> 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/salesforce/readme.md).

# Limio for 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.

{% hint style="info" %}
**Limio connects to Salesforce in two ways, and they are not the same thing.**

The [**Salesforce Data Integration**](https://docs.limio.com/integrations/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](/salesforce/choosing-your-salesforce-setup.md)
{% endhint %}

## Where to start

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Quote and sell</strong></td><td>Build priced quotes from your live catalog and send customers a checkout link. Common for B2B and high-value deals.</td><td><a href="/pages/K9C8UFl6ouH78H2FTnXn">/pages/K9C8UFl6ouH78H2FTnXn</a></td></tr><tr><td><strong>Take orders directly</strong></td><td>Agents select offers and complete the order in Salesforce on the customer's behalf.</td><td><a href="/pages/0kgfm8TyPPPFkbDEHu1m">/pages/0kgfm8TyPPPFkbDEHu1m</a></td></tr><tr><td><strong>Service subscriptions</strong></td><td>Switch, cancel, refund, add-ons and address changes, from the subscription record.</td><td><a href="/pages/5LJVdRzDtM9mZ0IiAZPV">/pages/5LJVdRzDtM9mZ0IiAZPV</a></td></tr><tr><td><strong>Set it up</strong></td><td>Install the package, connect it to Limio, and configure the catalog your teams see.</td><td><a href="/pages/svZNLBnyu0fAiJ1xgIzZ">/pages/svZNLBnyu0fAiJ1xgIzZ</a></td></tr></tbody></table>

## 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](/salesforce/cpq/limio-cpq.md).

**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](/salesforce/agent-assisted-ordering/acquisition-flow.md).

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](https://docs.limio.com/lfs-changelog/) for what is in your installed version.

## Getting help

* [Troubleshooting](/salesforce/support/troubleshooting.md) — common failures and their fixes
* [Grant Access to Limio Support](/salesforce/support/troubleshooting/grant-support-access.md)
* <support@limio.com>


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