TAG LINE
SMALL TITLE

Salesforce (app installation)

Last Updated: Sep 24, 2020
  1. Install the latest version of the LogiSense Billing for Salesforce App in your production/sandbox Salesforce instance (Classic or Lightning are both supported).

    IMPORTANT! If this is the first time installing the app on a fresh Salesforce instance follow the steps below during the install process

    1. Select the third option Install for Specific Profiles

    2. Scroll down on the Install page and configure the profiles which will have LogiSense Standard User vs. LogiSense Standard Admin permissions

      • LogiSense Standard User - Provides full access to all sales related objects (i.e. accounts, contacts, opportunities) however users do not have access to sync products, price books or create custom field mapping

      • LogiSense Standard Admin - Provides full access to the application including ability to sync products, price books, custom field mapping as well as access to API request logs

    3. Click Install

  2. After installing the app switch to either LogiSense Lightning or LogiSense in the App Launcher

  3. Configure Account Page Layouts to display relevant LogiSense Billing data

    Note: the following steps assume that you are creating a custom section for all LogiSense related fields. However, you can mix the fields in with existing ones on your current layouts if desired. ID fields that are listed are not required and used mainly for testing and support. All other fields require values and therefore must be added to your layouts are you can create a custom trigger that sets default values

    1. Load the Object Manager

    2. Access Page Layouts and modify the layouts that need to present LogiSense Billing data

      Custom data can be grouped into a 'LogiSense' section or added to existing layout sections as needed. The following fields are required to successfully sync data with LogiSense Billing:

      • Tenant

      • AR Term

      • Bill Group

      • Account Status

      • Subscription Invoice Recipient

      • Usage Invoice Recipient

      • Sync With LogiSense

    3. Create a new section to display LogiSense Billing invoice data, and add the 'InvoiceList' Visualforce page to that section:

      • Edit the properties of the InvoiceList and enable scrolling


        For more information how to configure which columns will be displayed, refer to the 'Account Invoice List' section below. To view the invoice, click on the Invoice Name/Id in the Visualforce page on the account object and it will launch a PDF version of the invoice as it appears in LogiSense Billing

    4. Add the 'Sync With LogiSense' button/action under Buttons or Mobile & Lightning Actions

      Lightning:

      Classic:

  4. Contact Object Layout

    1. Create a new section on the Contact page layout and add the following fields:

      • Contact Type

  5. Opportunity Object Layout

    1. Create a new section on the Opportunity page layout and add the following fields:

      • Buttons or Mobile & Lightning Actions

        • Sync With LogiSense

  6. Opportunity Product Layout

    1. Create a new section for LogiSense and add the following fields:

      • Minimum Term

      • Account Product Code Name

    2. Create a new section (e.g. 'LogiSense Product Services') and add the following Visualforce page:

      • OpportunityProductServicesListing

      • Enable 'Show scrollbars' on OpportunityProductServicesListing

    3. Create a new section (e.g 'LogiSense Share Plans') and add the following Visualforce page (only if you are using Share Plans in LogiSense):

      • SharePlanListing

      • Enable 'Show scrollbars' on SharePlanListing

  7. Product Layout

    1. Create a new section for the LogiSense data and add the following fields:

      • Minimum Term

      • Base Time Unit

      • Base Frequency