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Salesforce (Pre App Installation Process)

Last Updated: Sep 24, 2020

Although the following are called out as "pre" app installation steps these can be done after the app is installed. The important thing to make the Salesforce admin aware of is steps one and two below as these are natively disabled in Salesforce. Step two will require the most work from the Salesforce admin, especially if they have a lot of countries and states to configure. Although this is mostly a requirement for taxing and data integrity, LogiSense requires our internal IDs for Countries and States in order to add addresses correctly.

There is no mapping screen within Salesforce between LogiSense and Salesforce country/states, instead the app relies on standard ISO codes. You are covered when it comes to countries, however keep this in mind when configuring states in both systems as the LogiSense Billing States Abbreviation value should match the Salesforce State Code value.

  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 Multiple 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. Configure Product Family Picklist
    Must match values in LogiSense Package Frequency Custom Field "Product Family"

    1. In Salesforce access the Object Manager

    2. In the list of objects click on Product

    3. Load Fields & Relationships then select Product Family

    4. Under Product Family Picklist Values add new values to match the custom field values populated on price frequencies in LogiSense Billing

  5. Configure Account Type Picklist
    Must match values in LogiSense Account Types

    1. In Salesforce access the Object Manager

    2. In the list of objects click on Account

    3. Load Fields & Relationships then select Type

    4. Under Account Type Picklist Values add new values to match the account types setup in LogiSense Billing

  6. 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. For instance, if your sales staff are using the 'Standard User' profile, clone that profile (e.g. create a cloned profile named 'LogiSense Standard User')