For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

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

Salesforce IDs on Platform Events

Platform events published by Limio (see Platform Events Definitions) include the customer's Salesforce AccountId and ContactId where available. Limio resolves these IDs in the following order:

  1. Linked Salesforce identity — the Salesforce identity stored against the customer in Limio (created at first purchase, or at sync time for hot-synced accounts)

  2. Authentication claims — Salesforce ID claims on the customer's authentication token, if your identity provider supplies them

  3. Order tracking — the account and contact IDs carried on the order itself, populated when the order was initiated from Salesforce

From Release 116, this applies to update subscription and cancel subscription events as well as new orders, so downstream Salesforce automation can act on these events directly without a secondary lookup.

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