LogiSense Billing for Salesforce empowers your sales and customer representatives with the tools to simplify on-boarding of new clients, promote upsell opportunities and provide end-to-end visibility into customer account details all without ever having to leave the Salesforce platform or interface with your company's billing department.
Accounts and Contacts
Both LogiSense Billing and Salesforce have the concept of parent/child relationships between accounts. This relationship will be honored when accounts are pushed to LogiSense Billing. Once an account is synced with LogiSense, a new parent can only be assigned if it falls within the same hierarchy.
Any accounts that will be synced with LogiSense must contain the following settings on the Salesforce end:
Account Currency - the currency cannot be changed once synced. Parent and child accounts must have the same currency.
Subscription Invoicer Account - (self or other within their hierarchy). Children will inherit parent settings by default.
Usage Invoicer Account - (self or other within their hierarchy and owner). Children will inherit parent settings by default.
Tax Inheritance Account - (self or other within their hierarchy and owner). Children will inherit parent settings by default.
Products and Pricebooks
LogiSense Billing administrators can appoint packages to different price books for quoting within Salesforce. They do this by segmenting the product catalog into multiple pricebooks. A sync operation can be initiated from Salesforce to sync the pricebook with Salesforce. LogiSense Billing will always be the system of record for any product definitions and pricing. This would include the creation of price books to ensure that when an opportunity is Closed:Won and pushed to LogiSense that the system can associate the correct package to the account. Pulling price books into SFDC will be done via a custom button. Mapping of LogiSense to SFDC objects may resemble the following:
Salesforce | LogiSense Billing |
|---|---|
Salesforce Pricebook | LogiSense Pricebook |
Salesforce Products | EIP Package, Package Currency, Package Frequency |
Salesforce Product Service (Custom) | EIP Package Service, Package Service Price Plan, Package Service Recurring Price, Package Service One-Time Price |
Salesforce Price Book Entries | EIP Product Price Book Package Connector |
Opportunities
Only opportunities that use an integrated LogiSense price book can be synced with LogiSense for billing purposes when the opportunity is Closed:Won. Syncing of opportunities will occur via a custom button that must either be manually clicked (native) or triggered via a custom Salesforce business process (developed by customer). This will ensure that any predefined approval processes will not be interfered with when an opportunity stage changes to Closed:Won.
When an opportunity is pushed to LogiSense Billing, account and contact details will also be sent. This will allow LogiSense Billing to either simply add the product to an existing account or create a new account. An SFDC user can utilize the existing Opportunity Type field to specify which business process will be triggered within LogiSense Billing when a Closed Won opportunity is pushed into the billing platform. This business process creates a price plan on the account within LogiSense Billing or add the products directly to the account. Opportunity product price changes will be done on a custom package service screen within SFDC.
A custom button is added to the opportunity product allowing the rep to drill down into the services to change quantities, recurring, one-time and/or state based pricing per service. The opportunity product price will become a sum of the underlining charges. SFDC reps require the ability to adjust usage rates (pricing) associated with opportunity products.
The default price for each rate will be configured in LogiSense Billing and pulled to SFDC as a starting point for the rep.