Overview
As a Salesforce user your sales reps can now synchronize their accounts and contact, opportunities, and orders to LogiSense Billing. The following article will describe what will be required by your sales reps in order to successfully sync this data using the native objects in Salesforce.
Prerequisites
Prior to syncing any opportunities or orders to LogiSense billing please ensure that the account has been synced first (see Accounts and Contact below for more information).
Accounts and Contacts
Depending on the account page layout you are using, your Salesforce admin would have placed certain fields related to LogiSense billing that require data in order for an account to sync properly.
In the image below we grouped all LogiSense billing related fields under a custom section
Any accounts that you are planning to synchronize with LogiSense billing must have the Sync with LogiSense check box enabled.
AR Term Account Status, Bill Group and Tenant all require a value when syncing an a account. These are all picklists and are populated from LogiSense billing.
Subscription Invoice Recipient and Usage Invoice Recipient are optional fields and perform an account lookup. Meaning that you can set another Salesforce account to receive that type of invoice. It is important to point out however that if you do select a different account in these fields that that account must be first synced with LogiSense billing prior to syncing the account you are current on.
The final field not listed above is Currency. Each account being synchronized with LogiSense billing must also have an Account Currency set.
Contacts
As part of the Account sync any Contacts (direct or shared) under the account can also be synced. If you would like to send contact information to LogiSense billing along with the Account make sure that the Sync With LogiSense checkbox is enable on the Contact as well as there being a value selected for the Contact Type picklist.
When you are ready to sync an account and any contacts simply click the Sync With LogiSense button on the account screen.
Click YES to confirm.
Opportunities
Any Opportunities that are sent to LogiSense billing for a particular account will be saved as an Account Price Plan. Meaning that the billing system will save and ensure that any of these opportunity products and their pricing will be used against future orders. If your customers place orders (buy now) then sales reps would use Orders within Salesforce instead.
Creating an Opportunity
Navigate to the account the opportunity will be created under
Create a new opportunity under the account
Make sure that the Opportunity Currency matches that of the Account
Enter values for any other native or custom fields that your organization has put in place
Click Save
Add Products to the Opportunity using the LogiSense Pirce Book
You can enter a quantity for each opportunity product but do not change the Sales Price. This field is now a calculated field and will be explained in the next section.
Once you are done adding all your opportunity products you can now customize pricing or sync the opportunity as is if no pricing changes are required.
Customizing Opportunity Product Pricing
While on an opportunity, click on the Opportunity Product Name
You’ll notice that the standard opportunity product screen has been slightly modified with a few additional fields and a new section, Product Services.
Let’s go through the new fields first.Account Product Code Name - read-only field that is auto-generated using the product code, followed by a dash and incremental number. This is a unique identified for this opportunity product. It allows sales reps to attach the same product to the opportunity with different pricing or terms so that when the product is ordered by a customer in the future they can select the correct one.
Minimum Term - populated with the package contract set in LogiSense billing.
Opp Minimum Term - allows your sales reps to override the default Minimum Term for this opportunity product.
Unlike native Salesforce where your sales reps would adjust the Sales Price on the Opportunity Product, custom pricing is done from within the Product Services section. This section is broken out between Recurring Charges and One Time Charges depending on how the package was configured.
Click on the Service name within the Product Services section for the one you would like to adjust pricing on. The pricing screen is broken into a few sections.
Opportunity Product Service Detail - lists the opportunity name, opportunity product, quantity or number of this service under the product and the product service you are currently viewing.
Allowance - if there is a usage bucket configured on the service it’s details will appear here including the name of the bucket, it’s recurring frequency, followed by the allowance.
Recurring Charges - allows the user to override the list price for each status
Transition Charges - allows the user to override the list price for each transition charge associated with the product service.
Rate Charges - allows the user to override the list price for any usage rates that are associated with the product service.
Click Save once all edits are complete
Repeat step 2-3 above for any other product services you would like to adjust pricing for
Proceed throughout your regular process of advancing the opportunity through it’s stages.
Syncing Opportunity to LogiSense
Once your opportunity has gone through all stages it can now be synced with LogiSense.
Set the Opportunity Stage to one associated with Closed:Won
Click on the Sync With LogiSense button
Confirm the sync but clicking YES
Orders
Using the native Order object in Salesforce your reps can take customer orders and customize pricing to be sent to LogiSense billing for processing, billing, and invoicing.
Creating an Order
Navigate to the account the order will be created under
Create a new order under the account
Make sure that the Order Currency matches that of the Account
Set the order Status to Draft
Enter values for any other native or custom fields that your organization has put in place
Click Save
Add Products to the Order using the LogiSense Pirce Book
You can enter a quantity for each order product but do not change the Unit Price. This field is now a calculated field and will be explained in the next section.
Once you are done adding all your order products you can now customize pricing or sync the order as is if no pricing changes are required.
Customizing Order Product Pricing
While on an Order, click on the Order Product Name
You’ll notice that the standard order product screen has been slightly modified and include a custom field called Rate Plan. This is a picklist field that allows you to select a different rate plan for the order product than the one currently associated with it (if any).Click on the Service name within the Product Services section for the one you would like to adjust pricing on. The pricing screen is broken into a few sections.
Order Product Service Detail - lists the order Name, Order Product, Quantity or number of this service under the product and the Order Product Service you are currently viewing.
Recurring Charges - allows the user to override the list price for each status
Transition Charges - allows the user to override the list price for each transition charge associated with the product service.
Rate Charges - List of all the rate charges associated with the service.
Click Save once all edits are complete
Repeat step 2-3 above for any other product services you would like to adjust pricing for
Proceed throughout your regular process of advancing the Order through it’s stages.
Syncing Orders to LogiSense
Once your order has gone through all internal milestones it can now be synced with LogiSense.
Set the Order stage to Activated
Click on the Sync With LogiSense button
Confirm the sync but clicking YES