Versions Compared

Old Version 22

changes.mady.by.user Greg Walsh

Saved on

compared with

New Version 23

changes.mady.by.user Greg Walsh

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: reorganized sections

Table of Contents

...

  1. Navigate to the LogiSense Integration tab within Salesforce


  2. Click on the Edit button in the top right
  3. Enter the LogiSense instance URL in the Endpoint URL field. This should be the same one you entered in Remote Settings
  4. Set the Client Id value to: 044b8ad6006845c29446b2f18e5b5909
  5. For User Name and Password enter the LogiSense Billing credentials supplied by LogiSense
  6. Click the Test Connection button
  7. Once you receive a Success response, click Save

Importing Data from LogiSense Billing

...

  • Account Status Types
  • Account Types
  • Contact Types and Points
  • Countries and States
  • Owners and their Currencies
  • Bill Groups
  • AR Terms

Logs

LogiSense Requests (API Logs)

Each sync request between LogiSense and Salesforce is recorded on the LogiSense Requests tab in Salesforce. This screen contains records related to import of data in Salesforce from LogiSense as well as syncing of Account and Opportunities from Salesforce to LogiSense.

...

From this screen you can see which requests were successful vs. failed within the Status column (Note: switch your list view to 'All' if you do not see the Status column). If a request failed, the reason can be found by clicking on the LogiSense Request Name which will show you the Request Error Logs within a Related list.

Background Data Sync

To enable background syncing navigate to the LogiSense Integration tab and click on the Start Data Sync button. 

Image Removed

Once Accounts and Contacts have been synced between both systems, changes to either of these objects within Salesforce will automatically create a LogiSense Request Record in order to update the record in LogiSense. These records will show on the LogiSense Requests tab with a status of Waiting and will be picked up by the Scheduler for resyncing.

For accounts changing of the following fields will trigger an automatic resync:

  • Name
  • Type
  • Status
  • Bill Group
  • AR term
  • parent account
  • Usage or Subscription invoice recipients
  • Any custom fields that were mapped between both systems
  • Contact update changes to mapped contact fields/when a new contact is added or deleted

Background Data Sync Frequency

By default the scheduler in the LogiSense app is set to a 15 minute interval. In order to change this within Salesforce:

...

Remember that this only works from Salesforce to LogiSense, meaning that if any changes are made to Accounts or Contacts within LogiSense are not pushed to Salesforce. Therefore it is recommended that the Salesforce instance be the master for any Account/Contact updates or hierarchical structure.

Account Field Mapping

Additional native or custom fields from the Account object in Salesforce can be mapped in order to sync with LogiSense Billing when account data is pushed (account data is only pushed down from Salesforce, it is not pulled or pushed from LogiSense Billing).

...

  1. Navigate to the LogiSense Integration tab
  2. Click on the Account Extensions button
  3. Click the Add Mapping button
  4. Select the Salesforce Field
  5. Enter the LogiSense Field value
    • Value entered in the 'Column Name' field for the custom field on the Account entity in LogiSense Billing
    • This value cannot have spaces and must start with a lowercase letter (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)
      Image Removed
  6. Continue steps 3-5 above for each field mapping
  7. Click Save

Package Field Mapping

LogiSense Package Frequency custom fields can be mapped to any custom fields created on the native Salesforce Product object.

...

  1. Navigate to the LogiSense Integration tab
  2. Click on the Product Extensions button
  3. Click the Add Mapping button
  4. Enter the LogiSense Field value
    1. Value entered in the 'Column Name' field for the custom field on the Package Frequency entity in LogiSense Billing
    2. This value cannot have spaces and must start with a lowercase letter (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)
      Image Removed
  5. Select the Salesforce Field to map to
  6. Continue steps 3-5 above for each field mapping
  7. Click Save

Contact Field Mapping

By default the only fields that will sync from a Contact perspective are the Name, Title and Type fields. All other fields require mapping to be configured within Salesforce.

...

To configure mapping of additional contact data:

  1. Navigate to the LogiSense Integration tab
  2. Click on the Contact Point Mapping button
  3. Select the LogiSense Contact Type from the drop down
  4. Select the Salesforce Field for each contact point
    Image Removed
  5. Click Save
  6. Repeat steps 3-5 above for each contact type
  7. Once all fields across all types have been configured, click Close

Account Invoice List

As part of the default Salesforce for LogiSense app, all account invoices in LogiSense will be reflected back to a custom Visualforce page that can be added to the Account object.

Which columns are displayed and their names is customizable from the Invoice Configuration section on the LogiSense Integration tab.

  1. Navigate to the LogiSense Integration tab
  2. Click on the Invoice Configuration button
  3. Select which columns you would like to see in the Visualforce page
    Image Removed
  4. Optional, rename the Label value
  5. Click Save

...

Account Field Mapping

Additional native or custom fields from the Account object in Salesforce can be mapped in order to sync with LogiSense Billing when account data is pushed (account data is only pushed down from Salesforce, it is not pulled or pushed from LogiSense Billing).


To configure account field mapping:

  1. Navigate to the LogiSense Integration tab
  2. Click on the Account Extensions button
  3. Click the Add Mapping button
  4. Select the Salesforce Field
  5. Enter the LogiSense Field value
    • Value entered in the 'Column Name' field for the custom field on the Account entity in LogiSense Billing
    • This value cannot have spaces and must start with a lowercase letter (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)
      Image Added
  6. Continue steps 3-5 above for each field mapping
  7. Click Save

Package Field Mapping

LogiSense Package Frequency custom fields can be mapped to any custom fields created on the native Salesforce Product object.


To configure package frequency to product field mapping:

  1. Navigate to the LogiSense Integration tab
  2. Click on the Product Extensions button
  3. Click the Add Mapping button
  4. Enter the LogiSense Field value
    1. Value entered in the 'Column Name' field for the custom field on the Package Frequency entity in LogiSense Billing
    2. This value cannot have spaces and must start with a lowercase letter (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)
      Image Added
  5. Select the Salesforce Field to map to
  6. Continue steps 3-5 above for each field mapping
  7. Click Save

Contact Field Mapping

By default the only fields that will sync from a Contact perspective are the Name, Title and Type fields. All other fields require mapping to be configured within Salesforce.

IMPORTANT! All contact points for each contact type must be configured prior to syncing any accounts.

To configure mapping of additional contact data:

  1. Navigate to the LogiSense Integration tab
  2. Click on the Contact Point Mapping button
  3. Select the LogiSense Contact Type from the drop down
  4. Select the Salesforce Field for each contact point
    Image Added
  5. Click Save
  6. Repeat steps 3-5 above for each contact type
  7. Once all fields across all types have been configured, click Close

Account Invoice List

As part of the default Salesforce for LogiSense app, all account invoices in LogiSense will be reflected back to a custom Visualforce page that can be added to the Account object.

Which columns are displayed and their names is customizable from the Invoice Configuration section on the LogiSense Integration tab.

  1. Navigate to the LogiSense Integration tab
  2. Click on the Invoice Configuration button
  3. Select which columns you would like to see in the Visualforce page
    Image Added
  4. Optional, rename the Label value
  5. Click Save

Any changes will take effect immediately across all account layouts that are configured to show the Visualforce page.

Importing and Syncing Data

Importing Data from LogiSense Billing

There are two buttons on the LogiSense Integration tab which allow you to import data into Salesforce from LogiSense:

Image Added


Import Catalogues

Image Added

Clicking on this button will import the following objects from LogiSense:

  • Packages (includes all package frequencies, package currencies, pricing rules, and rate plan connections to each package service)
  • Services (includes any connected usage buckets)
  • Rate Plans (includes groups and rates)

Import Data

Image Added

Clicking on this button will import the following objects from LogiSense:

  • Account Status Types
  • Account Types
  • Contact Types and Points
  • Countries and States
  • Owners and their Currencies
  • Bill Groups
  • AR Terms

Background Data Sync

To enable background syncing navigate to the LogiSense Integration tab and click on the Start Data Sync button. 

Image Added

Once Accounts and Contacts have been synced between both systems, changes to either of these objects within Salesforce will automatically create a LogiSense Request Record in order to update the record in LogiSense. These records will show on the LogiSense Requests tab with a status of Waiting and will be picked up by the Scheduler for resyncing.

For accounts changing of the following fields will trigger an automatic resync:

  • Name
  • Type
  • Status
  • Bill Group
  • AR term
  • parent account
  • Usage or Subscription invoice recipients
  • Any custom fields that were mapped between both systems
  • Contact update changes to mapped contact fields/when a new contact is added or deleted


Background Data Sync Frequency

By default the scheduler in the LogiSense app is set to a 15 minute interval. In order to change this within Salesforce:

  1. Go to Setup
  2. Enter Custom Settings
  3. Click on Manage for LogiSense Syncing Settings
  4. Click Edit next to Syncing Settings
  5. Enter a new value in the Syncing Frequency (in Minutes) field
    Image Added

Remember that this only works from Salesforce to LogiSense, meaning that if any changes are made to Accounts or Contacts within LogiSense are not pushed to Salesforce. Therefore it is recommended that the Salesforce instance be the master for any Account/Contact updates or hierarchical structure.

Logs

LogiSense Requests (API Logs)

Each sync request between LogiSense and Salesforce is recorded on the LogiSense Requests tab in Salesforce. This screen contains records related to import of data in Salesforce from LogiSense as well as syncing of Account and Opportunities from Salesforce to LogiSense.

Image Added

From this screen you can see which requests were successful vs. failed within the Status column (Note: switch your list view to 'All' if you do not see the Status column). If a request failed, the reason can be found by clicking on the LogiSense Request Name which will show you the Request Error Logs within a Related list.