System of Record for Products and Pricing
As outlined on the Connector Questionnaire and as discussed in the Overview Call, one instance, either Salesforce or NetSuite must be set as the System of Record for Products and Pricing (NetSuite describes them as Items). The nature of the products your business sells and the pricing structure that is used will determine which system fits best. The use of NetSuite is our best practice recommendation.
• Salesforce: The Salesforce functionality is based around the use of Price Books and provides limited options for product types. Please see the Overview Call slides for a review of the functionality.
• NetSuite: The NetSuite functionality provides multiple different product types as well as the possibility of using assembly items and other complex item types. Please see the Overview Call slides for a review of the functionality.
Last modified date: 12/14/2021