Oracle NetSuite To Salesforce Connector
Oracle NetSuite to Salesforce ConnectorInteractive demoLet’s discover how Salesforce is automatically synchronized with NetSuitefor immediate visibility into contact, opportunity, and order data for:Faster time to cashBetter operational e!ciencyReduced duplicate data entry errorsImproved compliance and reporting accuracyFlexible support for custom "eldsExtensible to other applications with Oracle IntegrationTry it nowContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
backforwardKey di"erentiators:Why Oracle NetSuite for integration?#1 Be!er data security: Eliminate concerns associatedwith third-party integration providers that pull your dataoutside the Salesforce-NetSuite ecosystemContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
backforwardKey di"erentiators:Why Oracle NetSuite for integration?#1 Be!er data security: Eliminate concerns associatedwith third-party integration providers that pull your dataoutside the Salesforce-NetSuite ecosystem#2 Trusted NetSuite experts: Built by Oracle NetSuite—no one knows NetSuite be!er than we do#3 Gartner iPaaS Leader: Oracle NetSuite is aconsistent leader in the Gartner Magic Quadrantfor integration platform as a serviceContinueContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
I’ll demonstrate how this connector pushesall necessary NetSuite data into Salesforceinstead of having to wait for email or phonereplies from my !nance manager.And it’s bi-directional. Changes ineither Salesforce or NetSuite are instantlyupdated in the other application.Salesforce sales repGreat, let’s go! Try it for yourselfby selecting “Continue”.NetSuite !nanceContinueContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteWe have a new “Opportunity” in Salesforce.Let’s see how it advances, and how data!ows to NetSuite and back to Salesforce.Click “New”Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteType in any Opportunity Name you like“(For example: 5G Bundle).”Then hit “Enter” to con!rmContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleNew CustomerPhone InquirySelect “Value Proposition”Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleValue PropositionNew CustomerPhone InquiryClick “Save”Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleOpportunity was created.5G BundleValue PropositionContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleValue PropositionNext, add products for this Opportunity.Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleValue PropositionThanks to price book integration,easily con!rm Standard.Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleValue PropositionITM-19770ONS-ITB-EEFSAdd a product to your Opportunity.Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleValue PropositionFinish adding the Product.ITM-19770Contact SalesONS-ITB-EEFS 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle1 file was added to the Opportunity.5G BundleValue PropositionITM-19770Salesforce sales rep:347DD2No more emailing quotes, POs, SLAs, or otherdocuments. A!ach directly in Salesforce andthey appear in NetSuite.ContinueContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleValue PropositionITM-19770And now the magic starts.Set Opportunity to “Closed”Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleClosedITM-19770Click “Select Closed Stage”Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleClosedITM-19770Let’s finalize the closeContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleStage changed successfully.5G BundleClosed WonAnd now the integration kicks inContact Sales 2020 OracleITM-19770ContinueTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleClosed WonITM-19770Let’s see more informationContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleSalesforce sales rep:5G BundleAll relevant Salesforce opportunity dataITM-19770has been sentto NetSuite, and NetSuitesales order data has also been pushedback into Salesforce.Closed Won5G BundleKey di!erentiator #1:Be"er data securityData never left the Oracle NetSuite Salesforce ecosystem, eliminating securityconcerns of sharing customer data withexternal third-party integration vendors.ContinueContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleLet’s seehow the Salesforce opportunity5G Bundlewas converted into a NetSuite order byswitching over to NetSuite.Closed WonClick NetSuite tabITM-197705G BundleContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteThe “Reminder” to the left showsthere’s an order to approve.Click Search to find itContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteSelect order to locateContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteHere we see the orderpricing and details.NextITM-19770Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteNext, let’s see more Salesforce informationautomatically pulled into NetSuite.ITM-19770Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteNetSuite !nance:Now !nance professionals can easily speaksales rep language with Salesforce Opportunityand Order IDs in NetSuite, eliminating emailsand phone calls.Open Activities tabContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteThe Connector has conveniently importedthe quote PDF from Salesforce into NetSuite,so !nance teams can access them directly.Key di!erentiator #2:Trusted NetSuite expertsSince the Connector is built by Oracle NetSuite,!le version mismatch concerns are minimized.ContinueContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteNow, let’s fulfill the orderContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteITM-19770Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteNetSuite !nance:Behind the scenes, the Connector pushedNetSuite data to Salesforce, so sales repsno longer need to request status updates.NextContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteLet’s bill the customerContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteThen, accept the paymentITM-19770Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteThe Connector supports both“Partial” and “Complete” payments.Let’s complete the paymentContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuiteNetSuite !nance:Great news––all useful data for Saleswas instantly sent back to Salesforce.Click Salesforce tabContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G Bundle5G BundleClosed WonClick Order 00000301to see detailsITM-19770Contact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleAll the NetSuite order detailsare right here in Salesforce.NextContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
SalesforceNetSuite5G BundleAnd here we see from inside Salesforcethat NetSuite set the Transaction Statusto “Paid In Full.”Next5G BundleContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
xxxxSales can stay up-to-date oncustomer !nancial data withoutemailing !nance.5G BundleClick to loadContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
xxxxxAll the details from NetSuite areat your !ngertips in Salesforce.Key di!erentiator #3:[CUSTOM NAME]GartneriPaaS LeaderOracle NetSuite is a consistentleader in the Gartner MagicQuadrant for integration platformas a service.FinishContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx.What’s next?You’ve seen how Oracle NetSuite to Salesforce Connectorautomatically synchronizes Salesforce with NetSuite.Now, experience these Key Di"erentiators for yourselfand discover what’s next:#1 Be!er data security: Eliminate concerns associatedwith third-party integration providers that pull your dataoutside the Salesforce-NetSuite ecosystem#2 Trusted NetSuite experts: Built by Oracle NetSuite—no one knows NetSuite be!er than we do#3 Gartner iPaaS Leader: Oracle NetSuite is aconsistent leader in the Gartner Magic Quadrantfor integration platform as a serviceLearn moreContact Sales 2020 OracleTerms of Use and PrivacyCookie PreferencesAd Choices
either Salesforce or NetSuite are instantly updated in the other application. I'll demonstrate how this connector pushes all necessary NetSuite data into Salesforce instead of having to wait for email or phone replies from my !nance manager. Great, let's go! Try it for yourself by selecting "Continue". Salesforce sales rep NetSuite !nance
customers upgrading from older installations for the Salesforce Commerce Integration (managed package version 7 and earlier) to the new Oracle CPQ Connector for Salesforce (managed package version 8 and later). The Oracle CPQ Connector for Salesforce is also sometimes referred to as the Salesforce Connector or Salesforce Lightning Adapter.
NetSuite WMS Lite Version Notes 1 NetSuite WMS Lite Version Notes The information and procedures in this guide are specific to NetSuite WMS Lite Version 16.1. For Version 15.2 information and procedures, see the NetSuite WMS Lite User Guide — Version 15.2. This section summarizes the changes to NetSuite WMS Lite between the noted version and the
Salesforce can be accessed from the Salesforce AppExchange . RingCentral for Salesforce version 5.x, 6.0, and later includes Salesforce Mobile App. This enables you to make calls via the Salesforce Mobile App with RingCentral's quality phone services. If your Salesforce is already configured for Salesforce Mobile App,
Oracle e-Commerce Gateway, Oracle Business Intelligence System, Oracle Financial Analyzer, Oracle Reports, Oracle Strategic Enterprise Management, Oracle Financials, Oracle Internet Procurement, Oracle Supply Chain, Oracle Call Center, Oracle e-Commerce, Oracle Integration Products & Technologies, Oracle Marketing, Oracle Service,
Understand the Salesforce Adapter. Salesforce Adapter Capabilities1-1. Salesforce Adapter Restrictions1-2. What Application Version Is Supported?1-3. Salesforce Adapter Use Cases1-3. Workflow to Create and Add a Salesforce Adapter Connection to an Integration1-3. Create a Salesforce Adapter Connection. Prerequisites for Creating a Connection2-1
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To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. You can pass the exams by following these easy steps. Step 1: Complete the Salesforce training course Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce
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