> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/limio-for-salesforce-changelog/limio-for-salesforce-changelog.md).

# Limio for Salesforce - Change Log

### *Limio release requirement for the latest LFS release: 114 or later*

*Note: Some versions have been intentionally omitted from the change log as they included features still under development, internal testing releases, or updates for internal dependencies not intended for end customer use.*

### Release 14.46 - 30 Oct 2026

**Improvement:** hide the price preview on the Cancel V2 and Update Subscription screens: in your copies of those flows, turn on the new "Skip … preview fetch" inputs on the Cancel V2, Change Summary and schedules components, then point your copy of Manage Subscriptions at those copies; they are off by default, so existing flows are unchanged

**Improvement:** optionally show "Not renewing" instead of "Cancelled" for cancelled subscriptions that run until a future end date; turn it on with a new setting on the subscriptions table in your copy of the Manage Subscriptions flow

**Bug fix:** Cancel V2 no longer makes an unused price preview request to Zuora that could end on an error screen

### Release 14.45 - 23 Oct 2026

**Bug fix:** the Acquisition Journey and Generate Checkout Link from Limio Quote flows open in auto-layout in Flow Builder again; how the flows run is unchanged

### Release 14.44 - 22 Oct 2026

*Versions 14.41 to 14.43 are not listed separately: in installed orgs they stop the Acquisition Journey and Generate Checkout Link from Limio Quote flows from running. Their changes are listed below; upgrade straight to 14.44 or later.*

**Improvement:** submit a new-subscription Limio Quote directly as an order from the Generate Checkout Link from Limio Quote flow; the order reference is saved on the quote, and the same quote cannot be submitted twice. If the outcome of a submission is unknown, the quote gets the new status Order Unconfirmed and cannot be resubmitted until an administrator checks Limio and resets it. Users without the package permission sets need read and edit access to the Limio Order Id and Status fields on Limio Quote; if you added record types to Limio Quote, add Order Unconfirmed to each; an existing copy of this flow does not get the Submit option

**Improvement:** Limio Quotes store the ID of the Limio basket behind their checkout links

**Improvement:** components outside the package on the same page can preselect offers, quantities and add-ons in the offer selectors by publishing on the new `i42as__Basket_Preselection__c` message channel; preselected offers bypass Offer Filtering Rules, and agents can still change or remove the selection

**Bug fix:** the Acquisition Journey and Manage Subscriptions flows no longer interfere with each other when both are on the same record page, which fixes the error when choosing to cancel at the end of the billing cycle in Cancel V2; affected versions 14.14 to 14.43, where an end-of-billing-cycle cancel could also be submitted with the wrong effective date

**Bug fix:** Stripe upgrades with an effective date of today no longer fail the price preview when the billing period started that day

**Bug fix:** after an order is submitted, its status is re-checked up to 5 times instead of reporting that the order is still in progress when it completes a few seconds later

**Bug fix:** the order result screen reports a failure when Limio fails to process the order, instead of showing success

**Bug fix:** the help link for refreshing Limio credentials on the Acquisition Journey error screen now points to the current Limio documentation

**Bug fix:** the Acquisition Journey and Generate Checkout Link from Limio Quote flows no longer fail in installed orgs with "Cannot Reference Protected Component" (affected versions 14.41 to 14.43)

### Release 14.39 - 25 Sep 2026

**Bug fix:** when the quote PDF email template is not available for use, the quote is still saved without a PDF and the finish screen explains how an administrator can enable the template

### Release 14.38 - 18 Sep 2026

**Improvement:** show the billing and delivery addresses currently in force on a subscription, as optional columns in the subscriptions table and above the address fields in the Change Address flow

### Release 14.37 - 14 Sep 2026

**Improvement:** Manage Add-Ons now sends add-on additions, removals and quantity changes through Limio's update-subscription basket. Behaviour change: Limio now sets the effective date. Additions and quantity increases apply immediately; removals and quantity decreases are scheduled for the end of the current term, and the subscription cannot be changed again until that change takes effect. Agents see an error when Limio does not accept a quantity change instead of a success message, and the "Allow quantity change regardless of offer multibuy" setting no longer overrides Limio

### Release 14.36 - 03 Sep 2026

**Bug fix:** credit memos are raised for the amount the agent enters instead of 1, and invalid amounts are blocked before the order is submitted (affected versions 13.49 to 14.35)

### Release 14.35 - 03 Sep 2026

**Bug fix:** a subscription with incomplete data from Limio still loads in Manage Subscriptions; only the missing fields are left blank

### Release 14.33 - 28 Aug 2026

**Bug fix:** security hardening of the queries the package sends to Zuora and Salesforce

### Release 14.32 - 25 Aug 2026

**Improvement:** the `LimioOrder_Acquisition` Apex class accepts an optional start date, so orders created from custom code can start on a chosen date

**Bug fix:** orders created through `LimioOrder_Acquisition` by users in time zones west of GMT no longer start a day early

### Release 14.27 - 18 Aug 2026

**Improvement:** the Upsert Limio Quote flow attaches a PDF of the quote to the record, rendered from an email template your administrator creates named `Limio_Quote_Basic_Pdf`, stored in a shared email folder and marked Available For Use; until it exists, quotes still save and the finish screen says the PDF could not be generated. New flow actions Generate PDF from Email Template and Store PDF Against Record are available for your own flows

### Release 14.26 - 31 Jul 2026

**Bug fix:** "Price Due Today" on the update-subscription quote screen no longer shows £0.00 when the quote includes a discount, add-on or quantity change

### Release 14.25 - 30 Jul 2026

**Improvement:** update-subscription Limio Quotes support add-ons, quantity changes, a discount column and order totals, like new-subscription quotes

### Release 14.22 - 13 Jul 2026

**Improvement:** add a configurable Current Payment Method column to the subscriptions table

### Release 14.21 - 13 Jul 2026

**Improvement:** show a customer's existing Stripe payment methods in their wallet

**Improvement:** add a Change Timing column for Update Subscription and make it available in Offer Filtering Rules

### Release 14.17 - 03 Jul 2026

**Bug fix:** show a clear error in the Manage Subscriptions table when subscriptions cannot be loaded, instead of a blank list

### Release 14.16 - 30 Jun 2026

**Improvement:** add the Update action to Offer Filtering Rules

**Improvement:** require an actual plan change before continuing when changing an offer during cancellation

### Release 14.15 - 24 Jun 2026

**Bug fix:** fix an error when continuing from the Manage Subscriptions table when custom attribute columns are configured

### Release 14.14 - 23 Jun 2026

**Improvement:** require a change before continuing in the Update Subscription flow

**Improvement:** allow custom attributes to be shown as columns in the Manage Subscriptions table

**Improvement:** hide Apple Pay and Google Pay in the Stripe payment form so checkout is always card-based

**Improvement:** move interface text into custom labels so it can be translated or customised

**Bug fix:** the change summary now appears when upgrading an offer during cancellation

**Bug fix:** configuration screens are fully read-only for users with the "Assisted Sales - User" permission set

### Release 14.13 - 04 Jun 2026

**Improvement:** the shop domain in the Generate Checkout Link from Limio Quote, Send Quote by Email, Send Quote Preview by Email and Redeem Promo Code flows now defaults to a placeholder (`https://your-shop.example.com/`); set your own Limio shop domain in your copy of these flows

**Bug fix:** fix Copy to Clipboard error when generating a checkout link

**Bug fix:** keep the correct order type when changing an offer during cancellation

### Release 14.11 - 28 May 2026

**Improvement:** hide the Add-Ons heading and rows when the add-ons toggle is off

**Improvement:** the change-offer section of the Cancel V2 flow now uses the Update Subscription components for offer selection, effective date and change summary

**Bug fix:** reset the subscription list on Sync to prevent duplicate rows

### Release 14.10 - 27 May 2026

**Improvement:** configurable timeouts for Limio requests in the icConfig custom setting: Order Callout Timeout (ms), default 30000, and General Callout Timeout (ms), default 10000, up to 120000

**Improvement:** the Attribute field picker for dynamic values in Offer Filtering Rules now filters as you type

**Improvement:** prefix Limio-related object and tab labels with "Limio -", for example "Limio - Quote"

**Improvement:** in Update Subscription and the Cancel V2 change-offer option, upgrades take effect today with a prorated charge and downgrades take effect at the end of the term (or of the billing period for subscriptions with no end date) with nothing due today; upgrade and downgrade options are listed separately, and Update Subscription shows the prorated charge in a new Change Summary. The packaged Cancel V2 flow now shows the change-offer option

**Bug fix:** dynamic filter values in Offer Filtering Rules are now applied in the Acquisition Journey

**Bug fix:** restore the billing address when navigating back in the Acquisition Journey

### Release 14.09 - 18 May 2026

**Improvement:** the Acquisition Journey collects addresses on a single screen

### Release 14.08 - 15 May 2026

**Improvement:** add an effective date picker to the Acquisition Journey

**Bug fix:** pass the billing first name, last name and company from the Acquisition Journey to the order

### Release 14.06 - 13 May 2026

**Improvement:** show an error message when an action fails in the Manage Subscriptions, Cancel and Send Quote by Email flows, instead of failing silently

**Bug fix:** show downgrade offers as well as upgrades when changing plan

**Bug fix:** hide the Change Summary component where it does not apply

**Bug fix:** the Update Subscription totals show the currency once instead of twice (for example "GBP gbp")

**Bug fix:** stop showing the "Update Subscription" action for gift and inactive subscriptions when no Subscription Actions Rule matches

**Bug fix:** update the Schedules component when the offer is changed in the Update Subscription flow

### Release 14.05 - 12 May 2026

**Improvement:** the Acquisition Journey uses the new address components for billing and delivery addresses

**Improvement:** the Change Address flow uses the new address components and updates only the billing or delivery address selected

**Improvement:** the Acquisition Journey lists offers in a single table screen, with the selected offer and cart summary shown alongside

**Tech debt:** improve handling of incomplete offer data returned by Limio

### Release 14.03 - 07 May 2026

**Improvement:** Cancel V2 can offer a plan change instead of cancelling; turn on "Input: Enable Change Offer section" on the cancel component in your copy of the Cancel V2 flow (on by default in the packaged flow from 14.10)

**Improvement:** generate update-subscription checkout links from Limio Quotes through Limio's subscription checkout API

**Bug fix:** the Acquisition Journey cart preview now updates when you go back and choose a different offer

### Release 14.02 - 30 Apr 2026

**Improvement:** the Acquisition Journey cart screen uses the new cart and schedules components; promo codes can no longer be entered in the Acquisition Journey

**Improvement:** new Update Subscription action in Manage Subscriptions, available out of the box when the Payment Provider setting is `stripe`

### Release 14.01 - 17 Apr 2026

**Improvement:** Change Payment and Manage Add-Ons now ask agents to choose a contact for business accounts, like the other subscription actions

### Release 14.00 - 10 Apr 2026

**Improvement:** new Limio Address Entry flow screen component for billing or delivery addresses, for use in your own flows; the packaged flows adopt it in 14.05

**Improvement:** add Stripe payment method support to Change Payment flow

**Tech debt:** update the package to the latest Salesforce API version

### Release 13.99 - 27 Mar 2026

**Improvement:** the `LimioOrder_Acquisition` Apex class accepts custom order fields and an order source, so orders created from custom code can carry extra fields and be identified by source

**Bug fix:** the order total in the Acquisition Journey no longer fails for offers that need a delivery address; it uses the billing address unless your copy of the flow sets "Input: Delivery Address" on the order total component

### Release 13.98 - 25 Mar 2026

**Improvement:** clearer labels on the current subscription details, including "No end date" in place of "Evergreen"

**Bug fix:** reset cart item validation messages correctly when the offending items are removed

### Release 13.97 - 23 Mar 2026

**Improvement:** Subscription Actions Rules support Stripe, with a separate Stripe actions list, and Manage Subscriptions shows only Stripe-supported actions when the Payment Provider setting is `stripe`

**Improvement:** new Count Array Elements by Path flow action counts the items in a list inside Limio order event data, for use in your own flows

**Bug fix:** include the delivery address in Stripe acquisition orders

### Release 13.96 - 16 Mar 2026

**Improvement:** new Cancel Subscription flow (Cancel V2); out of the box, Manage Subscriptions uses it when the Payment Provider setting is `stripe`

**Tech debt:** Stripe requests now go through Limio's Salesforce Stripe endpoint

### Release 13.95 - 13 Mar 2026

**Improvement:** standardise error, warning and success messages across flows with a single message component

**Improvement:** show add-on display descriptions from Limio (`display_description__limio`)

**Improvement:** show a validation screen when a flow starts without the required record ID

**Improvement:** optional order total validation: turn on "Enable total validation" on the cart items component in your override of the Upsert Limio Quote or Generate Checkout Link from Limio Quote flow, and agents cannot continue when the order preview fails

### Release 13.94 - 06 Mar 2026

**Improvement:** the Order Items field on Limio Quote holds up to 65,536 characters (previously 32,768), so larger quotes can be saved

### Release 13.93 - 06 Mar 2026

**Bug fix:** add missing Apex class access for the Stripe integration to the Assisted Sales permission sets

### Release 13.92 - 06 Mar 2026

**Improvement:** add a Currency field to the OrderEvent platform event

### Release 13.91 - 05 Mar 2026

**Improvement:** add Stripe as a payment option in the Acquisition Journey. Action required for every org, Zuora and Stripe alike: set the new Payment Provider field in the icConfig custom setting (Setup > Custom Settings > icConfig > Manage) to `zuora` or `stripe`. While it is blank, the Acquisition Journey stops with a "Payment Provider is not configured" message; from 13.96 the Cancel action ends without cancelling, and from 13.97 Manage Subscriptions shows an error instead of the subscription actions and Subscription Actions Rules cannot be configured

**Improvement:** add a contact picker for business accounts in Manage Subscription flows

**Improvement:** increase the OfferId field on the OrderEvent platform event to 255 characters for longer offer identifiers

**Bug fix:** fix selection count and display glitches in multi-select picklists

### Release 13.90 - 19 Feb 2026

**Improvement:** new Send Quote by Email and Send Quote Preview by Email actions on Limio Quote email the customer a checkout or preview link; your administrator must create email templates with the API names `Limio_Quote_Checkout_Template` and `Limio_Quote_Checkout_Preview_Template` in a shared email folder, and agents see a clear message when one is missing

### Release 13.86 - 17 Feb 2026

**Bug fix:** usage-based add-ons in quotes show their unit price instead of 0.00

### Release 13.79 - 29 Jan 2026

**Improvement:** Added support for placeholder quotes, allowing draft quotes to be created before finalising offer details

### Release 13.78 - 28 Jan 2026

**Bug fix:** Fixed an issue where filter rules were not editable when the offer\_rate\_economist pricing model was applied

### Release 13.77 - 21 Jan 2026

**Bug fix:** Fixed billing details sending the country as a full name instead of the expected ISO2 code

**Bug fix:** Fixed add-on prices displaying incorrectly with tax

### Release 13.76 - 14 Jan 2026

**Bug fix:** Fixed an issue where the "All available add-ons have been selected" message appeared incorrectly

**Improvement:** Added the ability to generate checkout and preview links directly from a Salesforce Flow by triggering an Invocable Apex class

### Release 13.70 - 9 Jan 2026

**Improvement:** Added the ability to filter offers by properties on related Salesforce records

**Bug fix:** Fixed filtering discount add-ons by text attributes

### Release 13.69 - 31 Dec 2025

**Improvement:** Added price override support for zero-price add-ons

### Release 13.68 - 31 Dec 2025

**Improvement:** Implemented price overrides for add-ons in Limio quote context, allowing sales agents to manually adjust pricing

**Bug fix:** Fixed an issue where a manually entered price value was lost due to recalculation and decimal conversion

### Release 13.67 (requires Limio release 114 or later) - 31 Dec 2025

**Improvement:** Checkout tags are no longer modified when entered — previously, leading slashes were stripped to avoid double-slash issues in URLs. Since tags are no longer embedded directly in the link, this sanitisation is no longer needed and user input is preserved as-is

**Improvement:** Improved the add-ons user experience in quotes

### Release 13.66 - 29 Dec 2025

**Bug fix:** Checkout expiration times that are cleared or not provided are now represented as absent (null/omitted), preventing incorrect expiration values on orders.

### Release 13.65 - 22 Dec 2025

**Improvement:** Added use of recovery link when initiating a checkout

**Improvement:** Added a "no more add-ons available" message when all add-ons of a given type have been selected

### Release 13.60 - 11 Dec 2025

**Improvement:** Fixed quote pricing validation logic to allow an effective price greater than the base price

### Release 13.58 - 3 Dec 2025

**Improvement:** Added a configuration flag to suppress publishing the platform event when generating checkout links

### Release 13.57 - 3 Dec 2025

**Improvement:** Added the quote ID to the icAppEvent platform event payload when generating checkout links

### Release 13.55 - 2 Dec 2025

**Improvement:** Added price override support in Limio Quotes, enabling sales agents to adjust offer pricing before sending a quote

### Release 13.49 - 19 Nov 2025

**Bug fix:** Fixed incorrect quantity and total for usage-priced offers with initial pricing

**Bug fix:** Refactored add-on handling in credit memo orders

### Release 13.48 - 5 Nov 2025

**Improvement:** Added an effective date picker component in flows, allowing users to select when a change should take effect

**Improvement:** Added full bundle offer support in Limio Quotes, including per-item charge lines with editable discount and effective price, bundle quantity control, aggregated totals with a total price column, modified offer overrides on order items, an add-on panel, and an updated bundle layout

### Release 13.47 - 28 Oct 2025

**Improvement:** Updated the Upsert Limio Quote flow to include Update Subscription Quotes

### Release 13.46 - 23 Oct 2025

**Improvement:** Updated FlowCartItems to render offers and add-ons from an existing subscription

**Improvement:** Added FlowUpdateCheckout component for generating update subscription checkout links

**Improvement:** Refactored add-on cart items to handle external pricing and usage-based scenarios

### Release 13.45 - 13 Oct 2025

**Improvement:** Added new fields for the OrderEvent\_\_e platform event: NewPrice, PreviousPrice, NewTermLength, PreviousTermLength, NewTermType, and PreviousTermType

**Improvement:** The Effective Date Picker component now includes a configurable "Selected Subscription" property in Lightning App Builder, allowing admins to pass a subscription context for more precise date selection. This is an optional setting — existing pages continue to work without changes. When configured, users benefit from improved defaults and validation aligned to the selected subscription

**Improvement:** Added a "Replace Offer" button on the FlowCartItems component

### Release 13.44 - 8 Oct 2025

**Improvement:** Added backend logic for update subscription checkout links

**Bug fix:** Fixed order items dispatch timing when received from the parent component

### Release 13.43 - 2 Oct 2025

**Bug fix:** Fixed order item quantity handling in the offerItem component

**Bug fix:** Fixed a blank Country filter appearing in the catalog filters

**Improvement:** Added the ability to sort discounts in ascending order when adding discounts

**Bug fix:** Fixed an undefined label for the add-ons field in the Limio Order Summary component

### Release 13.42 - 30 Sep 2025

**Tech debt:** To enhance security and request handling, we added `source:salesforce` to all order preview calls from Limio for Salesforce.

### Release 13.41 - 24 Sep 2025

**Bug fix:** Removed "Country" and "Sales Channel" from the list of available filters.

Filters Configuration tool:

**Tech debt:** simplified Offers Catalog columns definition, removed legacy code

**Improvement:** Effective Date Picker component now allows presetting the date on load of the component<br>

### Release 13.40 - 23 Sep 2025

**Improvement:** added Bill To and Sold To contacts in the Upsert Limio Quote flow, with new fields on the Limio Quote to store contact IDs

**Improvement:** added ability to manually override offer price in Limio Quotes

### Release 13.38 - 16 Sep 2025

**Improvement:** made Upsert Quote flow overridable

### Release 13.37 (requires Limio release 112 or later) - Sep 15, 2025

* **Improvement**: Generate Checkout from Limio Quote screen flow was made Overridable for easy customisations in the customers organisation.
* **Bug fix:** subscriptions were not visible in the Manage Subscription flow when some of the fields were missing from the some subscriptions in the list.
  * Subscriptions table now loads successfully to unblock agents and allow for order processing on valid subscriptions.
  * Error handling was improved to highlight what field exactly is missing from the subscription object.
* **Bug fix:** added read-only state to the Subscription Table Config tool for Assisted Sales - Users permission set.
* **Improvement:** allowed passing marketing attributes from Limio offer to the checkout link
* **Improvement:** added a Total Amount, Discount Amount and Discount Percentage fields to the Limio Quote object
* **Improvement:** `queryMore` functionality added to the Customer subscriptions table which allows for infinite scrolling when a customer owns a large number of subscriptions.
* **Improvement:** implemented logic to calculate tax in Zuora Preview in the Limio Quotes context
* **Improvement**: updated data structure of offers and addons in an order payload to align with a new architecture design of the Limio Commerce.
  * > **This change requires Limio Commerce 112 release or later**

### Release 13.28 - Aug 1, 2025

* **Improvement**: a new Limio Quoting tool:
  * [Limio\_Quote\_\_c object and field definition](https://docs.limio.com/integrations/using-limio-for-salesforce/using-quoting-tool/quote-object-definition)
  * [How to use the Limio Quoting tool](https://docs.limio.com/integrations/using-limio-for-salesforce/using-quoting-tool)
* **Improvement:** a new [Filters Configuration feature](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/filtering-rules/filters-config-tool) to allow admin users to configure which filters are visible in the Offers Table dropdown
* **Improvement:** made Subscriptions table scrollable horizontally
* **Improvement:** improved the basic address validation in the Limio Address component to accept umlauts

### Release 13.27 - July 22, 2025

* Tech debt: Enabled Address Book integration for delivery address form submissions

### Release 13.26 - July 21, 2025

* **Improvement**: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/new-component-design/schedules-table-component](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/new-component-design/schedules-table-component "mention")
* **Improvement**: Allowed new Offers Table component to be usable in Manage Subscription Flows: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/new-component-design/switch-to-new-offers-table](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/new-component-design/switch-to-new-offers-table "mention")
* **Improvement:** Allowed passing custom fields to the Limio Initiate Checkout component

### Release 13.24 - July 4, 2025

* **Improvement**: new Order Totals component.
* **Improvement:** made filters section collapsable in the Limio Offers Table.

### Release 13.20 - June 23, 2025

* **Improvement**: redesign and performance improvements of the Flow Initiate Checkout Link component

### Release 13.19 - June 23, 2025

* **Improvement**: New Offers Table component - another piece of our redesign initiative. Can be incorporated into an existing flow copy:
  * [Limio Offers Table component](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/new-component-design/offers-table-component)
  * [Using Limio Offers Table and Limio Cart Items in your Acquisition Flow (Component Migration Guide)](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/new-component-design/migration-guide)
* **Bug fix:** when redeeming a gift subscription, start date was set to the date of the gift purchase, Now it is set to the date of a gift redemption.

### Release 13.12 (requires Limio release 108 or later) - June 5, 2025

**Introduces License Enforcement for Packaged Components**

* **License Enforcement**: We introduced **stricter license validation** of the managed package users. Now, access to packaged components is restricted to users with a valid package license. Users without an active license will encounter an error when attempting to access Limio components. This change ensures that only authorized users can interact with Limio for Salesforce. Please verify user licensing to avoid access issues.
  * You can learn more how to manage your Managed Package license in this [Salesforce help desk document](https://help.salesforce.com/s/articleView?id=xcloud.distribution_managing_licenses.htm\&type=5)
  * If you need help, feel free to contact us via <support@limio.com>
  * To purchase additional licenses please visit Limio on [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FA3kFUAT)
* **Improvement**: Show only published add-ons in LFS
  * Note: If you are using add-ons, you will need to adopt [Limio Release 108](https://docs.limio.com/release-notes/limio-commerce-release-notes/readme/limio-release-notes-release-108) and ensure your add-ons are published before adopting LFS Release 13.12.
* **Improvement**: allow users to re-order filters in the Offer Selector
* **Improvement**: Added support for generating a Checkout URL directly from the Salesforce Opportunity context during both acquisition and renewal flows.

  *Note: This requires a related Contact on the Opportunity to identify the customer in Limio.*
* **Bug Fix**: Resolved an issue with gift refunds where the refunded amount was incorrectly calculated based on the most recent version of the gift offer. The system now uses the offer version that was originally purchased to ensure accurate refund amounts.
* **Improvement**: Separated **User Criteria** from the **Subscription Criteria** component in rule builders. This enhancement allows defining User Criteria independently, including for use in the New Subscription order type.
* **Bug fix \[Requires flow configuration update]**: generating checkout links now supports promo codes, see details in [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/acquisition-flow/promo-code-redemption](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/acquisition-flow/promo-code-redemption "mention")\
  **Note**: this fix is included in the template flow, but requires a manual change in the local Acquisition and Renew flow copies.
* **Bug fix:** added additional guardrails around a helper function .areDatesEqual() in the Cancellation screen component to fix the intermittent rendering issue.<br>
* **Improvement:** The Subscriptions Table Config tool now supports distinct column configurations for person and business accounts.
  * **\[Requires flow configuration update]:** If you're using the Manage Subscriptions flow, you'll need to update one component to access the enhanced functionality:
    * **Replace:** Apex Action "Set columns of the Subscriptions Table"\
      **With:** Apex Action "Set columns of the Subscriptions Table by Record IDs"

      This change enables access to current record context, allowing the tool to automatically apply the appropriate column configuration based on account type (person vs. business).
* **Improvement:** Added full attribute path display in the configuration interface for better traceability of original values after relabeling in the Subscriptions Table Config.<br>
* **Improvement**: Added a set of new *Named and External Credentials* for Limio and Zuora to the managed package (currently disabled and will remain so until deprecation of legacy credentials is required by Salesforce; intended as future-proofing preparation).

### Release 12.99 - Mar 19, 2025

* **\[Requires flow configuration update]** Bug fix: Added a new `contactId` input property to the `flowInitiateCheckout` component to enable generating checkout links for the correct Contact, such as in business account scenarios.\
  **Note**: this fix is included in the template flow, but requires a manual change in the local Acquisition and Renew flow copies.

### Release 12.98 - Mar 12, 2025

* **Improvement:** Updated Offer Catalog Table Config to display the full path of selected attributes for better clarity and context, making it easier to trace original values even after relabelling. The view is now split into two tabs— Catalog Columns and Catalog Side Panel —for improved use of horizontal space:<br>

### Release 12.97 - Mar 12, 2025

* **Improvement:** Upgraded internal Salesforce component versions to align with latest platform releases and best practices.

### Release 12.85 - Mar 5, 2025

* **Improvement:** Removed legacy Apex classes identified as insecure during penetration testing to improve system security.

### Release 12.80 - Feb 19, 2025

* **Improvement:** We’ve introduced a new boolean attribute, **Has Delivery**, to the Subscription Criteria section within Subscription Action Rules and Offer Filtering Rules. This attribute indicates whether a subscription includes a deliverable product.\
  \
  Additionally, we’ve updated the layout to a **two-column design** to improve readability and make better use of space.<br>

### Release 12.75 - Jan 24, 2025

* Improvement: Added a new column to the [Subscription table config](https://docs.limio.com/integrations/using-limio-for-salesforce/subscriptions-table-columns/customise-subscriptions-table) displaying the customer's first and last name, with a clickable link for redirection.
* Improvement: Added a "Copy to Clipboard" button on the [Generate Purchase Link](https://docs.limio.com/integrations/using-limio-for-salesforce/generate-checkout-link) screen in the Renew and Acquisition flows.

### Release 12.74 - Jan 14, 2025

* Improvement: Revert Cancel and Redeem a Gift flow\
  received the isTemplate attribute, which will allow you to make copies of them in the future

### Release 12.72 - Jan 9, 2025

* Improvement: Changed labels of the Current billing period
* Improvement: Allowed to configure min and max effective dated on cancel and switch from the flow<br>
* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/passing-custom-fields](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/passing-custom-fields "mention") functionality is available in all flows

### Release 12.71 - Dec 23, 2024

* Improvement: Validation for free text inputs
* Improvement: Added critical flag to order process steps
* Improvement: Warning about a pending discount in the next term during cancel-save

### Release 12.70 - Dec 6, 2024

* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-revert-cancel](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-revert-cancel "mention")

### Release 12.69 - Nov 28, 2024

* Improvement: Now there is a refresh button on the Existing Payment Methods screen. When clicked, it refreshes the payment method table.<br>

### Release 12.68 - Nov 14, 2024

* Improvement: Redeem promo code with new promo code v2 API for new subscriptions: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/acquisition-flow/promo-code-redemption](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/acquisition-flow/promo-code-redemption "mention")
* Improvement: Include the [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-cancel/price-filter](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-cancel/price-filter "mention") for the Switch flow
* Bug-Fix: Add scrolling to the add-on selection modal

### Release 12.66 - Oct 28, 2024

* Improvement: ignore abandoned baskets with no-order items
* Improvement: end of term cancellation logic, surfaced active

### Release 12.65 - Oct 14, 2024

* Improvement: allowed cancelling an evergreen subscription on any future date, not limited by the current billing term.

### Release 12.64 - Oct 7, 2024

* Improvement: improved custom labels translation to German.
* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-cancel/price-filter](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-cancel/price-filter "mention") in the Offers Catalog
* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/populating-salesforce-data/platform-events-flexible/orderevent-flow](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/populating-salesforce-data/platform-events-flexible/orderevent-flow "mention")

### Release 12.63 - Oct 3, 2024

* Improvement: Offers Filtering Rule Finder updated to handle search by external subscription flag and permission sets.\
  **Note:** To activate this feature in an existing Manage Subscriptions flow copy, connect the **selectedSubscription.external** property to the **external** input of the **Get Subscription Actions** Apex action in the **Manage Subscriptions** flow.<br>
* Improvement: Set a maximum height to the Customer Timeline component. It equals 45% of the browser window height. It helps to save the space on the page when a customer history contains a long list of events.
* Improvement: Zuora events available in the Customer Timeline view (hidden by default)

### Release 12.61 - Sep 11, 2024

* Improvement: Included German translations of the Custom Labels in the package - [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/detailed-salesforce-setup/package-translations](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/detailed-salesforce-setup/package-translations "mention")

### Release 12.59 (requires Limio release 105 or later) - Sep 9, 2024

* Improvement: Zuora events in the Subscription Timeline - hidden by default:
* Improvement: adjusted Credit Memo flow to allow for[ open credit memo amount](https://docs.limio.com/integrations/using-limio-for-salesforce/manage-subscriptions-flow/subflow-credit-memo/open-credit-memo).

### Release 12.58 - Aug 27, 2024

* Improvement: added Status to complete the set of fields in the OrderEvent\_\_e Platform Event definition.

### Release 12.55 - Aug 12, 2024

* Improvement: Allow users to use profile permission sets as criteria in [Subscription Action Rules](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/subscription-actions-rules) and [Offer Filtering Rules](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/filtering-rules).<br>

### Release 12.54 - Aug 07, 2024

* Improvement: Disabled date shortcut buttons when an end-of-term action is taken, just like the effective date field during a cancellation process.

### Release 12.53 - Aug 01, 2024

* Improvement: Enable users to use attribute external in [Subscription Action Rules](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/subscription-actions-rules) and [Offer Filtering Rules](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/filtering-rules).<br>
* Bug Fix: Fixed Submit Order label on Gift Redemption

### Release 12.52 - July 25, 2024

* Improvement: allowed running Limio flows in the context of a Salesforce Contact.
* Improvement: allowed passing Company Name as an address field in the Limio order, and included it in the address summary on the flow Order Summary screen.
* Bug fix: updated the effective date field date picker in Cancel and Switch flows to set the minimum allowed effective date as the *current term's billingPeriodStart* instead of the overall subscription startDate.
* Bug fix: fixed content overflow in the Offer Filtering rules Preview modal.

### Release 12.51 - July 12, 2024

* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/rule-finder](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/rule-finder "mention")
* Improvement: now you can preview the catalog when setting up Offer Filtering rule. Click on the Preview button to open a modal with the selected filters preloaded in the Offers Catalog:<br>

### Release 12.49 - July 8, 2024

* Improvement: added output properties to the Order Summary screen that contain order processing status to enable implementation of the further processing and tracking logic in the Salesforce flow: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/order-total-position/post-order-customisation](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/order-total-position/post-order-customisation "mention")

### Release 12.48 - July 2, 2024

* Bug fix: aligned Exclude from NCOA logic with the current Change Address flow: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/address-mandatory-fields/change-address-exclude-ncoa](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/address-mandatory-fields/change-address-exclude-ncoa "mention")
* Bug fix: added a missing label to the Submit button on the Gift Refund order summary screen.

### Release 12.47 - June 25, 2024

* Improvement: buttons with date shortcuts for the main subscription term dates have been added to the Switch and Cancel Subscription screens:<br>
* Improvement: added OrderEvent\_\_e fields to the managed package to simplify adoption of the platform events functionality in LFS and Limio Commerce.

### Release 12.46 - June 17, 2024

* Improvement: sort Customer Subscriptions table by clicking on any column's header. Also we added a default sorting of the table by status: Active subscriptions at the top.<br>

### Release 12.45 - June 11, 2024

* Improvement: Subscription action rules can now be configured to restrict actions on particular subscriptions by selecting no allowed actions. In such cases, users will see a notification:<br>
* Improvement: Google Pay option is now displayed in the Customer Wallet table:<br>
* Bug fix: Fixed a Change Delivery Address action in the legacy Manage Subscriptions app.

### Release 12.44 - May 29, 2024

* Improvement: Surfaced the name of the filtering rule currently in use in the Catalog. If the Catalog utilises an Offers Filtering Rule to pre-load the filters, a new information icon appears in the Filters section. Hovering over it, allows users to view the name of the applied rule. The icon will be hidden if no rules are in use.<br>
* Improvement: Updated the structure of the Invoice payment object.
* Improvement: Users can now adjust the quantity of their selected offer during a Switch flow. If the new offer permits multiple purchases ("allow\_multibuy\_\_limio": true), a new counter component will appear on the user interface, enabling users to change the quantity of the offer in their order.<br>

### Release 12.43 - May 22, 2024

* Bug fix: Corrected the date shown on the user interface when renewing an expired subscription: the effective date is now set to today if the current subscription has ended in the past.
* Bug fix: Implemented format validation for the subscription's purchase country to ensure it is in uppercase. This is necessary for case-sensitive queries when retrieving offers from the catalog.

### Release 12.42 - May 20, 2024

* Improvement: prepared LFS Manage Subscriptions flow to a future support of translations by adding Custom labels to all user-facing components.
* Improvement: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/subscription-actions-rules](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/subscription-actions-rules "mention")
* Bug fix: removed a redundant Effective date column from the Selected Add-Ons table in the Credit Memo journey

### Release 12.41 - May 1, 2024

* Improvement: prepared LFS Acquisition flow to a future support of translations by adding Custom labels to all user-facing components.

### Release 12.39 - April 16, 2024

* Improvement: the updated Change address flow now allows customers to update their billing address as well as the delivery address, or both, in a single order. Learn in more detail in [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-change-address](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/manage-subscriptions-flow/subflow-change-address "mention")\
  **Note**: this feature might require an update to your existing Change Address flow as per the document above.
* Bug fix: Limio offer attributes of type Picklist were not matching correctly in the [Offer Filtering rules](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/filtering-rules).
* Bug fix: set sorting of the Timeline entries to descending by created date, [View a Subscriber Timeline](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/subscriber-timeline)

### Release 12.34 - March 15, 2024

* Improvement: Previously, in cases where there were two offer filtering rules with matching subscription criteria but different offer attributes criteria, the system would only consider the first rule that matched and disregard the rest. However, the system now allows for such cases, the rule with the highest number of matching attributes will be assigned a higher priority. Learn more in [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/offer-attributes-filtering](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/offer-attributes-filtering "mention")

### Release 12.32 - March 14, 2024

* Improvement: hidden filters are now also excluded from the "Add more filters" dropdown in the Catalog filters panel to prevent any unintentional changes, for more details check [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/hidden-filters](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/filtering-rules/hidden-filters "mention")

### Release 12.29 - February 28, 2024

* Improvement: added an error screen to the Acquisition flow for a misconfigured Case record to guide users:<br>
* Improvement: a new [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/subscriptions-table-columns/customise-subscriptions-table](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/subscriptions-table-columns/customise-subscriptions-table "mention") and updated [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/subscriptions-table-columns](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/subscriptions-table-columns "mention")

### Release 12.28 - February 21, 2024

* Bug fix: skip add-ons that are missing type attribute instead of throwing an error

### Release 12.27 - February 20, 2024

* Bug fix: when removing a selected add-on, the name was "undefined" in the confirmation modal
* Improvement : allowed order processing without customer details for Business Accounts, learn more in [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/order-total-position/person-business-accounts](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/using-limio-for-salesforce/order-total-position/person-business-accounts "mention")

### Release 12.26 - February 8, 2024

* Bug fix: The Address Book feature was not properly populating the form when an address had a value for the state/province field, but the country was not Canada or the United States.

### Release 12.25 - January 31, 2024

* Improvement: Timestamps of the order processing events are now following a SF user's timezone setting instead of UTC
* Improvement: now it's possible to edit add-on's quantity during Acquisition journey
* Bug fix: changed the definition of the tracking object on the order payload to fix an intermittently missing CaseId - this change applies to all Limio for Salesforce flows.

### Release 12.24 - January 17, 2024

* Improvement: Customer Overview component, learn more: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/subscriber-timeline/customer-overview](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/subscriber-timeline/customer-overview "mention")

### Release 12.23 - January 16, 2024

* Improvement: added a global Apex class for creating Limio subscriptions, learn more: [https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/apex-classes/create-order-apex](https://app.gitbook.com/s/KxTpA9AeeNYx1ml6UpHj/setting-up-limio-for-salesforce/apex-classes/create-order-apex "mention")
* Bug fix: keep track of the initiated source of an abandoned basket
* Improvement: enhanced error handling in the Limio Acquisition flow, implemented a dedicated screen to provide guidance to users encountering a misconfigured Case record during the execution of the flow.

### Release 12.22 - December 26, 2023

* Improvement: change the add-ons label to reflect your business case better -
* Improvement: added the ability to specify the types of add-ons that will be shown in the dropdown menu within the Acquisition and Credit Memo processes,
* Improvement: create even more granular filtering rules with subscription's offer criteria -
* Improvement: pass custom details from Limio for Salesforce flows to Limio in the order payload -
* Bug fix: ensure that the basket is regenerated accurately when a user navigates back in the flow and modifies the offer in the Acquisition and Renewal flows.

### Release 12.19 - November 24, 2023

* Improvement: implemented displaying timestamps in the current SF user's timezone within the Customer and Activity Timelines for a more user-friendly and contextually relevant agent experience.
* Improvement: introduced the capability to include multiple add-ons to a single order
* Improvement: added a quantity column to the order preview table for a better display of the calculation breakdown for orders with multi-buy offers and/or multiple add-ons.

### Release 12.18 (**\_**&#x72;equires Limio release 93 or late&#x72;**\_**) - November 22, 2023

* Improvement: introducing a new order type - Credit Memos, learn more here:
* Improvement: added a special error message for the missing Zuora preview on cancelling an already cancelled subscription: \`Could not calculate total at this time. Reason: preview is not available when amending a cancelled subscription. Please proceed with the transaction.\`
* Tech debt: updated the Renewal flow to end after the checkout link is generated
* Improvement: defining a type of add-on for a discount to be applied on acquisition was made case insensitive ("discount" && "Discount" are both valid types)

### Release 12.16 - November 13, 2023

* Improvement: currencies shown in the timeline now adhere to the locale settings of the Salesforce user.
* Bug fix: corrected an issue by making the subscription's current term dates static, ensuring they no longer change based on the machine timezone.

### Release 12.15 - November 10, 2023

* Improvement: introduced a way of capturing a reason when processing an order with a lifetime discount add-on, learn more:
* Improvement: added support for timeline currency formatting based on the current SF user's locale

### Release 12.14 - November 8, 2023

* Improvement: added a new property to the order payload to allow tracking events origin - initiated\_source
* Improvement: every time a checkout link is generated as a payment method in LFS, we publish a Platform event containing the link and other order-related details to allow our clients build custom automation logic based on it.
* Improvement: enriched address summary view in the Order Summary flow screen to include all populated fields
* Bug fix: added support for the timeline events of an unsupported type

### Release 12.11 - October 25, 2023

* Improvement: updated message for customers without Limio subscription history to “Not applicable for this customer”. Learn more in the Error handling section of<br>

### Release 12.10 - October 23, 2023

* Improvement: it's now possible to see the name of a SF user who triggered a subscription event from Limio for Salesforce in the new Created By field. The change applies to both Activity timeline and Subscriber timeline<br>
* Improvement: added standalone fields to map building number and street name in the CustomerAddress apex class, learn more .
* Improvement: default sorting of the Customer Wallets table entries by Last Updated date in descending order; Last Updated and Type columns were made sortable by clicking on the column header.
* Improvement: improved display of the checkout link countdown - zero values hidden.
* Bug fix: added validation for a subscription's start date format.

### Release 12.09 (requires Limio release 93 or later) - October 19, 2023

* Improvement: possibility to select additional charges for an acquisition order, learn more:
* Improvement: preventing the order from being submitted multiple times in the flow by disabling the Submit button after it was clicked once:

### Release 12.08 (requires Limio release 91 or later) - October 18, 2023

* Improvement: added the ability to define a custom expiration time for a Checkout URL and regenerate the link when the basket expires
* Bug fix: updated Abandoned baskets table to account for baskets without an associated campaign

### Release 12.06 - October 11, 2023

* Improvement: if a user purchases a subscription and the transaction fails, we now display the status as "Failed" in Limio for Salesforce

### Release 12.05 - October 9, 2023

* Improvement: added a flag to the checkout baskets initiated from Limio for Salesforce
* Improvement: added the ability to

### Release 12.04 - October 6, 2023

* Improvement: filtered out Cancelled charges from the Upcoming tab in the Subscription timeline
* Improvement: added a configuration property to control the Upcoming tab visibility:

### Release 12.03 - September 19, 2023

* Improvement: Generate Checkout URL payment option was added to the master Renewal Flow
* Improvement: added the ability to update a checkout tag of the link built for the Generate Checkout URL payment method

### Release 12.02 - September 13, 2023

* Improvement: new payment method type introduced - Generate Checkout URL

### Release 12.00 - September 5, 2023

* The old "Raise Order" logic is now no longer supported.

### Release 11.69 - August 22, 2023

* Improvement: in the order results action, remove the action name from the last step, just have a generic "success", "failed"
* Improvement: in the refund line items, remove the "Refund" from the offer name line item

### Release 11.68 - August 21, 2023

* Improvement: new Apex class to get details about a gift recipient for a gift purchaser in the Limio Manage Subscription flow, learn more:
* Improvement: new properties in the Acquisition flow that allow to pass custom fields in the billing and delivery address objects, learn more:

### Release 11.66 - August 10, 2023

* Improvement: when fetching customer wallet entries, if one entry has an issue, the other entries won't be affected
* Improvement: when selecting invoice as payment method, the user will have the option to specify delivery preference for the invoice (either email or post)
* Improvement: an order completed from an existing basket now updates the basket status to "completed"

### Release 11.64 - July 31, 2023

* Improvement: when refunding a subscription in the refund action, if the amount to refund exceeds the last payment made (last charge) there is a dedicated error message "Amount cannot exceed last payment"<br>
* Improvement: when there is a cancellation, the order summary in the last step of the flow shows the selected reason label rather than its value.

### Release 11.63 - July 26, 2023

* Improvement: Abandoned Baskets logic added to the Acquisition flow
* Improvement: an additional rule for overriding a start date of a new subscription (allow only past dates or today)
* Bug fix: allow reusing an existing preloaded billing address when using an Invoice payment method
* Bug fix: pass the correct CaseId in the tracking object when processing an order in the flow

### Release 11.61 - July 25, 2023

* Improvement: in flows, the order summary now contains more details about the items being added to the order in previous steps on the flow. As an example, a mid term cancellation (with a refund due) will show the below information. This will work alongside the detailed line items introduced with release 11.52.

### Release 11.60 (requires Limio release 87 or later) - July 21, 2023

* Improvement: in the Acquisition flow, it is now possible to set the maximum and minimum allowed subscription start date thanks to two Integer flow-exposed properties: "Number of days in the future for a maximum allowed start date" and "Number of days into the past for a minimum allowed start date". See more here:

### Release 11.59 (requires Limio release 85 or later) - July 18, 2023

* Improvement: new subscriber timeline. See more here:
* Improvement: the multiselect dropdown component only shows options on click of the input area. Before, the options would show and hide when hovering the mouse over the input area. This would lead to unpredictable behaviour and cause the options to disappear if the mouse was moved out of the area. This behaviour is also in line with the standard salesforce single select dropdown (aka combobox).

### Release 11.56 - July 6, 2023

* Bug fix: when the zuora iframe was used to capture a payment for the customer, if the customer record has no email field populated, the payment would fail. This has now been fixed.
* Bug fix: in the offers catalog, the catalog would some times freeze and loading infinitely. This should no longer occur.

### Release 11.55 - July 3, 2023

* Improvement: ability to filter on the subscription timeline by event type and source.
* Improvement: add invoice payment method to the acquisition flow.
* Improvement: capture refund reasons in the refund flow. See for more information.
* Bug fixing

### Release 11.53 (requires Limio release 84 or later) - June 19, 2023

* Improvement: the timeline API now shows custom built data from a new Limio API.

### Release 11.52 - June 12, 2023

* Improvement: more detailed order summary line items from the zuora preview API.
* Bug fix: add support for the new limio term API response.

### Release 11.50 - June 5, 2023

* Improvement: in the events window, a new tab has been added for "Upcoming" charges, showing when the next charges are due for the specific subscriptions:

### Release 11.49 - May 22, 2023

* Improvement: the activity timeline is now shown within a tab.

### Release 11.48 - May 22, 2023

* Improvement: the zuora preview API for cancel and switch journeys now returns tax information as well.
* Improvement: in flows, the customer wallet payment selection can now be skipped, thanks to an additional flow exposed boolean attribute "Skip selection"

### Release 11.47 - May 17, 2023

* Improvement: pass billing details to the acquisition flow for accurate tax calculation and order preview. See more information here:

### Release 11.43 - Apr 25, 2023

* Improvement: ability to set up table columns of the offer catalog based on individual actions. Read more about this here:

### Release 11.37 - Apr 12, 2023

* Improvement: improve the warning message around zuora preview generated errors.<br>

### Release 11.36 - Apr 4, 2023

* Improvement: enable offers v2 for the B2B flow. When using the B2B flow (see ) the offer being fetched from limio will use either offers v1 or offers v2, according to the same control applied for the catalog table. For enabling offers v2 see

### Release 11.35 - March 30, 2023

* Improvement: add support for toxic rule validation when adding multiple offers in the acquisition flow.

### Release 11.34 - March 30, 2023

* Improvement: improving the offers table of the new enhanced filtering UI. This involves the following
  * offers are all displayed instead of showing paginated results. Users can scroll through the results and see “Showing xxx entries.” at the top.
  * Products and Entitlements columns (and any other columns configured that allow for arrays) will show all values and not just the first value.
  * Using the free text search now works on all returned results to narrow down results further. This does not perform a search on limio catalog, it only refines values in any column that were already returned for the applied filters.
  * User can sort on any column.
* New feature: Configure required filters per individual action. The filters configuration now supports specifying whether a filter is required. For more information see
* Bug fixes

### Release 11.28 - March 6, 2023

* New feature: implementing enhanced filtering UI. See

### Release 11.26 - March 1, 2023

* Improvement: in the customer wallet, if a card id expiring soon or has expired, a label is shown
* Improvement: multiple offers are supported in the acquisition journey. You can see how to enable it here:

### Release 11.23 - February 9, 2023

* Stabilising release.

### Release 11.19 - January 31, 2023

* Improvement: OpportunityId, email, and custom fields will now be included in the B2B Limio Order payload.
* Improvement: Price objects now include the unit\_amount to better support multi unit purchasing.

You can read more about B2B functionality in LFS here:

### Release 11.18 - January 30, 2023

* New feature: Users can now filter by custom attributes in the Offer Catalog. Read how to configure the settings in Limio Commerce here:
* Improvement: Timeline feature now specifies if an order was paid for via a gift code.

### Release 11.16 - January 24, 2023

* Bug fix: When inputting Direct Deposit information using the Address Book, some customer email addresses were not populated.

### Release 11.15 - January 24, 2023

* Improvement: Agents can now search and filter by term in the Offer Catalog.

### Release 11.14 - January 18, 2023

* New feature: Agents can now see a customer's current subscription on the Offer Catalog screen.
* Bug fix (Zendesk #3085): If an agent attempted to renew a lapsed subscription, they would only be able to select the original subscription end date. Now, agents will not be able to renew a an auto-renewing lapsed subscription.

### Release 11.13 - January 10, 2023

* Bug fix: If a user clicked the Previous button and changing data (like the offer selected), the new data would not be used when the Next button was clicked and the workflow was progressed.

### Release 11.12 - January 4, 2023

* Improvement: Countries added to the "Disallowed country list" in the Limio Commerce app will now also be restricted in LFS.

### Release 11.11 - January 4, 2023

* Bug fix: Gift refunds excluding tax for US and Canada
* Improvement: Show tax during gift refunds for US and Canada. Partial refunds for gifts are not allowed.

### Release 11.10 - January 3, 2023

* Improvement: when refunding a gift subscription, the process requires re-selecting the original gift offer for triggering the refund process. Previously, the agent had to manually search for it and select it. Now, the original offer is being automatically selected by the system on behalf of the agent, avoiding the extra manual process.

### Release 11.09 - December 28, 2022

* Improvement: Create rules based on product type. *Read more here:*

### Release 11.08 - December 19, 2022

* Bug Fix: Clicking View Events button causes an error in Manage Subscriptions and Flows.

### Release 11.07 - December 16, 2022

* Bug Fix: Cancel and Switch Flows not loading.
* Bug Fix: Rules for "Renew" action aren't displayed in Offer Selector.

### Release 11.02 - December 6, 2022

* Bug Fix: Filters in Offer Catalog are unselectable.
* Improvement: Show fields in dropdowns in alphabetical order.

### Release 11.01 - December 1, 2022

* Bug Fix: Payment method should not be a required field when cancelling a customer subscription as long as the order value is 0 or < 0.
* New Feature: Subscription Activity Timeline (not yet available to customers)


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.limio.com/limio-for-salesforce-changelog/limio-for-salesforce-changelog.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
