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Integrations Service Idea
Categories One-Off
Created by Evangeline Ulangca
Created on Dec 10, 2024

Bulk Address update for Dunning

Currently an address will sync over from Salesforce to NetSuite only with an agreement event. Dunning letters that need to be printed will require an updated address when being mailed out. However, due to address updates only occurring in NetSuite with an agreement event, there are addresses in NetSuite with stale data (considering Salesforce as source of truth).


Requesting a bulk update of identified accounts with bad billing addresses in NetSuite to realign address from Salesforce to NetSuite.

What is the problem?

Currently an address will sync over from Salesforce to NetSuite only with an agreement event. Dunning letters that need to be printed will require an updated address when being mailed out. However, due to address updates only occurring in NetSuite with an agreement event, there are addresses in NetSuite with stale data (considering Salesforce as source of truth).

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