Introduction
LogiSense Billing for Salesforce is implemented using an AppExchange Salesforce application which integrates LogiSense with Salesforce to sync the data related to:
Products
Product Services
Accounts and Opportunities
Contact Points
Contact Types
Currencies
States and Countries
LogiSense Records
Rate Groups
Rate Plans
Charges
Services
Service Charges
Usage Buckets
Tenants
Basically the application allows administrators to connect their Salesforce org with LogiSense Billing, pull products and product services from LogiSense Billing, and sell those products to customers in Salesforce. Sales / deal (Opportunity) and customer (Account / Contact) information is in turn pushed back from Salesforce to LogiSense Billing.
Configuration
The following section allows both LogiSense and Salesforce admins to work independently on setting up their systems. However, there are instances during setup where values must match between both systems.