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.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.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.Option A — Request access
Use this if you’re starting fresh from inside Salesforce.- Click Request access. A Logicfold authorization window opens.
- Enter your email and organization name.
- Read and accept the Logic AI Service Agreement (checkbox).
- Click Request access.
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.
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.- Click I have a claim code. A Logicfold authorization window opens.
- Enter the claim code from your welcome email (format
CLAIM-XXXXXXXX). - Read and accept the Logic AI Service Agreement (checkbox).
- Click Connect.
Step 4: Assign Permissions
Assign the appropriate permissions to each user:| Permission Set | Who gets it | What it grants |
|---|---|---|
| Admin | Salesforce admins managing Logic AI | Full access to admin console, settings, policies, logs |
| User | End users chatting with Logic AI | Access to the chat interface and standard AI tools |
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.
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