Customise Table Columns in Offers Catalog

LFS Version requirement: v11.42 or later

In order to allow for maximum flexibility, LFS comes with a build in custom object, called "Offers Catalog Table Config", that allows Salesforce admins to specify what columns to display for each individual action when using the LFS Offers Catalog.

Managing Access

To restrict managing such records to a specific set of super users only, users must have the Assisted Sales - Admin permission set assigned.

Users with this permission set will be able to create and edit the Offers Catalog Table Configs, while all Salesforce users will have read-only access to the custom object so they can view the configured fields within the LFS offer catalog.

Configuring the object

To configure such record, start by creating a new record in the custom object "Offers Catalog Table Config"; choose a name and the action this configuration applies to.

Once saved, the user will be presented with 2 sections, one for configuring the offers table and its columns, and one for configuring the side panel in the same layout.

From package version 12.98 the view was changed into two tabs— Catalog Columns and Catalog Side Panel —for a better use of horizontal space. Updated Offer Catalog Table Config also now displays the full path of selected attributes for better clarity and context, making it easier to trace original values even after relabelling.

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In each section you can search for the attribute to use; this list comes from the limio attributes list and it's tailored to each individual limio environment. By selecting an attribute from the list in the table, this is added to the right hand side "Attribute Display Name" section, where all selected attributes appear in a re-orderable list.

Each new item selected from the table is appended at the bottom of the list. Within this list it's possible to re-label the attribute (for a more user friendly name) and re-order the list by simply dragging and dropping each item in the relevant position.

Clicking the Save button saves this configuration, that is going to be what agents see in the Offer Catalog whenever performing the corresponding action. In the above example, when an agent performs a Cancel action, when browsing the offer catalog they are presented with offers displaying the selected columns.

Since this configuration is contextual to the action being performed, the same won't apply when performing another action, such as a switch or renew.

Duplicates Management

To prevent a user from creating a record for an action that is already set up, there is a duplicate rule in place that alerts the user when such record already exists.

This allows the Salesforce admin to amend the existing record, rather than duplicating it.

Default columns

When no custom rules are defined for catalog columns in the Offers Catalog Table configuration, the system automatically falls back to a default set of columns to ensure consistent display of campaign data. These fallback columns are: Name, Price, Order Type, and Product Name.

Specifically, the columns are mapped to the following data paths:

name,

data.attributes.display_price__limio,

data.attributes.order_type,

data.products.0.attributes.display_name__limio.

This fallback logic guarantees that users always see essential campaign information even when no custom configuration exists.