Page Comparison

...

1. Activate Multiple Currency Support
   Must match values in LogiSense Owner Currencies
   
   
   1. In Salesforce access Setup
   2. Search for 'Company' on the left and expand Company Settings
   3. Click on Company Information
   4. On the Company Information screen click on the Edit button
   5. Enable Activate Mutliple Currencies
      
      
      
   6. Click Save
   7. On the Company Information screen click the Currency Setup button
   8. On the Currency page ensure that the currencies setup match the LogiSense Billing currencies configured (click New to add additional currencies)
      
      
2. Enable Country State Picklist Support
   Must match values in LogiSense Regional Settings
   
   
   
   
3. Add LogiSense instance URL to Remote Settings
   
   
4. Product Family Picklist
   Must match values in LogiSense Package Frequency Custom Field "Product Family"
   
   
5. Account Type Picklist
   Must match values in LogiSense Account Types
   

...

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. Client Id value should be: 044b8ad6006845c29446b2f18e5b5909
5. For Username and Password enter: admin
6. Click Test Connection button
7. Once you receive a Success response, click Save

...