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case studies

GeneralPublished on: Fri Feb 10 2023

Providing seamless data flow solutions through Salesforce & NetSuite Integration

Business Scenario

The client is a software development firm-based offering an innovative and customized solution for timekeeping & payroll management, production tracking, and other products to track their efficiency. They wanted to integrate the Salesforce CRM and NetSuite ERP without using middleware to maintain data consistency and seamless flow across all the platforms.

Client’s Challenges

·        The requirement was to integrate the Salesforce CRM and NetSuite ERP without using middleware.

·        Undefined data flow requirements due to changing business requirements.

Hexaview’s Solution

Hexaview successfully performed the following activities:

·        Utilized custom coding techniques to ensure the scalability of data flow in the future.

·        Fabricated custom Rest-based endpoints into NetSuite via Restlet to create customer data into Salesforce

Impact of the implementation team

·        Using custom codes instead of middleware technologies paved the way to save a high amount of development & maintenance costs of data flow in the future.

·        With the integration between Salesforce sandbox & NetSuite sandbox, a direct and real-time data flow is enabled between the two sandbox systems.

Key Success Factors

·        An energetic development team with expertise in Salesforce & high business acumen.

·        A comprehensive evaluation of business as well as technical requirements.