Invoke Flows from the Manage Subscriptions console

LFS version: requires Limio for Salesforce v12.02 or later

Limio for Salesforce exists in two major forms: a single-page app called Manage Subscriptions (legacy), and a set of Flows representing all Limio-supported actions and journeys.

Some of the recently released features of the Limio for Salesforce package are only available at the flow level and not on the Manage Subscriptions page, so we introduce a middle layer that allows invoking flows on subscription actions within the Manage Subscriptions page.

This should be considered an intermediate step towards a full migration to Limio Flows.

All Limio Flows are managed OOTB, so start with creating a copy of the flow you want to trigger from the Manage Subscriptions app context. In order to map a Manage Subscriptions action to a Limio Flow Copy, navigate to the Custom Metadata Types => ic Assist Config => Subscription Actions.

 Proceed with mapping an action to a copied flow by editing a JSON object in the Config field: add or edit an actionToFlowMap property in the following format { "action_API_name": "limio_flow_copy_API_name" }.

Supported action API names are:

"remove",

"switch",

"renew",

"refund",

"change_address",

"change_payment",

"redeem_gift",

"pause_print".

Flow API name can be found a flow details page.

Example:

"actionToFlowMap": {
   "remove": "Limio_Order_Cancel_Copy__c"
}

If the config doesn't include an actionToFlowMap property at all, then all actions are executed as usual - in the Manage Subscriptions app context. 

Actions mapped to an existing active Limio Flow Copy in the actionToFlowMap property trigger a modal window to open with a referenced flow inside. For the actions that are not mentioned in the actionToFlowMap, the behaviour remains unchanged.