# Account and Contact Mapping

## Account Creation (createAccountContact function)

### Personal Account (if createPersonAccount = true)

| Limio Source                       | Salesforce Field  | Notes                                                     |
| ---------------------------------- | ----------------- | --------------------------------------------------------- |
| customerDetails.firstName          | FirstName         |                                                           |
| customerDetails.lastName           | LastName          |                                                           |
| customerDetails.email              | PersonEmail       |                                                           |
| customerDetails.phone              | Phone             |                                                           |
| partnerSalesforceAccountId         | ParentId          | If partner org exists                                     |
| accountOptions.recordTypeName      | RecordType.Name   | If configured                                             |
| billingDetails.address1 + address2 | BillingStreet     | Combined, comma-separated if includeBillingDetails = true |
| billingDetails.city                | BillingCity       | If includeBillingDetails = true                           |
| billingDetails.state               | BillingState      | If includeBillingDetails = true                           |
| billingDetails.country             | BillingCountry    | If includeBillingDetails = true                           |
| billingDetails.postalCode          | BillingPostalCode | If includeBillingDetails = true                           |
| Auto-generated from Account        | PersonContactId   | Retrieved after account creation                          |

### Business Account (if createPersonAccount = false)

| Limio Source                                        | Salesforce Field  | Notes                                                                 |
| --------------------------------------------------- | ----------------- | --------------------------------------------------------------------- |
| customerDetails.companyName or firstName + lastName | Name              | Company name preferred if available, fallback to firstName + lastName |
| partnerSalesforceAccountId                          | ParentId          | If partner org exists                                                 |
| accountOptions.recordTypeName                       | RecordType.Name   | If configured                                                         |
| billingDetails.address1 + address2                  | BillingStreet     | Combined, comma-separated if includeBillingDetails = true             |
| billingDetails.city                                 | BillingCity       | If includeBillingDetails = true                                       |
| billingDetails.state                                | BillingState      | If includeBillingDetails = true                                       |
| billingDetails.country                              | BillingCountry    | If includeBillingDetails = true                                       |
| billingDetails.postalCode                           | BillingPostalCode | If includeBillingDetails = true                                       |

{% hint style="info" %}
**Address format:** Limio sends `billingDetails.state` and `billingDetails.country` as the values collected by the checkout form. If your Salesforce org uses **State & Country/Territory Picklists**, ensure the picklist values match what Limio sends (e.g. ISO codes like `US`, `GB`). Mismatches will cause the account creation to fail silently on the address fields.
{% endhint %}

{% hint style="warning" %}
**Enabling address mapping:** Billing address fields are only mapped when `includeBillingDetails` is set to `true` in the Salesforce plugin configuration. If your accounts are being created without addresses, verify this flag is enabled. Contact <support@limio.com> to check your configuration.
{% endhint %}

## Contact Creation (for Business Accounts)

| Limio Source              | Salesforce Field | Notes                |
| ------------------------- | ---------------- | -------------------- |
| accountId                 | AccountId        | Generated account ID |
| customerDetails.firstName | FirstName        |                      |
| customerDetails.lastName  | LastName         |                      |
| customerDetails.email     | Email            |                      |
| customerDetails.phone     | Phone            |                      |


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