Limio for Salesforce

Order management and CPQ for subscriptions, inside Salesforce.

Limio for Salesforce is an installable managed package from the AppExchange that puts subscription commerce inside Salesforce. Sales and customer service teams quote, order and service subscriptions from records they already work in, and every action is processed by Limio Commerce through the API.

Depending on who you talk to, it gets called an order management application or a CPQ. It does both.

Limio connects to Salesforce in two ways, and they are not the same thing.

The Salesforce Data Integration is included with Limio Commerce. It writes orders, Accounts and Contacts into Salesforce so your CRM reflects online commerce. No package to install.

Limio for Salesforce — this space — is a paid add-on. It lets your teams work in Salesforce: building quotes, taking orders, and changing subscriptions.

Not sure which you need? Choosing Your Salesforce Setup

Where to start

Quote and sell

Build priced quotes from your live catalog and send customers a checkout link. Common for B2B and high-value deals.

Limio CPQ

Take orders directly

Agents select offers and complete the order in Salesforce on the customer's behalf.

Acquisition Flow

Service subscriptions

Switch, cancel, refund, add-ons and address changes, from the subscription record.

Manage Subscriptions Flow

Set it up

Install the package, connect it to Limio, and configure the catalog your teams see.

Install & Connect

Two ways teams sell

Most orgs use one of two motions, and the docs are grouped to match.

Quote-led. A rep builds a quote on an Opportunity, prices it, gets it approved, and sends the customer a link to complete checkout themselves. The rep never handles payment details. See CPQ.

Agent-completed. An agent selects the offer and completes the order in Salesforce during the call, capturing payment or issuing a payment link. See Agent-Assisted Ordering.

Both use the same catalog, the same configuration and the same servicing flows. Teams that do both are normal.

Version compatibility

Features note the Limio for Salesforce (LFS) version they require, and sometimes a minimum Limio Commerce release. Check the release notes for what is in your installed version.

Getting help

• Troubleshooting — common failures and their fixes
• Grant Access to Limio Support
• [e-mail]