Skipping Billing Address Collection for Tax-Inclusive Offers

Overview:
In version 11.55 of the Limio for Salesforce managed package, we introduced a conditional logic update to the Billing Address collection screen within the Acquisition screen flow. This update ensures that the Billing Address screen is only displayed to users in tax-exclusive offers (for Canada and the US).

For customers who created a copy of this flow before this release, the new decision logic is not automatically applied. To align your customized flow with the latest behavior, follow the steps below to manually implement this change.

---

Steps to Implement Conditional Billing Address Collection:

1. Access the Flow

   • Navigate to Setup in Salesforce.

   • In the Quick Find box, type Flows and select Flows.

   • Locate your customized copy of Acquisition flow and open the flow builder.

2. Add a Decision Element

   • In the Flow Builder, locate the Billing Address Screen element.

   • Add a Decision element before this screen.

   • Name the decision element: Is purchase country US or CA?

3. Define the Decision Criteria

   • Under New Outcome, name it Yes.

   • Set the criteria:

     • Resource: purchaseCountry

     • Operator: Equals

     • Values:

       • "US"

       • "CA"

   • Click Done.
     
     

4. Reposition the Billing Address screen

   • Move the Billing Address Screen into the decision path that shows the address.

   • Ensure that the Default Outcome bypasses the Billing Address Screen and moves to the next relevant step in the flow.
     
     

5. Update billingAddress variable values
   • Add an Assignment element right after the Billing Address screen, and map the captured values to the billingAddress:
   • 
     
     

6. Save & Activate the Flow

   • Click Save As a new Version, select Save & Activate.

 

---

Additional Notes:

• This manual update is only required for the flow copies of the flow created before the 11.55 package release.

• Instead of collecting the Billing Address manually, you can configure the flow to retrieve the address from existing Salesforce records. The retrieved address should be assigned to the existing flow property billingAddress as described above and in this guide.