How to connect Limio and Salesforce

Limio offers multiple integration options with Salesforce, as described in What are the integration options between Limio and Salesforce?.

The two primary integration flows are:

• Online → Salesforce: Limio sends data to Salesforce, such as creating new Accounts and Opportunities for online orders. This setup is typically used in B2B scenarios.
• Salesforce ←→ Limio: In addition to the use case above, Limio for Salesforce allows customer service agents to seamlessly transfer data from Salesforce to Limio, facilitating order capture. This integration is commonly used in B2C scenarios or in B2B scenario where you do not use a CPQ.

If you only need to send data from Limio to Salesforce, follow the first section. If you require bidirectional data exchange, start with section 1 and then move on to section 2.

• 1. Write data from Limio to Salesforce
• 2. Push Orders from Salesforce into Limio

 

1. Write data from Limio to Salesforce

Pre-requisites:

• Limio account: You will need to login into Limio and have permissions to access the General Settings.
• Salesforce account: You will need to login into Salesforce.

Step 1.A: Grant External Access

If you only need to send Limio data into Salesforce, the setup is streamlined. Go to your Limio application (e.g.https://{{tenant}}.prod-us.limio.com/). Click on your persona in the top right corner, navigate to Settings, then select Integration and click the Salesforce button. Select the Salesforce Endpoint. For a sandbox, it'll be https://test.salesforce.com/ . For production, it'll be https://test.salesforce.com/

You will then be asked to grant Allow Access for Limio to communicate to Salesforce.

Once done, you should see it added to your Integration tab under the Salesforce section.

Step 1.B: Request Salesforce Plugin Activation from Limio

Now, we need to start feeding orders into Salesforce. This will use Limio's Order Orchestration Framework to sequence correctly order between different systems, for example with Zuora and your Entitlement system. You will need to decide whether you want Limio to enable the following options:

• Account: Create Person Account (typical in B2C) or Account/Contact (typical in B2B).
• Duplicate Rules: Whether you use any Duplicate Rules in Salesforce, as Limio can leverage them to identify the right Accounts at the time of Order. You can say No if you're not sure - we can always change this later.
• Salesforce Platform Events: Whether you plan to use Salesforce Platform Events to populate your data flexibly in Salesforce. Typically the answer is yes! 

More details on those features are available here.

To enable this with the necessary configuration, click the link to request activation of the Limio Salesforce Plugin from Limio Support. Please copy paste the below in your email:

• Template: "Please setup the Salesforce Order Plugin v3 in Limio to start sending orders to Salesforce with the following options:

  • [A. Create Salesforce Person Account] OR [B. create Salesforce Account/Contact]
  • [A. I currently use Duplicate Rules] OR [B. I don't use Duplicate Rules in Salesforce]
  • [A. I will use Limio Salesforce Platform Events to populate my data in Salesforce] OR [B. I won't use Limio Salesforce Platform Events]

Once setup, you will see Salesforce setup in Settings > Order Processing Configuration.

Any issues? Activation of Salesforce can take up to 20 minutes. If you encounter the following error in Limio: “No default instance, please select a default external key for this service”, this error usually indicates that the Salesforce environment is not fully connected to Limio. If the connection was established recently, it might still be in the syncing process. If the issue persists beyond this timeframe, contact [e-mail] for help.

Step 1.C: (Optional) Customise your Limio → Salesforce integration

Salesforce is usually highly customised and you may have your own business processes to recognise an online order or a subscription change. To enable full flexibility while avoiding the need for custom code, Limio uses two Salesforce framework:

• Salesforce Platform Events, which will stream to you all online orders and change to Salesforce 
• Salesforce Lightning Flows, which provides a no-code interface to map your online orders and changes to your Salesforce data

Salesforce is often highly customized, with unique business processes for recognizing online orders and subscription changes. To provide full flexibility without the need for custom code, we leverage two key Salesforce frameworks:

1. Salesforce Platform Events
   Platform Events stream all online orders and subscription changes directly to Salesforce, enabling real-time updates.

2. Salesforce Lightning Flows
   Lightning Flows offer a no-code interface to map online orders and subscription changes to your Salesforce data, streamlining your business processes.

To learn how to customise your integration, go to Using Limio Commerce-generated Salesforce Platform Events to populate your Salesforce data flexibly.

2. Push Orders from Salesforce into Limio

Once you have installed the Limio for Salesforce Managed Package into your Salesforce application, you will need to set up an authentication provider and named credentials in Salesforce.

This will allow you Limio for Salesforce to send orders from Salesforce into Limio. This process is entirely done from Salesforce, though you will need to have some Limio information handy.

To connect Limio for Salesforce to a Limio tenant, we use the following native Salesforce framework:

• Authentication Provider: The authentication provider allows you to set up a trust relationship between Limio and Salesforce via OpenID Connect, a universal identity federation framework.
• Named credentials: Named credentials then enables you, the person with a Limio account going through this setup, to authenticate yourself in Limio and enable Salesforce to have External Access to Limio.

In other words, this process enables you to authorise Salesforce to talk with Limio and vice versa. This guide will walk you through the process. 

Pre-requisites:

• Salesforce Setup access: You will need to use the Salesforce Setup. This will require usually administrator permission or profile in Salesforce. If you cannot see Salesforce Setup in your org, contact your Salesforce administration.
• Limio Commerce account: To do this setup, you will need to already have a user in Limio (i.e. within your Limio application: https://{{tenant}}.prod-us.limio.com). You will be asked to login via your username as part of this setup, so keep your Limio username and password handy.
  • If you're not sure what your Limio application URL is, it's very easy. Just check the URL in your browser, for example:
  • 
• Receive your Consumer Key and Secret from Limio: Request from Limio Support at [e-mail] your Consumer Key and Consumer Secret by clicking this link.

Note that URL to do this setup will vary depending on your hosting (EU or US).

Step 2. A: Setup the Authentication Provider in Salesforce

1. Head to https://login.salesforce.com/ , then once logged-in, go to Salesforce Setup in the upper right corner
   • • 
2. Search for Auth Providers
   1. • 
   2. Create a new Auth Provider by clicking the 'New' button.
      • Select Open ID Connect as the Auth Provider
   3. Populate the fields:
      
      1. Enter a Name, you can use 'Limio' or any different name like your tenant or domain. 
      2. Fill in the Consumer Key and Consumer Secret with values provided by Limio Support (see Pre-Requisite).

      3. Provide the following values:

         Authorize Endpoint URL:

         US:https://{{tenant}}.prod-us.limio.com/api/sf/oauth2/authorize?authProvider=app 

         EU:https://{{tenant}}.prod.limio.com/api/sf/oauth2/authorize?authProvider=app 

         Token Endpoint URL:

         US:https://{{tenant}}.prod-us.limio.com/api/sf/oauth2/token?authProvider=app

         EU: https://{{tenant}}.prod.limio.com/api/sf/oauth2/token?authProvider=app

      4. Keep Send access token in header and Include Consumer Secret in API responses ticked.

Step 2. B: Setup the Named Credentials in Salesforce

First, go to Salesforce Setup > Named Credentials

1. Create a new Legacy Named Credential 
2. Populate the following fields:

   Name & Label:
   limio (⚠️ make sure to use lowercase)

   URL:
   The URL to your Limio Subscription Commerce Platform, e.g.,

   US:https://{{tenant}}.prod-us.limio.com

   EU:https://{{tenant}}.prod.limio.com

   Identity Type:
   Named Principal

   Authentication Protocol:
   OAuth 2.0

   Authentication Provider:
   Use the identity created in Step 2

   Scope:

   US: https://{{tenant}}.prod-us.limio.com/api

   EU: https://{{tenant}}.prod.limio.com/api

   Keep Generate Authorization Header:
   Ensure it is ticked.

   Certificate:
   Leave this field empty.

   
3. When you press Save, you will be redirected to a login page from Limio's Identity Provider (screenshot below). You must use your Limio login, i.e. the login you use to login into the Limio application (see Pre-Requisite).
   •  
4. Salesforce will now ask you to confirm External Access. Press 'Confirm'.

👏 That's it! You've now connected Salesforce and Limio. The next step is to now setup the specific options of the Limio integration. 

Note: If you are unsure what your username is, go to your Limio application, click on the Person icon in the top right corner, and click Profile.