Checkout Link

LFS version compatibility: available with LFS v12.10 or later

Limio Commerce version compatibility: available with Limio Commerce v91 or later, requires Modular Checkout

Generating a checkout URL in Limio for Salesforce

The Limio for Salesforce Acquisition and Renewal flows allow sales people, customer success or customer service agents to select the most suitable offer(s) and add-on(s) for a customer, use a promo code, and generate a checkout link. This enables the customer to complete their order independently, without sharing payment details.

Note: Payment links are only supported in Limio Acquisition and Renewal flows, as well as New Quote and Update Quote.

Process Overview

1. The agent selects the relevant offer(s), add-on(s), and provide additional details (e.g. delivery address, if applicable).

2. The agent generates a Limio checkout URL and shares it with the customer.

3. The customer completes the checkout online using the provided link, viewing the quote/order and providing a payment method.

Configuration

In the relevant Limio for Salesforce flow, an additional payment method called "Generate checkout URL" is available.

When this payment option is selected, the flow will re-direct the user to the custom component "Limio Initiate Checkout", that is the custom component generating the Limio basket and then the relevant URL for the customer to use.

This component supports 2 variables:

• Limio Domain: this is the domain of the limio shop, e.g. https://sandbox-shop.dev.limio.com

• Checkout tag: this is the tag for the formatting of the URL, e.g. checkout

  • Note that the checkout used must be using the Component: Checkout Form

Populate these values in the Manager section of the Flow Builder.

Once the request to Limio is made and the basket created, the URL is formed and presented back to the user in the following format.

Link timeout

Currently a default basket expiration time equals 2 weeks, but it is now possible to set a custom expiration time via a flow property.

To add a basket session time limit, follow these few steps:

• Open a relevant flow (Limio Acquisition Journey or Limio Order Renew)

• Navigate to a payment method screen that holds Limio Initiate Checkout component

  

  Flow 1.png
• Select Limio initiate checkout(1) and populate the new property Input: Expiration time in day/hour/minute format(2)

Flow 2.png

Note: at least one of the values must be greater than 0. If the property is left blank or set to 0, the basket session will be set to a default expiration time.

Read-only or modifiable checkout

You can configure the checkout to be read-only, so a customer can preview a quote or order before purchasing. Learn more here on how to configure the cart to be read-only.

Alternatively, you can allow the customer to modify the quote/order by adding cross-sell and upsell options.

Copy to clipboard button

LFS version compatibility: Available with LFS v12.75 or later.

From this version onward, the Copy to clipboard button is available for the Limio Acquisition and Renew flows. By default, this button is hidden, but it can be easily enabled.

How to enable the "Copy to clipboard" button

• Open the relevant flow (Limio Acquisition Journey or Limio Order Renew).

• Navigate to the payment method screen that contains the Limio Initiate Checkout component.

• Select Limio Initiate Checkout and locate the new property:

  1. Input: Show "Copy to clipboard" Button

  2. Set this property to true (Boolean) to enable the button.

     
• After enabling the button, it will be displayed on the checkout page. When a user clicks the Copy to clipboard button, the checkout URL is automatically copied to their clipboard.

  

Publish generated link information via Salesforce Platform event

LFS version compatibility: GA in LFS v12.14 or later, quoteId available in LFS v12.56 or later

As soon as the checkout link is generated, Limio for Salesforce publishes a platform event called icApp Event in the i42as namespace. The following custom fields are populated:

i42as__Type__c: 'Checkout URL', i42as__data__c: a stringified json object in the following format:

{
    "caseId": "500XXXXXXXXXXXXX",
    "quoteId": "XXXXXXXXXXXXXXXX",
    "checkoutLink": "https://sandbox-shop.dev.limio.com/checkout?basket=basket-5VI3AQD1MGQ",
    "expiresAfter": {
        "minutes": 3,
        "hours": 2,
        "days": 1
    },
    "productCode": ["LI.PHYSICAL"],
    "offerName": "Physical new annual"
}

Note: The caseId property is populated only when the action is performed on a case record page. Similarly, the quoteId is populated only on the Limio Quote record page.

Additional Order Source Attributes

When a customer completes a purchase via the generated checkout link, the resulting order includes the following source-related attributes:

• initiated_source: This attribute will be set to "salesforce" to indicate that the checkout process was initiated from Salesforce.

• source: This attribute will be set to "shop" when the order is submitted directly by the customer from the checkout page.

These attributes can be useful for downstream processing, analytics, or filtering orders based on their origin.