Rob MacEwan and David Masri
Directors @ Plative
When Plative entered the ERP space, NetSuite was an obvious choice, it’s a top tier ERP, its cloud-based, and from a user base perspective, it has significant overlap with Salesforce. As you can imagine we do quite a bit of NetSuite/Salesforce integration work and depending on the requirements, the project can be time-intensive. That’s why we were thrilled when Salesforce announced the NetSuite connector for Einstein Analytics. Not only can we use that connector to build great dashboards using NetSuite data, but we can also mash that data up with Salesforce data to build cross-platform dashboards! Furthermore, we can surface that data anywhere in Salesforce, as it relates to any record, all without code! This sometimes eliminates the need to build one-way NetSuite to Salesforce integrations.
If you are doing any kind of Einstein Analytics work, you are probably a Salesforce person (Like me!), and if you are going to give the NetSuite connector a try, you’d start here. Like me, you’d probably think this looks easy enough until you get to the section of the docs that says:
“NetSuite connections use token-based authentication to access NetSuite. To create access tokens, first create an integration in the NetSuite account and enable token-based authentication for it. You can then create access tokens for this integration.”
In addition to the above, you have to configure a few other things like object-level rights and REST APIs. If I didn’t have access to someone who is well versed in NetSuite development, it would have been a struggle to figure these requirements out. Lucky for me we have quite a few expert NetSuite mechanics here at Plative, and lucky for you, our very own Rob MacEwen has agreed to write the next section on this article walking you through the NetSuite side of the setup.
Remember the following info as we’ll need it later:
Ok, take it away Rob!
To configure the NetSuite side of the integration, follow these instructions:
You now have all the information you need to provide your trusted Salesforce guru to connect Einstein and benefit from its power.
Back to you, Dave!
Thank you Rob!
Now that the NetSuite bundle is installed, and the security is all set, we can go ahead and create the connection in Einstein, It’s really easy, just follow the wizard.
From the Data Manager Page, Add a connection (see the image below):
This starts the connection Wizard
We now have a connection to NetSuite configured and we’re ready to add all our objects as Edgemarts. The wizard will automatically start the set up for a new object, but we can always add objects later, just come back, click “Connect to Data” again and select our saved connection.
The wizard will automatically start the set up for a new object, then It will ask us to select the object and then the fields as shown below (I selected Invoice):
We now have an EdgeMart for the invoice object! (Note: we do need to run the EdgeMart replication sync before we can use it. It can take a bit of time to run, so be patient.)
That’s it! we can now bring the Edgemart into a dataflow, perform all our transformations, and of course join it to our Salesforce data. Here you can see we joined the invoice data to the Salesforce Account object after doing some basic data transformation and filtering. The join was Based on the NetSuite CustomerId, which I keyed into an external Id field on the Salesforce Account records.
Now that we have access to all our NetSuite data in Einstein Analytics. we can go crazy building all our dashboards, and even embed one right into the Account page as I did in the image below (and at the header of this blog)
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Combine NetSuite and Salesforce Data In Einstein Analytics