Connecting Salesforce to NetSuite Sample Flow using TIBCO Cloud Integration

Introduction:

This TIBCO Cloud? Integration - Connect app queries Salesforce accounts and uses them to create customers in Netsuite. All of the steps in the flow are detailed in the flow itself. There are utility and functionality explanations in the description fields for each of the blocks defined in the flow.  

IMPORTANT: Running this application modifies data in your NetSuite account by adding Salesforce Accounts to NetSuite Customers. If you do not want to alter data in your NetSuite account, the best practice is to sign up for a trial version of NetSuite to use with this flow.

Pre-Requisites:

• A trial or paid subscription for TIBCO Cloud? Integration - Connect.
• A trial or paid NetSuite account with permissions to create records.
• A trial or paid Salesforce account.

If you are using a trial subscription to TIBCO Cloud? Integration - Connect, you should already have a Cloud Agent installed.  If not, install a Cloud Agent. See Provisioning a Cloud Agent in the help for more information.


Step 1: Install Connectors(if not installed already)

Connectors allow TIBCO Cloud ? Integration - Connect to communicate with other systems, like Salesforce.

Select Marketplace from the menu bar.

Apply the Connect filter in the filter section.

Use the Search field to find the Salesforce Connector.

Select it and click Get on the right side of the page.

Use the Search field to find the NetSuite Connector.

Select it and click Get on the right side of the page.

Step 2: Set Up Your Connections
A Connection is the configuration of the parameters required by the Connector to communicate with a specific application.

Note: If you have existing Salesforce or Netsuite Connections, you can use those instead of setting up new Connections. However, you might have to reassign Connections in the flow after creating the app.  

 Salesforce Connection

1. From the menu bar, select Connections.
2. Click the +Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
   • Select Salesforce and a pop-up appears. Fill in the required fields.  For detailed information about connecting to Salesforce, see the TIBCO Scribe® Online Connector For Salesforce help.
   • Name - Enter SalesForce.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection.
   • User - Enter your username (email address)
   • Password ? Enter your password
   • Security Token ? Enter your Salesforce security token ? Note: Your token gets refreshed after every password change.
   • Salesforce URL ? This field is pre-filled and ends with the version of the Salesforce API being used. It defaults to the highest version supported by TIBCO Cloud Integration Connect. 
3. Click Test to test your Connection and then OK to exit and save your Connection configuration.

NetSuite Connection

1. On the Connections page, click the +Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
2. Select NetSuite (CData). For detailed information about connecting to NetSuite, see the TIBCO Scribe® Online Connector For NetSuite (CData) help.
   • Name - Enter NetSuite.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection.
   • AccountID ? Enter your NetSuite Account ID
   • User - Enter your username (email address)
   • Password ? Enter your password
   • RoleId ? Enter your roleId (leave it empty to use the default UserRole for your user)
   • Additional Parameters ? If required, enter additional parameters
3. Click Test to test your Connection, and then OK to exit and save your Connection configuration.

 
Step 3: Import a Lookup Table

All apps are different. Some allow users to manually enter their data, while others work with drop-down lists to maintain a level of consistency. In this example, NetSuite uses a list of all the countries. The lookup table file consists of two columns, the ISO Alpha 2 codes and the NetSuite values for each country.

For example: US - > _unitedStates.

Note: If your source (Salesforce) doesn?t have the ISO Alpha 2 code values it sets the country to the United States by default. This can be changed based on your requirements.

1. Locate the countrycodes.csv (attached as a zip file to this document).
2. Click Environment & Tools on the menu bar.
3. Select Lookup Tables.
4. Select +New Lookup Table.
5. Name it CountryCodes.
6. Click Append.
7. Navigate to and choose the countrycodes.csv file.
8. Select Complete to import the Lookup Table entries.
9. Select Close to return to the Lookup Tables page.

Step 4: Complete the App 

1. Go to the marketplace and select the app Salesforce to NetSuite.
2. Click the Get icon. You are redirected to the Apps page where the app can be renamed (if needed).
3. Open the app.
4. Click the flow: SFDC Accounts -> Netsuite Customers to open it. If you created Connections with names that match the Connection names in the flow, you should not have to change anything. Note, you may need to wait for each Connector to retrieve its metadata.
   1. If a matching Connection cannot be found, a warning message displays. Select Reassign on the Gear menu  when hovering over the connector to choose a replacement Connection.
   2. You can review the flow Block by Block to see the logic used to integrate the data.
   3. Comments have been added in the description field to provide more information.
   4. Click Validate, Apply and then OK to save and close the flow.
   5. Your flow may still have the status of Incomplete. Click the shortcut menu for that flow and unlock the flow to enable it.
   6. If your flow still has the status of incomplete you may need to open the flow again and click Validate, Apply, and then OK.

Step 5: Test Your App

1. After closing the flow, wait for the App status to change from Preparing to Ready.
2. When the status says Ready, click the RUN button at the top of the Apps page to test your App. When the App starts, the RUN button turns grey and says STOP.
3. Click the Execution History tab to see the status of the running app. As the data is integrated, the Execution History is updated with the number of records processed. When the app is finished running, Execution History shows Completed Successfully if there were no errors.

You have now successfully completed the application and run a Salesforce to Netsuite, which creates leads in Netsuite customers.