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Customer record synchronization issues between NetSuite and Salesforce create duplicate accounts, missing data, field mapping discrepancies, and data quality problems that compromise sales operations and customer service.
Here’s how to identify, resolve, and monitor customer data sync issues with automated comparison tools and ongoing data quality management.
Address customer record synchronization challenges using Coefficient
Coefficient addresses customer record synchronization challenges through robust data import capabilities and automated refresh systems that provide tools to identify and resolve discrepancies between NetSuite and Salesforce customer data. The platform enables comprehensive data import using Records & Lists for complete NetSuite customer records with parallel account import from Salesforce for side-by-side comparison and automated discrepancy detection.
How to make it work
Step 1. Import comprehensive customer data from both systems.
Use Records & Lists to import complete NetSuite customer records with all fields including custom identifiers, sync status, and linking fields. Import corresponding Salesforce account data with matching fields for direct comparison.
Step 2. Set up automated comparison views.
Create side-by-side data views to identify mismatches in customer information including duplicate detection, field mapping discrepancies, and missing records that exist in one system but not the other.
Step 3. Apply data quality validation.
Use filtering capabilities to focus on recently modified or problematic customer records. Preview functionality helps validate customer data quality before full import and identifies inconsistent formatting or incomplete records.
Step 4. Create sync exception monitoring.
Set up conditional formatting to highlight sync exceptions and create comparison formulas to identify mismatches automatically. Use custom field access to import NetSuite fields containing Salesforce IDs or sync status indicators.
Step 5. Establish ongoing sync health monitoring.
Configure automated daily refresh to monitor ongoing sync health and track sync success rates over time. Identify patterns in sync failures and maintain audit trails of customer record changes across both systems.
Transform reactive sync troubleshooting
This approach transforms reactive sync troubleshooting into proactive data quality monitoring with automated detection of customer record discrepancies. Start resolving your customer sync issues today with automated data quality management.
