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Your Path to becoming a Logik.io expert

Built with the flexibility, guided selling capabilities, and performance to support any experience.

Introductory Training

Free

Logik.io holds free virtual monthly training sessions for you and your team to get introduced to the basics of Logik.io for CPQ and Commerce.

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Logik.io 101: Essentials Course

$2,000 per person

Get certified on Logik.io with our in-person 101 level course that gives you all the skills you need to succeed. 

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Logik.io 201: Advanced Admin

$3,000 per person

Level up your Logik.io knowledge and become a certified expert on the tool by signing up for our 201 level course. 

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Logik.io Essentials

Overview

This course provides the student with a discussion of Logik.io’s Commerce Logic Engine and its core, central feature set.  Students will be exposed to features that are critical to everyday use of the Commerce Logic Engine, and the Administrative interface used to manage and setup this set of critical features.

Objectives

After successfully completing this course, the student will be able to:

  • Describe the Logik.io Commerce Logic Engine and its purpose.
  • Create Configurable Products within Salesforce for use with Logik.io’s Commerce Logic Engine.
  • Create a Blueprint in Logik.io’s Administration User Interface.
  • Create Fields in the Logik.io Admin Interface and associate those Fields with a Blueprint.
  • Create a Layout using the Layout Wizard, make changes via the Layout Wizard as well as making changes/updates directly in the Layout CSV file.
  • Create various types of Rules in the Logik.io Admin Interface to control the configuration of products in the class use case.
  • Create Picklist Extensions to add additional information to menu options in a Picklist Field, use the value of one or more Fields to filter the list of menu options in a Picklist Field, and add Product information to the Configuration Bill of Materials (BOM) based on the menu option selected by the user.
  • Describe various Help options available for Logik.io.

2 DAY COURSE

Course Outline

Course Delivery: 

Course can be delivered as an in-person, live class at either the customer’s/partner’s site or at Logik.io’s office in Highland Park, IL. The course can also be delivered virtually over the internet.

  • What is Logik.io
  • The Logik.io Team
  • Driving Success
  • Flexible Guided Selling
  • io’s Solution
  • Lightspeed Performance
  • What is Attribute-Based Configuration?
  • Benefits of the Logik.io Solution
  • Core Components of Logik.io
  • Core Components of Logik.io – Configurable Products
  • Core Components of Logik.io - Fields
  • Core Components of Logik.io - Rules
  • Core Components of Logik.io - Layouts
  • Core Components of Logik.io - Tables
  • Core Components of Logik.io - Sets
  • Core Components of Logik.io - Blueprints
  • The Class Use Case – ACME Networks
  • Logik.io Enabled Salesforce Products
  • How to Add Pricing to Your Products
  • Exercise – Creating Logik.io Enabled Configurable Products
  • io Admin Menu
  • Exercise – Working with Blueprints

  • Logik.io Field Types
  • Exercise – Working with Fields
  • Matrix Loader
  • Matrix Loader Files
  • Creating Matrix Loader Files
  • Exercise – Using the Matrix Loader
  • Logik.io Layouts
  • Layout CSV Files
  • Layout CSV Files - Components
  • Layout CSV Files - Hierarchy
  • Layout Wizard
  • Exercise – Working with Layouts
  • Logik.io Tiers
  • Logik.io Columnsets
  • Exercise – Working with Tiers and Columnsets
  • What are Picklist Extensions (PLE)
  • Creating PLEs
  • PLE Guided Setup
  • PLE Guided Setup - Mapping
  • PLE Guided Setup – Layout CSV File
  • Exercise – Adding Picklist Extensions
  • Rule Conditions
  • Rule Actions
  • Rules Evaluation
  • Tree Evaluation
  • Hiding Action
  • Message Action
  • Exclusion Action
  • Inclusion Action
  • Determination Action
  • Product Action
  • Exercise – Adding Rules
  • Exercise – Adding Some Additional Rules
  • Product Rules
  • Product Rule Layout CSV Modifications
  • Exercise – Adding Product Rules
  • PLE Product Actions
  • Creating PLE Product Actions
  • Exercise – Adding PLE Product Actions
  • Help Resources
  • Logik.io Support Center
  • What is Flightpath?
  • Accessing Flightpath
  • Flightpath Controls
  • Flightpath Example
  • Accessing Hyperjump
  • Hyperjump
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Logik.io Advanced Admin

Overview

This course provides the student with an examination of various Advanced level features of Logik.io’s Commerce Logic Engine. Topics such as Table Lookups, Sets, Field Grids, Advanced Product Rules, Enrichments, and External Connections will be covered during the class. There is an expectation that all students have a basic understanding of coding, as the creation of numerous advanced function scripts will be part of the exercises throughout the course.

Objectives

After successfully completing this course, the student will be able to:

  • Perform various types of table lookups in advanced function scripts.
  • Create a Set using both a Set size field as well as an associated picklist field.
  • Create a Field Grid on the Layout.
  • Create various Advanced Product Rules to allow product information to be added to the Configuration BOM.
  • Create both Configuration Initialization and BOM Response Enrichments and use them appropriately within the class use case.
  • Create various types of Rules in the Logik.io Admin Interface to control the configuration of products in the class use case.
  • Create an External Connection to gather information from a third-party source and use it in the class use case.

2 DAY COURSE

Course Outline

Course Delivery: 

Course can be delivered as an in-person, live class at either the customer’s/partner’s site or at Logik.io’s office in Highland Park, IL.  The course can also be delivered virtually over the internet.

  • Table Lookups
  • Simple Table Lookups
  • Exercise – Performing a Simple Table Lookup
  • Table Lookups with Multiple Rows Returned for Filter Values
  • Exercise – Performing a Table Lookup when field Options Have Multiple Rows Returned
  • Table Lookups with Multiple Rows Returned for Filter Values
  • Exercise – Performing a Table Lookup with Multiple Filter Values
  • Module - Sets
  • What is a Set?
  • Field Relationships When Working with Sets
  • Adding a Set
  • Exercise – Creating a Set
  • Determining Set Size – Associated Picklist
  • Associated Picklist Set Example
  • Exercise – Determining Set Size via an Associated Picklist
  • Set APIs – Row Identifier & Row Index
  • Adjusting the Set Size via API
  • How Does the 2nd API Call Affect the Set
  • Changing Field Values in a Set via API
  • Executing the 2nd API Set Size Call
  • Logik.io Field Grids
  • Field Grids in the Layout
  • Exercise – Working with Field Grids

  • Defining Product Actions Using Advanced Functions
  • Using other Fields
  • Adding Custom BOM Fields – Extended Data
  • Exercise – Working with Advanced Product Rules
  • Multiple BOMs
  • Full BOM Still Maintained
  • Layout Changes Needed
  • ProductList Options
  • Exercise – Displaying Multiple Configuration BOMs
  • What is Twinning?
  • Twinning Setup
  • Twinning a Field That Already Exists
  • Exercise – Twinning a Field
  • What are Enrichments & External Connections
  • Sample BOM Response Enrichment Script
  • Sample BOM Response Enrichment with External Connection
  • Twinning vs. External Connections
  • Setting up an External Connection
  • Setting Up Enrichments
  • Exercise – Enrichments & External Connections
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