How to migrate from Manage Subscriptions console to Limio Flows

Limio for Salesforce managed package comes with an OOTB set of pre-built Salesforce flows that allow creating a new subscription and managing existing customer subscriptions in the context of a Person Account, Contact, or Case record.

Start using the flows is as simple as placing them on the page layout of a record and passing a record Id in the input variable:

1. On the record of choice, click the gear icon on the top right corner

2. Click Edit Page to open Lightning App Builder

3. Find Flow element in the Standard Components tab and drag it into the page.

4. Select a Limio flow and populate the recordId variable by checking the Pass record ID into this variable checkbox.

5. Save your changes and Activate the updated page layout.

And voila!

Two basic Limio flows are Acquisition Journey and Manage Subscriptions, follow the links to learn in detail about each of them.

Some of the custom metadata configuration is shared between the Manage Subscriptions console and flows, so it’s going to be partially tailored to your existing experience from the beginning

• Payment Gateways

• cancellation reasons

• subjectIdentityField - How to specify what identifier to use to fetch Subscriptions from Limio

• allowMultiOffersPurchase - How to enable multiple offers purchase in a single order

• callNewOffersEndpoint - How to enable Offers V2 API in Limio for Salesforce

• enableEnhancedFiltering - Enable Enhanced Filtering on Offer Catalog

But flows can offer much more than that, some of the recently released features available in the Limio flows include:

• Abandoned baskets in the Acquisition Flow

• Flow Customisation: Compliance Script for the Acquisition Flow

• Flow Customisation: define a date range for the allowed subscription start date

• Flow Customisation: add refund reasons to the refund journey

• Flow Customisation: Override Supported Subscription Actions

• Flow Customisation: Subscriptions Table Columns

Another feature you might want to use after you migrate to flows is a Subscriber’s Timeline.

In case you need to migrate gradually, but at the same time you realise that flows offer the functionality you were looking for, you might consider temporarily mapping some subscription actions to Limio flows and benefit from the flows functionality while making the necessary arrangements to migrate fully.

All documentation on Limio flow customisation can be found here.