Manage Subscriptions subflow: Manage Add-Ons

LFS version: requires Limio for Salesforce v12.31 or later

Limio version requirement: requires Limio v98 or later

In this article, we will delve into a new flow designed for managing add-ons on existing subscriptions. 

As a part of Limio For Salesforce Manage Subscriptions Flow, Manage Add-Ons extends it's functionality and aims to enhance customer experience. 

*user view of a subscription with an existing add-on after adding the second add-on

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How to enable Manage Add-Ons action:

This action is hidden by default. In order to make it visible, follow these steps:

1. Navigate to Custom Metadata Types -> icAssistConfig -> Manage records -> Subscription Actions
2. Edit the Config field:
   1. add a new allowManageAddOnsAction boolean property and set it to true.

Flow overview

This flow consists of the following elements:

1. Manage Add-ons Screen - contains two components:

Limio Order Total - renders Zuora Preview for the order total

Limio Order-Manage Add-Ons  - accepts Selected Subscription and additionally self-references orderItems and orderPayload to preserve the values in case on the screen re-rendering. It allows selecting an add-on, changing quantity on the selected item and publishes these updates back to the flow.

2. Order Summary - consistently with the other Manage Subscription flow journeys, this component displays a brief summary of the order and order total, and allows submitting the order to Limio.

 

How to customise the experience

Specify types of add-ons to choose from in the selector modal following the instructions in Flow Customisation: specify types of add-ons to display