Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Should NetSuite customer records/hierarchy match the account records/heirarchy in Salesforce?
We are long time users of both NetSuite and Salesforce. When the two systems were originally configured (before my time), they chose to create a custom record type "client" in Salesforce that is linked to a salesforce account record. The custom client records have 1 to 1 matching customer records in NetSuite. So each custom client record in SFDC has a corresponding NS customer record.
This approach obviously doesn't take advantage of the heirarchy capabilities of both systems. (NS can have nested parent/child customer record heirarchies, and SFDC can do the same with account records)
Seems like the best approach would be to have the 2 systems match, with every SFDC account record having a corresponding NS customer record, with matching parent/child account/customer hierarchies.