Breadwinner enables you and your team to Query NetSuite customer data in Agentforce in real time. The old way of digging through ERP and CRM systems to find what you need is over. That’s where conversational AI – Agentforce is enabling enterprise customers to completely change how they do business by connecting silos of information from tools like NetSuite and Salesforce with intelligent Agentforce agents.
How Querying Netsuite Customer data in Agentforce saves time
Internal teams benefit immensely from having a direct link to Netsuite by:
- Reducing Manual Effort: Replacing the need to search for data or run reports manually, the AI agent retrieves the required information in seconds.
- Streamlining Communication: Teams no longer need to bounce between systems or escalate queries. The agent consolidates data from NetSuite and Salesforce into a single, easy-to-use interface.
- Improving Productivity: Time saved on routine tasks can be redirected toward more strategic and value-adding activities, such as nurturing customer relationships or optimizing workflows.
- Minimizing Errors: Automation and predefined business logic reduce the risk of human errors, ensuring that actions like creating purchase orders or retrieving customer data are performed correctly every time.
We think we might be the first to enable querying customer information from NetSuite through an AI conversation!
With this setup, users can interact with an agent via text and inquire about customer data stored in NetSuite. Breadwinner’s live replication technology ensures that up-to-date data from NetSuite is readily available in Salesforce, making the interaction seamless and efficient.
What types of queries between Agentforce and Netsuite can be done?
The AI agent can answer specific customer questions about contact information, payment terms, outstanding balances, and more. Thanks to the integration, the agent can also provide the last time a customer’s information was synced between NetSuite and Salesforce, ensuring transparency and accuracy.
But the agent can also perform complex operations, such as aggregating customer data across regions or customer types, providing trends, and even identifying anomalies like overdue balances or tracking order delivery status.
Query Invoices in Agentforce
Using Agentforce integrated with your ERP, you can easily query customer invoices in real-time. For example, simply asking, “What are the unpaid invoices for Customer XYZ?” will return a list of outstanding invoices, complete with details like invoice numbers, amounts, due dates, and payment status. This allows teams to quickly address overdue payments and maintain a clear view of the customer’s financial standing without manually searching through records.
Query Orders in Agentforce
Agentforce enables instant access to customer orders. With a simple command, you can retrieve details such as order numbers, dates, products, quantities, and statuses (open, fulfilled, or back ordered). This real-time visibility ensures that customers and teams are always on the same page regarding current and historical orders, enhancing customer service and operational efficiency.
Query Tracking Numbers in Agentforce
Tracking shipments has never been easier. When you ask Agentforce, “Where is the shipment for Order #12345?” the system retrieves tracking numbers, carrier information, and tracking links directly from your ERP. This allows you to provide customers with real-time updates and helps internal teams monitor deliveries seamlessly.
Query Inventory Location in Agentforce
For inventory management, Agentforce allows you to find where products are stored. A query like, “Where is Product XYZ located?” will return the relevant inventory location, whether it’s in a specific warehouse, regional fulfilment centre, or another storage site. This functionality is invaluable for streamlining order routing and optimizing logistics.
Query Inventory Levels in Agentforce
Agentforce gives you real-time visibility into inventory levels. By asking, “How much of Product ABC is available?” you’ll see current stock quantities and whether the item is nearing its reorder threshold. This capability ensures that your team can prevent stockouts, fulfil orders efficiently, and make smarter inventory decisions.
Query RMAs in Agentforce
Agentforce streamlines the returns process. By asking, “What is the status of RMA #56789?” you can access all pertinent information, such as the return reason, its current status (pending, approved, or completed), and any related refund or replacement records. This facilitates a clear and efficient return experience for customers and internal teams alike.
Why is having Netsuite customer data access in AgentForce important?
Agentforce integrated with Breadwinner, transforms how internal teams access ERP data by providing real-time visibility into invoices, orders, inventory, and returns, all seamlessly synced between Salesforce and NetSuite. Breadwinner ensures data accuracy and eliminates delays, enabling teams to make smarter decisions while respecting permissions and maintaining security. This streamlined access reduces manual effort, improves response times, and allows teams to focus on high-value tasks, boosting productivity and enhancing customer satisfaction.
Salesforce Agentforce NetSuite Customer Sync Insights
With a simple query, the agent can provide:
- A customer’s profile details.
- Information on their last transaction or interaction.
- The timestamp of the last data sync between NetSuite and Salesforce, ensuring users know the freshness of the data.
For instance, if a sales rep asks, “When was the last sync for Acme Corp?” the agent will retrieve and display this information instantly, along with any updated details from NetSuite.
Permissions and Security
Salesforce’s Trust layer governs access to NetSuite customer data. The agent ensures that users only access records they can view based on org-wide permissions, per-user settings, or per-profile settings. This guarantees that sensitive customer data is protected and available only to authorized personnel.
What This Means
With AI Agents, interacting with customer data in CRM and ERP systems becomes intuitive and fast. The need for traditional UI/UX is being replaced by intelligent agents capable of providing real-time insights and executing complex tasks.
- Human errors are minimized by enforcing permissions and guardrails.
- Operational efficiency increases as agents can instantly retrieve, aggregate, and update customer data.
- Business decisions are enhanced by providing up-to-date and actionable information directly to users.
This innovation is another step toward transforming how humans interact with Accounting, ERP, and CRM systems, empowering businesses to work smarter and faster.