Showing the Activity Timeline of Events

Limio for Salesforce can chronologically display past events related to a subscription. Details are shown according to specific actions and their sequence.

To access the feature in Salesforce Flows, click the down arrow next to the relevant subscription, then select "View Events."

You will then see a Timeline with the following functionality.

For each action such as a new order, switch, save, cancel, change payment, change address, or renewal, display the following information:

• Action Type: Specify what the action is.

• Date: Indicate when the action occurred.

• Product: Identify the product involved.

• Offer: Mention any associated offer.

• Amount: State the amount involved.

• Start Date: Provide the start date of the action.

• End Date: Provide the end date, if applicable.

• Term: Specify the term or duration.

• Source: Indicate the source of the action.

  • If the source is LFS, specify the user involved.

To enhance readability and user experience, users can toggle details on and off.

The events you will see are detailed on How Limio Events Update Zuora. You can find some detailed examples below:

Credit

Refund

Change Payment

Change Delivery Address

Renew

Cancel/Save

Cancel

New Subscription

Timestamps

In LFS version 12.19 or higher, timestamps are synchronised with the timezone and locale settings of the current Salesforce user, ensuring accurate and localised time representation and a more contextually relevant agent experience.

Custom Events

From release 112 onwards, it is possible to send custom events to Limio via API so that they are shown in Limio for Salesforce. The payload to send would look like:

{
  "forSubscription": {
    "name": "string"
  },
  "name": "Order Received",
  "type": "order.event_received",
  "source": "webhook",
  "fields": [
    {
      "label": "Offer Name",
      "type": "string",
      "value": "My offer",
      "additionalInfo": "GBP"
    }
  ]
}

Go to https://api.limio.com/#operation/addTimelineEvent for more details.