Overview
Limio allows to block purchases related to a product a customer already owns. This config is called Related Products and can be found on the product set up page:
For example, you might want someone who already has Digital + Print to not be able to buy Digital. To do so, you can specify Digital in the list of Related Products on the Digital + Print product.
This config is shared between Limio Commerce and Limio for Salesforce.
Learn more about Limio Commerce implementation of the feature here: Component: Block Related Purchase Modal
In Limio for Salesforce, when an agent selects a new offer associated with a product a customer already owns, they see this modal with a message:
While this rule generally applies to the majority of orders, there are specific scenarios where you may need to permit certain users to override the rule and proceed with an order.
To accommodate such cases, Limio for Salesforce offers a specialized custom permission called "Dismiss a blocked product rule" (API name: dismiss_blocked_product_rule
). This permission is integrated into the out-of-the-box Assisted Sales - Admin permission set for seamless access and management. It is also possible to include it in your custom permission sets.
Users who have this permission assigned, see the modal with additional functions namely with the
How to add or remove Custom Permission
- In Setup, navigate to Permission Sets, choose the existing one you want to update or create a new clone. Click "Edit".
-
Locate "Custom Permissions" section.
-
Click "Edit", then add or remove Dismiss a blocked product rule custom permission.
- Click "Save" to apply the changes.
- Assign updated permission set to the selected users.
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