NetSuite + Salesforce Integration: One System, Full Insight

Break down the wall between sales and finance. Sync accounts, invoices, and orders in real time to eliminate double entry and data gaps. Give teams complete visibility into the customer journey. From lead to revenue, without switching systems.

Two-way sync in NetSuite or Salesforce

  • Two-way synchronization between Salesforce objects and NetSuite records.
  • Sync standard & custom fields
  • Automatic updates on both sides.
  • Configurable sync rules (flexibility for admins).
  • Supports 1-to-Many and Many-to-Many relationships
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Powerful Features, Simple Setup

Core Integration & Sync

  • Salesforce → NetSuite: Triggered via Flow or UI.
  • NetSuite → Salesforce: Automated updates (Create, Update, Delete) are reflected in Salesforce immediately based on mapped fields.
  • Secure Authentication (TBA). Uses NetSuite’s Token-Based Authentication (TBA) and Salesforce OAuth 2.0 for a secure, password-less connection. Compliant with modern NetSuite security standards.
  • ERP Context Mapping. Native support for complex ERP structures: Subsidiary Mapping, Multi-Currency Support, Pricebooks, State/Country, and Work Calendar alignment.
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Automation Engine

  • Flexible Object Mapping. Connect any Salesforce Object (Standard/Custom) to NetSuite Records (e.g., Salesforce Product ↔ NetSuite Item). Supports 1-to-Many and Many-to-Many relationships.
  • Sync Automation Rules. Define precise rules for synchronization (e.g., “Only sync Accounts with Type = Customer”). Includes Field Reference (dynamic) and Default Value (static) mapping options.
  • Native Salesforce Flow Support. Provides a dedicated Apex Action (NetsuiteObjectHandler) for Flow Builder. Allows Admins to build logic like “When Opportunity closes -> Create NetSuite Sales Order” without writing code.
  • Bulk & Hierarchical Sync. Supports processing collections of records and child elements (e.g., syncing an Opportunity along with all its Opportunity Products as Line Items in NetSuite).
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UI & User Experience

Interactive LWC Component. A powerful widget on the Record Page. Users can:

  • Create: Generate a new NetSuite record from Salesforce.
  • Link: Search and link to an existing NetSuite record.
  • View: See live NetSuite data fields directly in Salesforce.
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User Experience & Licensing

  • Deep Linking & Navigation. Automatically generates direct links to the connected NetSuite record. Configurable Custom Metadata ensures the link opens the exact record type (e.g., Inventory Item vs. Service Item) in NetSuite.
  • Customizable UI Layouts. Admins can configure which fields are visible in the Salesforce component and apply filters to search results (e.g., “Show only Active Customers”).
  • Trial & License Management. Built-in license checks with a 1-month trial period. Manages active/inactive status directly within the General Configuration.
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Security & Monitoring

  • Token-Based Authentication (TBA) and OAuth
  • Role-based access controls for configuration and sync actions
  • Encrypted, secure API communication
  • Audit-friendly logging for compliance
  • Detailed logs of sync operations
  • Error tracking & retry mechanisms
  • Sync status dashboards
  • Performance analytics
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Integration Without Complexity

Try our easy-to-install and easy-to-use Salesforce NetSuite Connector

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AI-Powered Solution

The only connector with built-in multi-AI capabilities to intelligently enrich, analyze, or automate Salesforce-NetSuite workflows.

Highlights:

  • Native support for OpenAI/ChatGPT, Gemini, ChatPDF
  • Add any additional AI provider at no extra cost
  • AI-powered data enrichment, summarization, insights, and automation
  • No-code configuration for AI actions inside workflows
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Why Peeklogic Connector for Salesforce and NetSuite?

  • Sync 50+ entities (standard and custom) across Salesforce and NetSuite (Supports 1-to-Many and Many-to-Many relationships)
  • 4 different Apex actions – NO CODING Automation process for this, either one-way or bi-directional synchronization
  • Reporting feature
  • Secure Authentication (TBA)
  • ERP context mapping
  • Bulk & hierarchy sync
  • Free Trial
  • Customization of Sync and UI Layouts
  • Secured by HIPPA, ISO, GDPR

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    Frequently Asked Questions

    How does the Peeklogic Connector ensure data security between Salesforce and NetSuite?

    The Peeklogic Connector operates directly between two systems, bypassing third-party intermediaries. This direct connection ensures that your data remains secure and confidential. Additionally, Peeklogic LLC guarantees that all data between Netsuite and Salesforce through the Connector remains private, with no access or visibility by our team.

    Can the Peeklogic Connector sync data in real-time between Salesforce and NetSuite?

    Yes, the Peeklogic Connector is designed to sync data in real-time due to Netsuite and Salesforce integration.  This feature ensures that your sales and finance teams always have access to the most up-to-date information, reducing errors and improving overall efficiency.

    Is the Peeklogic Connector scalable for growing businesses?

    Absolutely. The app is built to accelerate your business. It can integrate Salesforce with your ERP, accommodating increased data volumes and additional users without compromising performance, ensuring a smooth and efficient integration as your business expands.

    How does the Peeklogic Connector streamline sales order and invoice processing?

    The Peeklogic Connector eliminates time-consuming manual data entry by automatically synchronizing sales orders and invoices between systems. This ensures accurate product information transfer while reducing processing delays and financial transaction errors.

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