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  • Account Currency - the currency cannot be changed once synced. Parent and child accounts must have the same currency.

  • Subscription Invoicer Account - (self or other within their hierarchy). Children will inherit parent settings by default.

  • Usage Invoicer Account - (self or other within their hierarchy and owner). Children will inherit parent settings by default.

  • Tax Inheritance Account - (self or other within their hierarchy and owner). Children will inherit parent settings by default.

The figure below illustrates the syncing mechanism between Salesforce and LogiSense for accounts, catalog information and opportunity information.

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Products and Pricebooks

LogiSense Billing administrators can appoint packages to different price books for quoting within Salesforce. They do this by segmenting the product catalog into multiple pricebooks. A sync operation can be initiated from Salesforce to sync the pricebook with Salesforce. LogiSense Billing will always be the system of record for any product definitions and pricing. This would include the creation of price books to ensure that when an opportunity is Closed:Won and pushed to LogiSense that the system can associate the correct package to the account. Pulling price books into SFDC will be done via a custom button. Mapping of LogiSense to SFDC objects may resemble the following:

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