force and Oracle NetSuite ERP Integration with Boomi
Download Case StudyAbout the Client
Idaptive provides web-based application single sign-on, multi-factor authentication (MFA/2FA), and analytics-based around a zero-trust security model. Idaptive’s single sign-on product focuses on the traditional SAML protocol and has thousands of connectors to applications.
Benefits
- Easy to sync all data in one click for the customer, contact, opportunity role, Bill to and ship to contact sync
- Exception emails/ alerts regarding the automated process are sent to the desired users.
- The business user can sync multiple PDF documents between source and target
Services
- Developed a real-time integration solution to trigger the flow using a button developed on Salesforce Classic and Lightning component to Sync data between Salesforce and NetSuite
- Developed a single process to sync Financial force data like Billing event and milestone using scheduled batch processing
- Each integration process developed to handle the multiple business rules with ease of updating information using extensions
- Developed Exception Handling & Email Notifications
Business Requirements
- Automate various manual activities between Salesforce, Financial Force and NetSuite using Boomi iPaas
- Move integrations from Celigo integrator.io to more flexible and scalable Boomi platform
- Provide end to end real-time/scheduled integration between Salesforce and NetSuite for Account, Contact, Sales order, Product, Credit Memo, Invoices, Payment and opportunity objects
- Provide end to end scheduled integration between Financial Force and NetSuite for billing event, Milestone & Exchange Rate objects
- Integrate the attachments for all objects between Salesforce, Financial Force and NetSuite
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