# 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

<table><thead><tr><th>Field Label</th><th>API Name</th><th>Type</th><th width="242.759521484375">Description</th><th>Required</th></tr></thead><tbody><tr><td><strong>Amount</strong></td><td><code>Amount__c</code></td><td>Number(18,2)</td><td>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.</td><td></td></tr><tr><td><strong>Bill To Account</strong></td><td><code>Bill_To_Account__c</code></td><td>Lookup(Account)</td><td>Reference to the Account that should be billed for this quote. Creates relationship "Limio Quotes (Bill To)".</td><td></td></tr><tr><td><strong>Bill To Contact</strong></td><td><code>Bill_To_Contact__c</code></td><td>Lookup(Contact)</td><td>Reference to the Contact that should be billed for this quote. Creates relationship "Limio Quotes (Bill To)".</td><td></td></tr><tr><td><strong>Contact Id</strong></td><td><code>Contact_Id__c</code></td><td>Formula(Opportunity__r.ContactId)</td><td>Stores the Salesforce Contact ID associated with this quote's parent Opportunity.</td><td></td></tr><tr><td><strong>Discount Amount</strong></td><td><code>Discount_Amount__c</code></td><td>Number(18,2)</td><td>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.</td><td></td></tr><tr><td><strong>Discount Percent</strong></td><td><code>Discount_Percent__c</code></td><td>Number(5,0)</td><td>Stores the discount percentage for the Limio Quote calculated as (Discount Amount / Total Amount) * 100. For example, 15 for 15% discount.</td><td></td></tr><tr><td><strong>Has Manual Price Override</strong></td><td><code>Has_Manual_Price_Override__c</code></td><td>Checkbox</td><td>Indicates whether manual price overrides have been applied to this quote. Defaults to false.</td><td></td></tr><tr><td><strong>Offers Purchase Country</strong></td><td><code>Offers_Purchase_Country__c</code></td><td>Text(255)</td><td>The country where the offer is being purchased. Used for offer filtering and regional pricing.</td><td></td></tr><tr><td><strong>Opportunity</strong></td><td><code>Opportunity__c</code></td><td>Lookup(Opportunity)</td><td>Reference to the Opportunity associated with this quote.</td><td>Yes</td></tr><tr><td><strong>Order Payload</strong></td><td><code>Order_Payload__c</code></td><td>Long Text Area(131072)</td><td>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.</td><td>Yes*</td></tr><tr><td><strong>Quote Totals JSON</strong></td><td><code>Quote_Totals_JSON__c</code></td><td>Long Text Area(131072)</td><td>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.</td><td></td></tr><tr><td><strong>Sold To Account</strong></td><td><code>Sold_To_Account__c</code></td><td>Lookup(Account)</td><td>Reference to the Account that is purchasing (sold to) this quote. Creates relationship "Limio Quotes (Sold To)".</td><td></td></tr><tr><td><strong>Sold To Contact</strong></td><td><code>Sold_To_Contact__c</code></td><td>Lookup(Contact)</td><td>Reference to the Contact that is purchasing (sold to) this quote. Creates relationship "Limio Quotes (Sold To)".</td><td></td></tr><tr><td><strong>Status</strong></td><td><code>Status__c</code></td><td>Picklist</td><td>Current status of the Limio Quote (e.g., Draft, Pending Approval, Approved, Rejected, Completed).</td><td></td></tr><tr><td><strong>Subscription Id</strong></td><td><code>Subscription_Id__c</code></td><td>Text(36)</td><td>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.</td><td></td></tr></tbody></table>

\*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](https://docs.limio.com/developers/limio-sdk/basket#orderitems-retrieving-items-in-the-basket).

## 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