> 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/setting-up.md).

# Setting Up

- [Install & Connect](https://docs.limio.com/salesforce/setting-up/install-and-setup.md)
- [Connected App](https://docs.limio.com/salesforce/setting-up/install-and-setup/install-connected-app.md)
- [Valid IP Addresses](https://docs.limio.com/salesforce/setting-up/install-and-setup/valid-ip-addresses.md)
- [Detailed Setup](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup.md): Configuration you do once, after the package is installed.
- [Named Credentials](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/named-credentials-package.md)
- [Maintaining Credentials](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/named-credentials-package/named-credentials.md)
- [Custom Metadata Types](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/custom-metadata-types.md)
- [Multiple Offers Purchase](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/custom-metadata-types/enable-multiple-offers.md)
- [Enhanced Filtering](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/custom-metadata-types/enhanced-filtering.md)
- [Product & Campaign Entries](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/custom-metadata-types/adjust-entries-count.md)
- [Package Translations](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/package-translations.md)
- [Subscription Identifier](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/subscription-identifier.md)
- [Payment Providers](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/payment-providers.md)
- [Callout Timeouts](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/callout-timeouts.md)
- [Zuora HPM](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/zuora-hosted-payment-method.md)
- [Stripe Payments](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/stripe-payments-for-salesforce.md)
- [Permission Sets](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/permission-sets-overview.md)
- [Dismiss Blocked Product Rule](https://docs.limio.com/salesforce/setting-up/detailed-salesforce-setup/permission-sets-overview/dismiss-blocked-product.md)
- [Offers](https://docs.limio.com/salesforce/setting-up/filtering-rules.md)
- [Offer Attributes](https://docs.limio.com/salesforce/setting-up/filtering-rules/offer-attributes-filtering.md)
- [Hidden Filters](https://docs.limio.com/salesforce/setting-up/filtering-rules/hidden-filters.md)
- [Filters Config Tool](https://docs.limio.com/salesforce/setting-up/filtering-rules/filters-config-tool.md)
- [Catalog Table Columns](https://docs.limio.com/salesforce/setting-up/filtering-rules/customise-table-columns.md)
- [Rule Finder](https://docs.limio.com/salesforce/setting-up/filtering-rules/rule-finder.md)
- [Add-Ons](https://docs.limio.com/salesforce/setting-up/add-ons-config.md)
- [Labels](https://docs.limio.com/salesforce/setting-up/add-ons-config/add-ons-label.md)
- [Display Types](https://docs.limio.com/salesforce/setting-up/add-ons-config/add-ons-display-types.md)
- [Subscriber Timeline](https://docs.limio.com/salesforce/setting-up/subscriber-timeline.md)
- [Activity Timeline](https://docs.limio.com/salesforce/setting-up/subscriber-timeline/activity-timeline.md)
- [Relabel Events](https://docs.limio.com/salesforce/setting-up/subscriber-timeline/activity-timeline/relabel-event.md)
- [Customer Overview](https://docs.limio.com/salesforce/setting-up/subscriber-timeline/customer-overview.md)
- [Upcoming Tab](https://docs.limio.com/salesforce/setting-up/subscriber-timeline/enable-upcoming-tab.md)
- [Additional Config](https://docs.limio.com/salesforce/setting-up/additional-config.md): Optional configuration. The defaults work — change these only when you need to.
- [Subscription Actions](https://docs.limio.com/salesforce/setting-up/additional-config/subscription-actions-rules.md)
- [Override Actions](https://docs.limio.com/salesforce/setting-up/additional-config/subscription-actions-rules/override-subscription-actions.md)
- [Addresses](https://docs.limio.com/salesforce/setting-up/additional-config/addresses.md)
- [Address Book](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/add-addresses-to-address-book.md)
- [Postcode Validation](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/address-postcode-validation.md)
- [Address Custom Fields](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/custom-address-fields.md)
- [CustomerAddress Apex Class](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/apex-customeraddress.md)
- [US Addresses & NCOA](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/change-address-exclude-ncoa.md)
- [Override Delivery Details](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/override-delivery-details.md)
- [Subscription Addresses Component](https://docs.limio.com/salesforce/setting-up/additional-config/addresses/subscription-addresses-component.md)
- [Payment Methods](https://docs.limio.com/salesforce/setting-up/additional-config/payment-methods.md)
- [Invoice](https://docs.limio.com/salesforce/setting-up/additional-config/payment-methods/invoice-payment-method.md)
- [Additional Payment](https://docs.limio.com/salesforce/setting-up/additional-config/payment-methods/capture-additional-payment.md)
- [Custom Fields](https://docs.limio.com/salesforce/setting-up/additional-config/custom-fields.md)
- [Subscriptions Table](https://docs.limio.com/salesforce/setting-up/additional-config/subscriptions-table-columns.md)
- [Column Config Tool](https://docs.limio.com/salesforce/setting-up/additional-config/subscriptions-table-columns/customise-subscriptions-table.md)
- [Custom Attribute Columns](https://docs.limio.com/salesforce/setting-up/additional-config/subscriptions-table-columns/custom-attribute-columns.md)
- [Apex Classes](https://docs.limio.com/salesforce/setting-up/additional-config/apex-classes.md): Global Apex classes and invocable actions you can call from your own flows and code.
- [Create Order](https://docs.limio.com/salesforce/setting-up/additional-config/apex-classes/create-order-apex.md)
- [OrderPreview](https://docs.limio.com/salesforce/setting-up/additional-config/apex-classes/dynamic-variables.md)
- [SubscriptionRefined](https://docs.limio.com/salesforce/setting-up/additional-config/apex-classes/apex-subscriptionrefined.md)
- [Generate PDFs from Flow](https://docs.limio.com/salesforce/setting-up/additional-config/apex-classes/generate-pdf-from-flow.md)


---

# 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/salesforce/setting-up.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.
