Using Limio Commerce-generated Salesforce Platform Events to populate your Salesforce data

Limio is able to send notification of an order to Salesforce via a Salesforce Platform event. Those events can then be transformed via a Salesforce Flow to populate the relevant data in Salesforce, whether standard objects such as Opportunities or custom objects. These events are typically used for the following use cases:

• Providing information to an agent or a sales person of a subscription order or change
• Reporting on subscription orders or changes

An example of use case is to show subscription events for sales or agent information. 

A more advanced use case of a Flow could be to create data in Salesforce and/or calling specific API or Apex classes to populate Salesforce and external systems.

Activating the feature

To enable subscription event from limio, perform the following steps

1. Create a Platform Event in Salesforce with the following fields.

Field	Type	Length
Type	Text	40
OrderNumber	Text	40
OrderDate	DateTime
EffectiveDate	DateTime
CaseId	Text	40
AccountId	Text	40
ContactId	Text	40
SubscriptionName	Text	40
CountryCode	Text	3
OrderValue	Number	(15,3)
OrderCurrency	Text	3
Reason	Text	200
GiftCode	Text	40
Source	Text	40
Offer Fields
OfferId	Text	100
OfferType	Text	40
OfferDisplayName	Text	200
TermLengthUnits	Text	40
TermLengthValue	Number	(18,0)
DisplayPrice	Text	200
Description	Text	200
ProductCode	Text	40

2. Raise a case with [e-mail] to have the feature enabled, you will need the following details 

• - The platform event name, for example:

  • Label: Order Event

  • API Name: Order_Event__e

• Your Limio instance

Events are sent for the following order types 

ld   \ Order Type	New Order	Cancel	Change Payment	Refund	Renew	Switch	Update Delivery Address
Type	NEW_SUBSCRIPTION	CANCEL_REQUEST	CHANGE_PAYMENT_REQUEST	COMPENSATION_PAYMENT	REQUEST_RENEWAL	CHANGE_OFFER	CHANGED_DELIVERY_ADDRESS
OrderNumber	Yes	Yes	Yes	Yes	Yes	Yes	Yes
OrderDate	Yes	Yes	No	No	Yes	Yes	Yes
EffectiveDate	Yes	Yes	Yes	Yes	Yes	Yes	Yes
CaseId	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)
AccountId	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)
ContactId	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)	Yes (if known)
SubscriptionId	Yes	Yes	Yes	Yes	Yes	Yes	Yes
CountryCode	Yes	no	No	No	Yes	No	No
OrderValue	Yes	No	No	Yes	Yes	Yes	No
OrderCurrency	Yes	No	No	Yes	Yes	Yes	No
Reason	No	Yes	No	No	No	Yes	No
GiftCode	If Known	No	No	If compensation is against a gift	If Known	No	No
Source	“Limio”	“Limio”	“Limio”	“Limio”	“Limio”	“Limio”	“Limio”
Offer Fields
OfferId	Yes	No	No	No	Yes	Yes	No
OfferType	Yes	No	No	No	Yes	Yes	No
OfferDisplayName	Yes	No	No	No	Yes	Yes	No
TermLengthUnits	Yes, if appropriate	No	No	No	Yes, if appropriate	Yes, if appropriate	No
TermLengthValue	Yes, if appropriate	No	No	No	Yes, if appropriate	Yes, if appropriate	No
DisplayPrice	yes	No	No	No	yes	yes	No
Description	Yes	No	No	No	Yes	Yes	No
ProductCode	Yes	No	No	No	Yes	Yes	No

Example of customisation to do in Salesforce

Once you have activated the feature, you will need to subscribe to Order Event and insert the record into an Object in Salesforce, such as an Asset or an Opportunity.

To do that, we suggest creating a Flow in Salesforce to subscribe to the Order Event object. As part of this activity, the data received in the platform event will be stored in the selected Object.

Note: Depending on which Limio features you use, events from Limio could be numerous. Since storage to Asset object doesn’t count against your Salesforce limit, we recommending using Asset Object if you are a B2C business.