Salesforce Field Service Lightning and NetSuite Integration

Breadwinner’s Salesforce-native integration with NetSuite has been specifically designed to work with Field Service Lightning.

Work Anywhere

Agents in the field can work on iPads and smartphones, while office representatives access the full power of Salesforce on desktop. Breadwinner for NetSuite enables seamless data integration regardless of device or location.

Field representatives with offline Salesforce enabled can review NetSuite data fully replicated into Salesforce as standard objects and records.

Automation and Guided Wizards

Breadwinner offers full automation and extensibility alongside guided wizards for edge cases outside standard automation designs. Approval and final review can be achieved through the guided wizard feature.

Users can create NetSuite Sales Orders or Invoices from Field Service Work Orders or any standard or custom Salesforce record using either Breadwinner’s Automation or Guided Wizard.

Full Data Replication

Creating records in NetSuite from Salesforce data represents only part of the integration. Breadwinner ensures all Sales Orders and Invoices are visible in NetSuite, allowing field and office staff to view historical records and easily determine invoice status. Invoices from NetSuite can be downloaded as PDFs.

Live NetSuite inventory is available as native Salesforce data and custom pages, replicated live from NetSuite and accessible to reports, dashboards, triggers, and flows as custom object records.

Credit Memos, Line Items, RMAs, Payments, and other NetSuite objects are replicated to Salesforce for live reporting through Breadwinner’s pre-structured native objects.

Why choose Breadwinner?

• Lightning-fast Integration with minimal manual setup
• Native Salesforce integration with ERP and Financial Systems.
• Unified view of financial and operational data.
• Certified by Salesforce, and featured on AppExchange