Limio for Salesforce can display past events that happened to a subscription in a chronological order. Relevant information will be displayed based on the specific order and actions taken.
To access the feature:
- In Flows, click on the down arrow next of the relevant subscription then View Events:
- In the legacy Manage Subscriptions app:
- Go to Manage Subscription or the Manage Subscription Workflow.
- In Manage Subscription app, click on the subscription ID link:
You will then see a Timeline with the following functionality:
-
For each action (new order, switch, save, cancel, change payment, change address, renewal...), display the relevant information such as:
-
What the action is
-
The date is happened
-
Product
-
Offer
-
Amount
-
Start date
-
End date
-
Term
-
Source
-
If LFS is source, which user
-
-
-
Hide the detail or expand
The events you will see are detailed on How Limio events updates Zuora. You can find some detailed examples below:
Timestamps
In LFS version 12.19 or higher, timestamps are synchronised with the timezone and locale settings of the current Salesforce user, ensuring accurate and localised time representation and a more contextually relevant agent experience.
Comments
0 comments
Please sign in to leave a comment.