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Comment: expanded salesforce config steps

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There is no mapping screen within Salesforce between LogiSense and Salesforce country/states. Instead the app relies on standard ISO codes. You are covered when it comes to countries, however keep this in mind when configuring states in both systems as the LogiSense Billing States Abbreviation value should match the Salesforce State Code value.


Info

Salesforce may change configuration options and menus at any time, if the screenshots/instructions below do not match your Salesforce UI search online for instructions from Salesforce (e.g. https://help.salesforce.com/)


  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
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    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

    1. In Salesforce access Setup
    2. Search for 'Country' on the left and select the State and Country/Territory Picklists option
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    3. Complete the 'Configure states and countries' step ensuring the states and countries configured in your Salesforce org match the states and countries setup in LogiSense Billing
    4. Complete the 'Scan your organization' step to check for sate/country references
    5. Complete the 'Covert your data' step
    6. Turn on state and country/territory picklists by licking the Enable button
  3. Add LogiSense instance URL to Remote Site Settings
    1. In Salesforce access Setup
    2. Search for 'Remote' on the left and select Remote Site Settings
    3. Click the New Remote Site button
    4. Enter a name for the site under Remote Site Name
    5. Enter the URL of the LogiSense Billing application under Remote Site URL
    6. Click Save

  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

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  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

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