How to customise table columns in the Limio for Salesforce Offer Selector

LFS Version requirement: v11.42 or later

Permission requirement: only users with the permission set "Limio - Manage configuration objects in LFS" can create records in the table. All users have view only access.

Users can choose what columns and fields to display in the Limio for Salesforce offers catalog by setting up a property in Limio, see How to configure offer details to display in Product Selector.

This configuration however is limited and only allows for one single global configuration, that cannot be customised based on specific actions.

In order to allow for maximum flexibility, LFS comes with a build in custom object, called "Offers Catalog Table Config", that allows Salesforce admins to specify what columns to display for each individual action when using the LFS Offers Catalog.

Managing Access

To allow restricting managing such records to a specific set of super users only, users must have the following permission set assigned.

Users with this permission set assigned will be able to create and edit the Offers Catalog Table Configs, while all Salesforce users will have read-only access to the custom object so they can view the configured fields within the LFS offer catalog.

Configuring the object

To configure such record, start by creating a new record in the custom object "Offers Catalog Table Config"; choose a name and the action this configuration applies to.

Once saved, the user will be presented with 2 sections, one for configuring the offers table and its columns, and one for configuring the side panel in the same layout

In each section you can search for the attribute to use; this list comes from the limio attributes list and it's tailored to each individual limio environment. By selecting an attribute from the list in the table, this is added to the right hand side "Attribute Display Name" section, where all selected attributes appear in a re-orderable list.

Each new item selected from the table is appended at the bottom of the list. Within this list it's possible to re-label the attribute (for a more user friendly name) and re-order the list by simply dragging and dropping each item in the relevant position.

Clicking the Save button saves this configuration, that is going to be what agents see in the Offer Catalog whenever performing the corresponding action. In the above example, when an agent performs a Cancel action, when browsing the offer catalog they are presented with offers displaying the selected columns.

Since this configuration is contextual to the action being performed, the same won't apply when performing another action, such as a switch or renew.

Duplicates Management

To prevent a user from creating a record for an action that is already set up, there is a duplicate rule in place that alerts the user when such record already exists.

This allows the Salesforce admin to amend the existing record, rather than duplicating it.