Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
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.