Building on from previous posts -
Here I will sync Sales Cloud customer/contacts with Netsuite.
Essentially I will subscribe to the New Contact Event in Sales Cloud.
Here is an excerpt from the payload I receive in OIC -
AccountPartyId is the internal Sales Cloud Id for the Sales Account(Customer) -
FirstName/LastName refer to the Contact.
First step will be to check whether the Customer already exists in Netsuite.
I do that leveraging the Search supported by the OIC Netsuite adapter,
the workings of which is detailed here
If the customer already exists - I store the internalId from Netsuite in a process variable, I defined previously (Assign).
If not, I invoke the Sales Cloud adapter - SalesAccount (GET) using the
AccountPartyId as key.
I then create a new Customer in Netsuite, using the data returned from Sales Cloud.
For this simple example, I just use the OrganizationName.
I then store the internal id of the newly created Customer in the process variable mentioned above.
Finally, for both of the above cases, I create the new contact in Netsuite.
Very simple and easy to implement.
Sales Cloud Specifics
OIC Sales Cloud Connection - need to specify the EVENT URL -
Don't forget to register your OIC instance with Sales Cloud
csf-key is the concatenation of your OIC Identity Domain and your OIC Service Instance.
You can see this in the OIC About Box -
OIC Switch condition
Ok, now to testing -
I create a new Sales Account and contact in Sales Cloud.
I add a new contact -
Go to Monitoring in OIC -
Check out the audit trail -
Validate in Netsuite -