For the complete documentation index, see llms.txt. This page is also available as Markdown.

Additional Config

Optional configuration. The defaults work — change these only when you need to.

Everything in this section has a working default. You can install Limio for Salesforce, configure your offers, and go live without touching any of it.

Come back here when a specific requirement forces the change — a custom address field your fulfilment needs, invoice as a payment method, an extra column on the subscriptions table.

Area
Change it when

Subscription Actions

Agents should see a different set of actions than the defaults allow

Addresses

You need custom address fields, postcode validation, or US NCOA handling

Payment Methods

You take invoice payments, or need to capture an additional payment mid-flow

Custom Fields

Orders must carry data beyond Limio's standard fields

Subscriptions Table

Agents need different columns on the subscriptions list

Apex Classes

You are building custom Apex against Limio's global classes

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