Logik.io Package Installation and Setup Guide for Environments Linked to Salesforce Org<!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #7057C7; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: block; max-width: ; width: auto; height: auto; } } Prerequisites: Provide the username of a user in the org who will serve as the first Logik Admin user. This user will need to grant other users access after they have attempted to access the Logik Admin once and appear in the User Access list of users. More information on this can be found here. Provide Logik Support with the Org ID of your org: Found in Setup>Company Information Provide Logik Support with the My Domain URL of the org: Found in Setup>My Domain Logik’s DevOps team will provision the environment, and Support will confirm once ready with your Logik.io Custom URL. Note: If your Salesforce site was refreshed from another previously Logik Connected Salesforce Site, Uninstall the Logik Connected App before continuing. It holds metadata associated with the Logik Environment connected to the original Salesforce Site. Setup > Manage Connected Apps > Logik Connected App > Uninstall Logik Environment Steps Start here if your environment has never had Logik.io installed on it. To upgrade the packages, begin with the next section. To Start, navigate to your Logik.io custom URL (If you encounter an error when you click on your Logik URL, scroll down to the “Troubleshooting” section of the article) Find the Settings tab on the left-hand navigation menu. Create a Refresh Token Username (can be any user’s username, but Logik recommends a user with a System Administrator profile). When prompted in the pop-up window, allow access for the Logik API User connected app. Note: If using an integration user that is not a system admin profile below are the necessary requirements for the integration user (or a permission set associated with that user/profile): The user must be API enabled The user will need Create and Edit access for the objects LGK__ConfigurationLineItem__c and LGK__ConfigurationFieldData__c, and SBQQ__QuoteLine__c The user will need Read/View All access to the objects Product2, Pricebook2, and PricebookEntry If using Subscription Management, the user with also need Read/View All access to the ProductSellingModel object. In a new browser, navigate to your Logik.io custom URL again and confirm Refresh Token Username was updated correctly. Click reset again to obtain a new refreshToken. Or navigate to https:///refreshToken Enter Salesforce Setup, Search in the Quick Find box for Connected Apps oAuth Usage. Find the “Logik Connected App” and click the “Install” button Click “Allow” Edit oAuth Policies: Permitted users should be set to “Admin approved users are pre-authorized” Scroll down to Manage Profiles: Link to System Administrator profile or any other profiles that will be using Logik as an Admin Search again for Connected Apps oAuth Usage Find the “Logik API User” connected app and click “Install” Salesforce Org Steps Click the gear icon in the upper right and go into the “Setup” page for your SFDC org and follow below steps. Note: If you are upgrading the Logik Base Managed Package from one major version to a newer major version, e.g. 1.x to 2.x, please submit a support case noting this as Logik needs to update the package version for your environment in our database. Navigate to Installed Packages(only this step needs to be completed if you are just upgrading your existing Logik.io packages.) Install the Logik.io Base Managed Package. Make sure to select "Install for All Users": Link for Test Orgs (Orgs that login through test.salesforce.com or have sandbox in the My Domain url of the org) Link for Other Orgs (Orgs that login through login.salesforce.com) Installation Key (Password): Logik.io-2025! If using with Salesforce CPQ, ensure that Salesforce CPQ is installed and is version 244.2 or later, Install the Logik.io Extension for Salesforce CPQ package: Test Orgs Other Orgs Installation Key (Password): Logik.io-2025! (For CPQ usage) Navigate to Installed Packages again. Find Salesforce CPQ and click “Configure” link Go to Additional Settings > External Configurator URL: Update to https:///ui/configure, Click Save Check box next to “Third Party Configurator”, Click Save Add your domain (https://) to the 'Logik.io Admin Custom Settings' object in Salesforce. If needed, set a runtime client token to use Logik with the Salesforce Partner Community, Click Save (For CPQ usage) Navigate to “App Manager” and find Salesforce CPQ/CPQ/QuoteQuickly(can have different names depending on your org settings) Find the dropdown carrot on the right and click Edit In Available Tabs, find “Configuration Line Items” and “Configuration Field Data Sets” Add them to Selected Tabs, if desired adjust order of Selected Tabs to make them more easily accessible Save Navigate to “Trusted URLs” and click on “New Trusted URL” Name it “Logik” in the “API Name” section (can be whatever, but should be able to be referenced if needed in the future Add your domain (https://) to the “URL” section If you wish to ensure this URL setting retains access in the event of a SFDC refresh, input “https://http://*logik.io” to ensure any Logik site is Trusted Make sure “Active” is checked “CSP Context” should be “All” “CSP Directives” should have the following options checked: “frame-src (iframe content)” “img-src (images)” Save Go to Object Manager and use Quick Find box in the top right to search for "Product" object, and select the option with the API Name "Product2" Navigate to Page Layouts and click on Page Layout Assignments Find Page Layout assigned to System Administrator or other profiles needing Logik Admin access(as determined when setting up Logik Connected App above) Select the Page Layout assigned to the System Administrator Drag and Drop “View Logik.io Setup” and “Logik.io Enabled” to the desired section of the page layout (usually the top). Navigate to Salesforce CPQ to ensure new tabs are visible In the “Product” tab, confirm there is a new view called “Logik.io View” Test by creating or editing a product and checking “Logik.io Enabled” box, checking "Active Box", then save and assign it a Price Book entry. Follow the “Click Here” link under View Logik.io Setup on your new product’s detail page to ensure access to Logik Admin Troubleshooting If you encounter the following error when trying to access your Logik URL: Then your user is blocked by the changes made to Connected Apps from Salesforce. There is an easy fix: Add the following after your Salesforce My Domain URL and click “Allow” For the “Logik Connected App”: /identity/app/AppInstallApprovalPage.apexp?app_id=0Ci5e000000bn6b&app_org_id=00D5e000005AHE7 For the “Logik API User” Connected App: /identity/app/AppInstallApprovalPage.apexp?app_id=0Ci5e000000L18c&app_org_id=00D5e000005AHE7 You should then be able to follow the full installation instructions When attempting to access a configurable product, if you encounter the error “Cannot get Configurable Product. Product ******* is not available in cache: 🎥 View Video: https://lh7-rt.googleusercontent.com/docsz/AD_4nXdjBnyd7PkOEbRDZG0MjDBIldZCSMRUBUnt0slq65Ms_qwHr-oygUyQT5G8TYP_lQOqxgFCE9y2N4wvhQOUUhDWP0AB1OS3Qpe9Vy_knDAMu4HUw-RqCEjs90Q8ikyt9oK74Tm9?key=8KtSw1QA3srSMWPOPTuNelhI You may have skipped the refresh token user setup at the top of this page. Please create this user and retry. If you encounter any other issues during this setup, submit a Support Case or email support@Logik.io If you are able, please grant Logik a user with the email address of provisioning@Logik.io and we can verify the setup once you have completed it.