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The app is designed to work with native Salesforce objects which include, Accounts, Contacts, Price Books, Products and Opportunities. The product object in Salesforce will be extended with a custom child object (Product Services) which will house the individual line items and their respective pricing that has been defined in LogiSense Billing. *Salesforce CPQ (i.e. generating quotes from opportunities) is currently not supported.
Accounts and Contacts
Both LogiSense Billing and Salesforce have the concept of parent/child relationships between accounts. This relationship will be honored when accounts are pushed to LogiSense Billing. As part of an account sync any contacts which are marked to sync will also be push to LogiSense Billing as part of that request.
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