Choosing the Right Salesforce Integration

Limio provides powerful subscription commerce solutions that integrate seamlessly with Salesforce.

However, it is crucial to distinguish between the Limio Commerce to Salesforce Integration and the Limio for Salesforce Managed Package to ensure proper implementation and use.

Limio Commerce to Salesforce Integration

Definition: This integration refers to the direct connection between Limio Commerce platform and a Salesforce environment.

It enables Limio Commerce to populate data into your Salesforce organisation. It is included for free in your Limio Commerce license.

Key Features:

• Create or Reuse Account and Contact : When an online order is placed, Limio can call Salesforce APIs to automatically create or identify the relevant Account and Contact records in the linked Salesforce Org.

• Custom Platform Events: Limio can generates custom platform events for each order, which can be captured and processed in Salesforce via Flows.

Use Cases:

• Pushing Limio online orders and changes into Salesforce.

• Tracking online commerce transactions in Salesforce.

How Limio Updates Salesforce Data

Limio for Salesforce (Managed Package on the AppExchange)

Definition: The Limio for Salesforce Managed Package is an installable package designed to embed commerce capabilities in Salesforce and provide out-of-the-box quoting and ordering features in Salesforce.

Limio Commerce to Salesforce Integration is a prerequisite to using the package. As a result, this setup enables Limio to make requests to your Salesforce organization and allows your Salesforce organization to send requests back to Limio.

Limio for Salesforce is a paid add-on.

Key Features:

• Pre-Built Flows: Includes native sales-assisted Salesforce Flows that allow users to easily process quotes, orders, and changes within Salesforce.

• Low-Code and No-Code Customization: Enables extensive customization of flows and automation using Salesforce Flows, reducing the need for extensive development effort.

• Exclusive Agent Access & Control: Provides agents with enhanced control over subscriptions, allowing them to perform more actions than customers can online. This includes modifying subscription terms, applying discounts, and handling exceptions that are not available in Limio Self-Service.

Use Cases:

• Sales agents processing quotes and orders on behalf of customers

• Customer Service Agents managing subscriptions

What is Limio for Salesforce Managed Package

Set Up Limio for Salesforce