Limio Quote Object and Field Definition

Object Overview

• API Name: Limio_Quote__c

• Label: Limio Quote

• Purpose: Manages quote information and order payloads for Limio integration

Standard Fields

Field	API Name	Type	Description
Name	Name	Text	Auto-generated name field
Owner	OwnerId	Lookup(User)	Record owner
Created By	CreatedById	Lookup(User)	User who created the record
Created Date	CreatedDate	DateTime	Date and time when record was created
Last Modified By	LastModifiedById	Lookup(User)	User who last modified the record
Last Modified Date	LastModifiedDate	DateTime	Date and time when record was last modified

Custom Fields

Field Label	API Name	Type	Description	Required
Amount	Amount__c	Number(18,2)	Stores the total amount for the Limio Quote calculated from Zuora preview data. The total amount for this quote, calculated from the Zuora preview calculations.
Bill To Account	Bill_To_Account__c	Lookup(Account)	Reference to the Account that should be billed for this quote. Creates relationship "Limio Quotes (Bill To)".
Bill To Contact	Bill_To_Contact__c	Lookup(Contact)	Reference to the Contact that should be billed for this quote. Creates relationship "Limio Quotes (Bill To)".
Contact Id	Contact_Id__c	Formula(Opportunity__r.ContactId)	Stores the Salesforce Contact ID associated with this quote's parent Opportunity.
Discount Amount	Discount_Amount__c	Number(18,2)	Stores the total discount amount for the Limio Quote calculated from Zuora preview data including discount add-ons and promo codes. The total discount amount applied to this quote, calculated from all discount add-ons and promo codes in the Zuora preview calculations.
Discount Percent	Discount_Percent__c	Number(5,0)	Stores the discount percentage for the Limio Quote calculated as (Discount Amount / Total Amount) * 100. For example, 15 for 15% discount.
Has Manual Price Override	Has_Manual_Price_Override__c	Checkbox	Indicates whether manual price overrides have been applied to this quote. Defaults to false.
Offers Purchase Country	Offers_Purchase_Country__c	Text(255)	The country where the offer is being purchased. Used for offer filtering and regional pricing.
Opportunity	Opportunity__c	Lookup(Opportunity)	Reference to the Opportunity associated with this quote.	Yes
Order Payload	Order_Payload__c	Long Text Area(131072)	Stores the complete order request payload that will be sent to Limio for subscription creation or update. Contains all order details including offers, add-ons, customer information, and pricing.	Yes*
Quote Totals JSON	Quote_Totals_JSON__c	Long Text Area(131072)	Stores the JSON data from Zuora preview calculations including order totals, discounts, taxes, and line item details. Used for generating accurate PDFs and calculating approval workflow criteria such as total discount amounts.
Sold To Account	Sold_To_Account__c	Lookup(Account)	Reference to the Account that is purchasing (sold to) this quote. Creates relationship "Limio Quotes (Sold To)".
Sold To Contact	Sold_To_Contact__c	Lookup(Contact)	Reference to the Contact that is purchasing (sold to) this quote. Creates relationship "Limio Quotes (Sold To)".
Status	Status__c	Picklist	Current status of the Limio Quote (e.g., Draft, Pending Approval, Approved, Rejected, Completed).
Subscription Id	Subscription_Id__c	Text(36)	Populated with a Limio subscription id when a Limio Quote is generated to update an existing subscription. Empty when Limio Quote is created for a new subscription.

*Required by validation rule Empty_Order_Payload. Order_Payload__c contains order items which are used when a Checkout or a Preview link is generated for a Limio Quote. JSON string of the Order_Payload__c follows the orderItems structure described here.

Validation Rules

Rule Name	API Name	Description
Empty Order Payload	Empty_Order_Payload	Prevents saving records with empty Order_Payload__c field

Web Actions

Action Name	API Name	Type	Description
Update Limio Quote	Update_Limio_Quote	Web Link	Custom action for updating quote information

Notes

• The object integrates with the broader Limio ecosystem for subscription and order management

• Order_Payload__c field contains JSON data that should be properly formatted to avoid parsing errors

• The object supports the quote-to-order process flow within the Salesforce-Limio integration