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

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.

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 [email protected] to check your configuration.

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