Page Comparison

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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
   
   
   1. In Salesforce access Setup
   2. Search for 'Country' on the left and select the State and Country/Territory Picklists option
      
      
   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"
   
   
   1. In Salesforce access the Object Manager
   2. Load Fields & Relationships then select Product Family
   3. Under Product Family Picketlist Values add new values to match the custom field values populated on price frequencies in LogiSense Billing
      
      
5. Account Type Picklist
   Must match values in LogiSense Account Types
   
   
   1. In Salesforce access the Object Manager
   2. Load Fields & Relationships then select Type
   3. Under Account Type Picketlist Values add new values to match the account types setup in LogiSense Billing
      

Salesforce (post app installation)

1. 1. 
      
2. Install the latest version (v1.9) of the Salesforce for LogiSense App in either Product or Sandbox, (Classic or Lightning)Setup Custom Profiles that LogiSense App permissions will be added to (Note: permissions cannot be mapped to stock Salesforce profiles)
   1. in Salesforce access Setup
   2. Load / search for Profiles
   3. Clone the profiles for administrators and agents that will be using the LogiSense App. E.g. if your sales staff are using the 'Standard User' profile, clone that profile (e.g. a cloned profile named 'LogiSense Standard User')
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Salesforce (app installation)

1. Install the latest version of the LogiSense Billing for Salesforce App in your production/sandbox Salesforce instance (Classic or Lightning are both supported).

   IMPORTANT! If this is the first time installing the app on a fresh Salesforce instance follow the steps below during the install process
   
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   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
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      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
   3. Click Install

   
   

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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