Guide: Shift sales to a self-service checkout

The big idea

Sales can build a quote inside Salesforce, generate a Limio checkout link, send that link to the customer, and let the customer finish payment and order management in Limio Commerce.

This gives a single fast workflow that starts in Salesforce and finishes in the Limio checkout, while keeping data and analytics intact across both systems.

Why do it

• Keeps the seller in their workflow while moving payment and sensitive data out of Salesforce.

• Delivers a consistent customer checkout built with Limio modular checkout components.

• Lets you automate quote status, opportunity updates and reporting using platform events.

What are the options

I want to sell multiple products at the same time, potentially with customer-specific discounts, and direct a specific customer into the checkout.

1. Sales builds a quote in Salesforce using the Limio quote.

2. Sales see the option to generate a checkout link.

   

3. Sales copies the URL or uses a copy to clipboard button and gives it to the customer. It would look like: https://saas-dev-shop.prod.limio.com/lm-quote-checkout?basket=basket-eb8d88a8-34ad-b770-f9fd-a7463b888dd4

4. Customer opens the link, reviews the quote or checkout page, provides payment details and completes the order in Limio Commerce.

   1. If the customer fails to finish the order, you can track abandoned carts.

5. Limio publishes platform events to Salesforce so you can mark the Limio quote Completed and the Opportunity Closed Won automatically.

Alternatively, if you are only selling 1 or a few standardised products, you can use Purchase Links or Pricing Pages. In this approach, you'd define you own custom Salesforce logic for when the sales person can see those links. Learn more at:

I want to sell standard products or bundles, and redirect customers into a standard self-service checkout.

You can simply generate reusable purchase links that can be shared by customers. Those will look like https://www.yourdomain.com/checkout?purchase=/offers2/MonthlyPremiumSaaS and never change per customer. See Purchase Links.

I just want to redirect people to our self-service, buy now flow.

Easy-peasy! Just send them a link to one of our acquisition page. Those will look like https://www.yourdomain.com/pricing-page . Learn more on how to set those up in Create your Acquisition pages.

Quick setup map for Admins and RevOps

If you choose option 1 (sell multiple products at the same time, potentially with discount, and redirect into a customised, sales-assisted checkout), there's a few setup steps worth knowing about:

1. Expose quote actions

   • Add the Generate Limio Quote action to the Opportunity layout. Add Limio Quotes to related lists. This lets Sales start quotes from Opportunities.

2. Copy and customise the link generation flow

   • Copy the out of the box Generate Checkout Link from Limio Quote flow.

   • Set the domain variable to your Limio domain so preview and checkout screens use the same value.

   • In the View Cart screen set the Limio Initiate Checkout components to the correct page tags for preview and checkout. Save as a new flow and wire it into the Limio Quote record page. This gives Sales the choice to generate either a preview link or a checkout link.

3. Add the Generate checkout URL payment option

   • In your Limio for Salesforce flows (for example the Acquisition Journey and Order Renew flows) add a payment method called Generate checkout URL.

   • Place the Limio Initiate Checkout component on the payment screen and populate the Manager fields: Limio Domain and Checkout tag. When selected it will generate the basket and return the checkout URL.

4. Configure helpful properties

   • Basket expiry: Default is two weeks. You can set a custom expiry via the Initiate Checkout component by passing an expiration time in day hour minute format.

   • Copy to clipboard: You can enable a copy to clipboard button on the Initiate Checkout component to make it easy for reps to share links.

5. Decide cart behaviour

   • Read only preview so the customer only reviews the quote or allow edits with cross sell and upsell components so customers can add offers or add ons at checkout.

6. Automate status updates

   • Use the Limio order platform events to update Limio Quote status to Completed and mark Opportunity Closed Won. This keeps Salesforce pipeline data accurate and reduces manual work.

Things to highlight

• Customer trust and compliance: Keep payment collection inside Limio, and add an acceptance checkbox for Terms and Conditions on sales-assisted checkouts when required.

• Business control: Limio Modular Checkout supports upsell, cross sell and promo codes so you can increase conversion and revenue per cart without engineering changes.

What to test in a sandbox

• Generate both preview and checkout links and confirm the page tag and domain map to the correct modular checkout pages.

• Test read only versus modifiable cart behaviour and the visibility of upsell and cross sell offers.

• Validate basket expiry behaviour and the copy to clipboard feature if enabled.

• Exercise the platform events so your flows update Limio Quote and the Opportunity automatically when orders complete.

Where to go next

• For the checkout components and how to customise the modular checkout see the Limio modular checkout docs (component Modular Checkout Components and Cart Components ).

• For automations and platform events see the Limio platform events documentation and examples for platform event triggered flows: Platform Events