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 |
Contact Creation (for Business Accounts)
| Limio Source | Salesforce Field | Notes |
|---|---|---|
| accountId | AccountId | Generated account ID |
| customerDetails.firstName | FirstName | |
| customerDetails.lastName | LastName | |
| customerDetails.email | ||
| customerDetails.phone | Phone |
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