Setting up the Limio for Salesforce
- Create rules for filtering the Offer Catalog
- What is Limio for Salesforce
- How to link your Limio and Limio for Salesforce applications
- How to configure offer details to display in Product Selector
- How to create a new Zuora Hosted Payment Method to use in Limio for Salesforce
- How to configure the Switch journey
Using Limio for Salesforce with Salesforce Flows
Customise Limio for Salesforce Flow
- Flow Customisation: Limit the amount to refund for a Cancel or Switch action
- Flow Customisation: Override Supported Subscription Actions
- Flow Customisation: Add a payment method selection
- Flow Customisation: add cancel reasons to the cancel journey
- Flow Customisation: Add additional addresses to the address book
- Flow Customisation: Default Country in the Acquisition Flow