How to link your Limio Commerce and Limio for Salesforce applications

To connect Limio for Salesforce to Limio Commerce, you will need to set up an authentication provider and named credentials in Salesforce. This is essential for connecting the Limio for Salesforce managed package with Limio Commerce securely and efficiently:

• The authentication provider allows you to set up a trust relationship with Limio Commerce, ensuring that only authorized users can access it.
• Named credentials then store endpoint information and handle authentication details like usernames, passwords, or OAuth tokens, making callouts to Limio Commerce simpler and more secure.

This setup maintains security best practices and streamlines the integration process. Here are the steps to link your Limio for Salesforce application to Limio Commerce:

Step 1. Request from Limio Support your Consumer Key and Consumer Secret.

Step 2. Go to Salesforce Setup > Auth Providers

1. 1. Create a new Auth Provider
   2. Populate the fields:
      
      1. Enter a name, you can use 'Limio' or any different name. 
      2. Fill in the Consumer Key and Consumer Secret with values provided by Limio Support.
      3. Fill in Authorize Endpoint URL:  https://{{tenant}}.prod.limio.com/api/sf/oauth2/authorize?authProvider=app
      4. Fill in Token Endpoint URL: https://{{tenant}}.prod.limio.com/api/sf/oauth2/token?authProvider=app 
      5. Keep Send access token in header and Include Consumer Secret in API responses ticked.

Step 3. Go to Salesforce Setup > Named Credentials

1. 1. Create a new Legacy Named Credential.
   2. Populate the fields:
      1. Name & Label: limio (⚠️ make sure to use lowercase)

      2. URL: the URL to your Limio Subscription Commerce Platform, for example https://{{tenant}}.prod.limio.com

      3. Identity Type: Named Principal

      4. Authentication Protocol: OAuth 2.0

      5. Authentication Provider: Use the identity created in Step 2

      6. Scope: <the link to your Limio Subscription Commerce Platform + /api > (e.g. https://{{tenant}}.prod.limio.com/api)

      7. Keep Generate Authorization Header ticked and leave Certificate empty\
      8. Upon saving, you will be prompted to authenticate in the corresponding limio environment. If the authentication is successful, after saving the Authentication Status of the named credential will show as Authenticated; if not, it will show as Pending

Step 4. Limio Support will enable a SF plugin V3 with the necessary configuration (i.e. Person Account creation on acquisition etc) and add your SF instance to the Integrations tab in the respective Limio org.