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Salesforce Admin Guide

Last Updated: Sep 24, 2020

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. These instances will be called out in the steps below.