About 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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