How to specify what identifier to use to fetch Subscriptions from Limio

When browsing customer subscriptions within Salesforce in a Limio for Salesforce component (e.g. Manage Subscriptions page within a case, or a flow component) you can specify what Salesforce identifier to use to fetch subscriptions from the Limio API.

By default, the identifier being used is the contactId in the context; this however can be changed with a more appropriate identifier to use instead.

To do so, in Salesforce navigate to custom metadata > ic Assist Config > App Settings. Update the Config field to include an additional property "subjectIdentityField"

{
  ...,
  "subjectIdentityField": "ContactId"
}

Do not remove the other, existing properties, just append this one to the list of properties.

The ContactId is the default one, so if the property is not present it will use ContactId by default.

This can be changed to use a more appropriate field; IMPORTANT: the field being used must be on the Contact object in the Salesforce data model.

For example, to use AccountId instead of contact id update the field to have

{
  ...,
  "subjectIdentityField": "AccountId"
}

To instead use a contact custom field called "my_custom_identifier__c" use the following

{
  ...,
  "subjectIdentityField": "my_custom_identifier__c"
}

Once specified, the logic in LFS will be executed based on the configuration of the subjectIdentityField property, using the following logic. In the 3 use cases described below please bear in mind the following assumption: the list of subscriptions is being browsed from a Case that is linked to either a contact, an account, or both.

USE CASE 1: subjectIdentityField blank

If the property subjectIdentityField is left blank, or is set as ContactId, then the logic to fetch subscriptions will use, in order

1. the contact id the case is linked to

2. if the case isn't linked to a contact, but it's linked to an account that is a person account, then it uses the contact id of the person account

3. if the case is only linked to a business account, and not a contact, the it will use the AccountId of the business account

USE CASE 2: subjectIdentityField as AccountId

If the property subjectIdentityField is set as AccountId, then the subscriptions from limio will be fetched based on the AccountId linked to the case, regardless of whether it's a person or business account, and regardless of whether it's linked to a contact.

USE CASE 3: subjectIdentityField as custom field

If the property subjectIdentityField is set as a custom field, the value of this field is fetched from the contact the case is linked to, or the person contact the case is linked to via person account relationship. If the field is blank or the case is not related to an account and contact, the logic will fail from fetching subscriptions.