Customer Success Story
Folio3 deployed Boomi Event Streams for a US-based nonprofit & media education organization to integrate NetSuite and Salesforce and eliminate platform interdependencies.
Company
Large-scale Nonprofit & Media Education Company
Partner
Folio3
Company Size
201-500
Industry
Nonprofit
Region
US
The organization’s Salesforce and NetSuite systems were connected directly with no system in between. This created a fragile setup that required manual intervention to keep things running. It drained staff time, put donor relationships at risk, and diverted resources away from the noble mission.
The direct link between Salesforce and NetSuite couldn’t handle growth. When one system slowed down or went offline, the other was affected too. This put donor data and daily operations at risk.
Since there was no separation between data extraction and processing of the two platforms, a glitch in Salesforce could freeze NetSuite, and vice versa. There was no safety net to absorb disruptions.
Information recorded in Salesforce didn’t always fit what NetSuite’s financial system expected. Fields didn’t line up due to different formats, and staff had to manually adjust data to make it work.
When errors occurred, there was no central way to capture, track, and systematically isolate transient processing errors on a per-flow basis. The team couldn’t tell which transaction failed or why.
When a transaction failed, data fell out of sync. Staff had to manually track down the issue and re-enter the information, which was a time-consuming, error-prone process that drained resources.
Folio3 replaced the fragile direct connection with Boomi Event Streams, which is a cloud-native integration platform that acts as a reliable bridge between Salesforce and NetSuite.
Folio3 used Boomi Event Streams to isolate the two platforms. Salesforce could extract data and NetSuite could process it without stepping on each other’s boundaries.
Established a consistent process for every piece of data that consists of Extract, Publish, Consume, Map, and Upsert pipeline across all data flows.
The system now automatically checks for missing dependencies, such as customers or projects, before processing main transactions, so it doesn’t fail due to incomplete data.
Configured independent producer processes to queue records and consumer processes to handle real-time confirmation write-backs to Salesforce.
Folio3 implemented a parent Try/Catch framework so that if a transaction fails, it’s automatically retried multiple times.
Connect with our NetSuite consultants to discuss your ERP integration needs. Our certified team will offer you a solution that fits your requirements and addresses your integration challenges.
The nonprofit organization traded a fragile point-to-point integration for a resilient, self-healing data pipeline, where every record is reliably accounted for without manual re-entry.
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