Page Comparison

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1. Install the latest version (v1.9) of the Salesforce for LogiSense App in either Product or Sandbox, (Classic or Lightning)
   

   Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Y1PO

   Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Y1PO
   IMPORTANT! If this is the first time installing the app on a fresh Salesforce instance follow the steps below during the install process
   
   

   1. Select the third option "Install for Specific Profiles"

   2. Select the profiles which will have LogiSense Standard User vs. LogiSense Standard Admin permissions. It is recommended that these permission profiles be set up on custom profiles that you have set up for your standard users vs. administrators
      LogiSense Standard User - Provides full access to all sales related objects (i.e. accounts, contacts, opportunities) however users do not have access to sync products, price books or create custom field mapping
      LogiSense Standard Admin - Provides full access to the application including ability to sync products, price books, custom field mapping as well as access to API request logs

   
   

2. After installing the app switch to either LogiSense Lightning or LogiSense
   
   Note: the following will assume that you are creating a custom section for all LogiSense related fields. However, you can mixed the fields in with existing one on your current layouts. ID fields are not required and used mainly for testing and support. All other fields require values and therefore must be added to your layouts are you can create a custom trigger that sets default values
   
   

3. Account Object Layout

   1. Create a new section, "LogiSense" and add the following fields:

      • Tenant

      • AR Term

      • Bill Group

      • Account Status

      • Subscription Invoice Recipient

      • Usage Invoice Recipient

      • Sync With LogiSense

      • LogiSense ID

      • Parent LogiSense ID

      • Account Price Plan Id's

   2. Create a new section, "LogiSense Invoices" and add the following Visualforce page:

      • InvoiceList (Scrollbars).

      • For more information how to configure which columns will be displayed, refer to the Account Invoice List section.

      • To view the invoice, click on the Invoice Name/Id in the Visualforce page on the account object and it will launch a PDF version of the invoice as it appears in LogiSense. 

   3. Buttons or Mobile & Lightning Actions

      • Sync With LogiSense
        
        

4. Contact Object Layout

   1. Create a new section, "LogiSense" and add the following fields:

      • Contact Type

      • LogiSense Id

      • Contact Point LogiSense Ids

      • Address LogiSense Id
        
        

5. Opportunity Layout

   1. Create a new section, "LogiSense" and add the following fields:

      • LogiSense Id

      • Buttons or Mobile & Lightning Actions

        • Sync With LogiSense
          
          

6. Opportunity Product Layout

   1. Create a new section, "LogiSense" and add the following fields:

      • Minimum Term

      • Account Product Code Name

   2. Create a new section, "LogiSense Product Services" and add the following Visualforce page:

      • OpportunityProductServicesListing (Scrollbars)
        
        

7. Product Layout

   1. Create a new section, "LogiSense" and add the following fields:

      • Minimum Term

      • Base Time Unit

      • Base Frequency

      • LogiSense Id

      • Product Currency

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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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