Choosing the Right Limio Integration for Salesforce: Direct API Integration vs. Managed Package

 

Limio provides powerful subscription commerce solutions that integrate seamlessly with Salesforce. However, it is crucial to distinguish between the Limio Commerce to Salesforce Integration and the Limio for Salesforce Managed Package to ensure proper implementation and use.

1. Limio Commerce to Salesforce Integration

Definition: This integration refers to the direct connection between Limio’s cloud-based subscription commerce platform and a Salesforce environment (Salesforce Org).

It enables Limio making requests to your Salesforce organisation.

Key Features:

• Initial Setup in Limio Commerce App: The integration begins with setting up the connection in the Limio Commerce app, linking it to the target Salesforce Org.

• SF Account and Contact Creation: After setup, Limio can call Salesforce APIs to automatically create Account and Contact records in the linked Salesforce Org when a customer registers online via the Limio Commerce app.

• Custom Platform Events: Generates custom platform events for each order, which can be captured and processed in Salesforce.

• Use Cases:

  • Pushing Limio subscription orders into Salesforce.

  • Tracking online commerce transactions in Salesforce, alongside your CPQ.

👉 Learn more here: How can Limio Commerce update my Salesforce data?

2. Limio for Salesforce Managed Package

Definition: The Limio for Salesforce Managed Package is a pre-built, installable package designed to embed Limio’s commerce capabilities within Salesforce and provide out-of-the-box features to manage subscriptions directly within the Salesforce UI.

Limio Commerce to Salesforce Integration is a prerequisite to using the package. As a result, this setup enables Limio to make requests to your Salesforce organization and allows your Salesforce organization to send requests back to Limio.

Key Features:

• Single Source of Truth: All subscription data is sourced directly from the Limio database, ensuring data consistency and accuracy.

• Pre-Built Subscription Management Flows: Includes pre-configured Salesforce screen flows that allow users to easily purchase, manage, and modify subscriptions within Salesforce.

• Custom Platform Events: Features a robust platform event structure with over 60 predefined fields and a draft flow template to facilitate event subscription in Salesforce.

• Low-Code and No-Code Customization: Enables extensive customization of flows and automation using Salesforce’s declarative tools, reducing the need for extensive development effort.

• Native Salesforce Integration: Designed to work seamlessly within the Salesforce UI, enabling customer service and sales teams to manage subscriptions without leaving Salesforce.

• Exclusive Agent Access & Control: Provides customer service agents with enhanced control over subscriptions, allowing them to perform more actions than customers can online. This includes modifying subscription terms, applying discounts, and handling exceptions that are not available in the self-service portal.

Use Cases:

• Customer Service Agents managing subscriptions within Salesforce Service Cloud.

• Customer Service Agents providing enhanced subscription management options beyond what is available to customers online.

👉 Learn more here: What is Limio for Salesforce (managed package)?

Summary

Limio Commerce to Salesforce Integration is primarily required to link a customer's identity in Salesforce to their identity in Limio and to track online activity through platform events. It does not provide tools for managing subscriptions within Salesforce.

Limio for Salesforce Managed Package builds upon this integration, enabling full subscription management from Salesforce Service Cloud. It allows customer service teams to make changes to subscriptions, providing a powerful tool for agents to manage customer requests efficiently.

Integration pattern	Limio Commerce to Salesforce integration	Limio for Salesforce Managed Package
What is it?	An integration of Limio Commerce with Salesforce	A managed package installed in a Salesforce Environment
Salesforce Product	Sales or Service Cloud	Service Cloud
What does it do?	Populate core Salesforce objects (Accounts, Contacts) from online orders and self-service changes Optionally, populate any objects via Platform Events	Allows Customer Service Agents and Representatives to purchase and modify subscriptions directly from Salesforce
Is it an add-on?	No, included for free in Limio Commerce.	Yes, requires a per seat license and purchased via the Salesforce AppExchange.
Why do you need it?	To make sure customer data is created in Salesforce’s data model as part of an online order performed on Limio Commerce	To push orders and changes from Salesforce → Limio Commerce. To generate online checkouts with customised cart from salesforce.
When is it most useful?	When you want online orders and changes to be visible in Salesforce.	If you operate a Contact Centre or Customer Service team where a CPQ is not appropriate