Displaying NetSuite Data Access in Salesforce Without Expensive Integration

A client was transitioning their sales team from NetSuite to Salesforce to reduce licensing costs.

However, the sales team still needed access to key NetSuite data, including:

• Item records with inventory quantities by location
• Invoices linked to sales orders (with printing capability)
• Fulfillment details for shipment tracking

The initial plan was to create custom Salesforce objects and integrate the data using Boomi — but this required a large budget, lengthy development, and ongoing maintenance.

We proposed a lightweight, cost-effective integration using:

1. SuiteLet in NetSuite
   • Generated a custom HTML page displaying the required records.
   • Included real-time inventory, invoice, and fulfillment data.
2. VisualForce Pages in Salesforce
   • Embedded the SuiteLet page directly into Salesforce.
   • Linked it to Order and Product objects so sales reps could view data instantly.
3. Direct Action from Salesforce
   • Allowed printing of NetSuite invoices directly from Salesforce without switching systems.

• Cost Savings: Eliminated the need for extra NetSuite licenses and heavy middleware integration.
• Speed: Delivered the solution much faster than a traditional integration project.
• User Experience: Sales reps accessed critical NetSuite data directly from Salesforce.
• Simplicity: No new Salesforce objects or fields required.