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

Intro

Limio can send notifications of subscription orders and changes to Salesforce via Salesforce Platform Events. These events can be transformed using Salesforce Lightning Flows to populate relevant data in Salesforce, whether in standard objects like Opportunities or custom objects.

Common use cases include:

• Notifying agents or salespeople of subscription orders or changes.

• Reporting on subscription orders or changes.

• Creating leads or updating opportunities.

• Advanced use cases involve creating data in Salesforce or calling specific APIs or Apex classes to populate Salesforce and external systems.

An example of subscription events for sales or agent information:

Prerequisites

Before setting up Salesforce platform events with Limio, ensure the following prerequisites are met:

1. Your Limio instance is linked to your Salesforce org. If you haven't yet, follow this guide to connect Limio to Salesforce.

2. Salesforce Order V3 Plugin is enabled in Limio. This plugin is what send data from Limio to Salesforce. Learn more about it here.

3. For this guide, you'll need Salesforce Admin access.
   • It's also preferable to have some working knowledge of Salesforce Lightning Flows and Platform Events. However, we'll make sure to walk you through the setup step-by-step if you haven't used them before.

How to activate the feature

If you are using Limio for Salesforce, the platform event and a platform event-triggered flow are predefined for you. To activate them:

1. Request the Limio team to enable the Salesforce Order V3 Plugin.

2. Customise the template flow called Listen to Limio OrderEvent__e to align with your business logic.

If you are not using Limio for Salesforce, follow these steps:

1. Create a custom event

   • Name the event Order Event Custom (Order_Event_Custom__c).

2. Add custom fields to the event

   • Refer to this Limio guide for the list of fields Limio can populate.

3. Contact Limio Support

   • Request Salesforce Order V3 Plugin to be configured to send Salesforce Platform Events.

   • Provide the API Name of your platform event (Order_Event_Custom__c) along with the API Names of the custom fields you created.

How to map Limio data to my Salesforce data via Platform Events & Flows

Now that you have activated Salesforce Platform Events and they are coming from Limio into Salesforce, you will now want to map them to your data. You can use Salesforce Lightning Flows to map Limio Platform Events to your Salesforce data. This will allow you to take a Limio Order, transform it via Flows and populate a Salesforce object.

You can see the list of fields Limio sends for different order types, refer to this document: i42as__OrderEvent__c Platform Event.

At a high-level, Once the feature is activated, you'll need to subscribe to the Platform Event and insert the record into a Salesforce object, such as an Asset or an Opportunity. For detailed, step-by-step instructions, please refer to our comprehensive guide.

Note: Depending on which Limio features you use, the number of events could vary. Since storage in the Asset object doesn’t count against your Salesforce limit, we recommend using the Asset object if you are a B2C business.