Setup

One-time setup to turn on quoting in your Salesforce org.

Requires Limio for Salesforce v13.24 or later. Upgrade before following these steps.

If you have installed a version of the package that includes the quoting components, you can proceed with the steps below.

A. Update the Opportunity layout

1. Surface the Generate Limio Quote action button on the Opportunity page.
2. Add Limio Quotes to the related lists section.

B. Create a custom copy of the "Generate Checkout Link from Limio Quote" flow

1. Open the out-of-the-box Generate Checkout Link from Limio Quote flow in Salesforce Flow Builder.
2. In the left-hand panel, go to the Manager tab.
3. Find the domain variable.
4. Click the variable and set its default value to your Limio domain (e.g. https://yourdomain.limio.com).

   Note: Because the Preview and Checkout screens both reference this variable in their Limio Initiate Checkout components, updating it here means you only need to set it once — the value is used automatically in both screens.

   
5. In the View Cart and Generate Links screen you will see two Limio Initiate Checkout components. They are meant to contain different page tags — one for preview, one for checkout.

   • In each component's properties panel, set Limio Page Tag to the correct value.

   
6. Save your changes as a new flow.

C. Update and activate the Limio Quote Lightning record page

1. From the Opportunity record, click the Generate Limio Quote button you just added, select an offer, click Next, and follow the link to the newly created Limio Quote record.

   
2. On the top right, click the gear icon, then Edit Page.
3. Open Limio Quote Record Page from the Lightning pages list.
4. Click the flow component in the main area of the page and replace the out-of-the-box flow referenced there with the new flow you just created. Pass in the recordId.
5. Save and Activate the page, and assign it as Org Default.

Next

New Quote