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Get Logic AI running in your Salesforce org in a few minutes.

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Step 1: Install the Package

Your Logicfold representative will provide an installation link. Click it, choose Install for Admins Only, and wait for the confirmation email. After installation you’ll land on a post-install page — you can also find Logic AI under Setup > Installed Packages at any time.

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Step 2: Open the Admin Console

Go to the App Launcher (the waffle icon) and search for Logic AI Admin. Click it to open the admin console. If this is a fresh install, you’ll land directly on the Settings tab.

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Step 3: Connect to Logicfold

On the Settings tab, the Logicfold connection card shows a Not connected status. There are two ways to connect, depending on how you signed up.

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Option A — Request access

Use this if you’re starting fresh from inside Salesforce.
  1. Click Request access. A Logicfold authorization window opens.
  2. Enter your email and organization name.
  3. Read and accept the Logic AI Service Agreement (checkbox).
  4. Click Request access.
The window closes and your connection status turns green. Your org now has a secure, encrypted link to the Logic AI gateway.
Heads up: Requesting access connects your org, but chat isn’t live yet. Logicfold is automatically notified to provision your private AI workspace. You’ll get an email when chat is ready — usually within a few minutes. Until then, the chat panel shows a “being provisioned” message.

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Option B — I have a claim code

Use this if you signed up for Logic AI on the Logicfold website first. Your workspace is already provisioned, so this path connects you instantly — no waiting for activation.
  1. Click I have a claim code. A Logicfold authorization window opens.
  2. Enter the claim code from your welcome email (format CLAIM-XXXXXXXX).
  3. Read and accept the Logic AI Service Agreement (checkbox).
  4. Click Connect.
The window closes and your connection status turns green. Because your workspace was already activated, chat is ready to use immediately.

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Step 4: Assign Permissions

Assign the appropriate permissions to each user:
Permission SetWho gets itWhat it grants
AdminSalesforce admins managing Logic AIFull access to admin console, settings, policies, logs
UserEnd users chatting with Logic AIAccess to the chat interface and standard AI tools
Go to Logic AI Admin > Users, and add the permissions for the users there. The installing admin is automatically assigned Admin during installation.

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Step 5: Start Chatting

Go to the App Launcher (the waffle icon) and search for Logic AI. The Logic AI chat panel appears. Try:
  • “Show me all contacts at this account” — queries related records
  • “What open opportunities do I have closing this month?” — filters by your user and date
  • “Create a task to follow up with this contact next Tuesday” — creates records with context
  • “Summarize the recent activity on this account” — reads and synthesizes data
  • “Update this opportunity stage to Closed Won” — modifies the current record
If chat shows a “being provisioned” message after using Request access, your workspace is still being set up. Wait for the activation email, then try again.

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What’s Next

  • Admin Console — Configure the gateway, models, and feature flags
  • Policies — Control which tools are available and to whom
  • Tools Reference — Full list of what LogicAI can do
  • FAQ — Common questions and troubleshooting