How to refresh Named Credentials

For Limio for Salesforce to work, it needs to be connected to the Limio Subscription Commerce Platform. This is done through Named Credentials, a Salesforce feature which allows you to define the URL of an endpoint callout and the required authentication in a single configuration.

As a default, Named Credentials expire every 30 days: this is defined by the Refresh token expiration  and Access token expiration settings in the respective Amazon Cognito tenant.

It's very important to follow your Refresh token expiry term and refresh your Named Credentials accordingly or the connection between the Limio for Salesforce and the Limio Subscription Commerce Platform will stop.

How do you know that you need to refresh Named Credentials?

You will not see any subscriptions in the Manage Subscriptions flow table, nor any offers in the Offer Catalog of the Acquisition flow.
In the developer console, you will see 401 errors when trying to fetch data from the Limio api endpoints.

Steps to refresh Named Credentials

Who can refresh Named Credentials? 

Any Limio user (regardless of the Role).

How often do you need to refresh your limio Named Credentials?

The frequency of this process needs to be aligned with the Refresh token expiration term defined in your Amazon Cognito tenant.

How to refresh?

Go to Setup → Named Credentials → limio, press Edit.

1. The following values should be populated:

• Name & Label: Limio

• URL: <the URL to your Limio Subscription Commerce Platform> (e.g. https://mydomain.dev.limio.com/)

• Identity Type: Named Principal

• Authentication Protocol: OAuth 2.0

• Authentication Provider: i42_Hub

• Scope: <the link to your Limio Subscription Commerce Platform + /api > (e.g. https://mydomain.dev.limio.com/api)

2. Make sure the checkbox “Start Authentication Flow on Save" is checked:

As soon as you click Save, you will be redirected to the Limio auth page to submit your credentials. 

3. Enter your credentials from the relevant Limio environment:

According to the example from step 1, you would enter your credentials for https://mydomain.dev.limio.com.

When the authentication is successful, the Authentication Status is Authenticated.