New Connect REST APIs in Financial Services Cloud

Connect REST APIs help customers, and partners integrate with Salesforce software and UIs.

Create an actionable list definition, including source details, display fields, and member statuses
Make a POST request to the new /connect/actionable-list-definitions resource.
New request body: Actionable List Definitions Create Input
New response body: Actionable List Definitions Create
Get actionable list definitions
Make a GET request to the new /connect/actionable-list-definitions resource.
New response body: Actionable List Definitions Get
Partially update an existing actionable list definition
Make a PATCH request to the new /connect/actionable-list-definitions/actionableListDefinitionId resource.
New request body: Actionable List Definition Update Input
New response body: Actionable List Definition Update
Get records and column metadata for an actionable list definition
Make a POST request to the new /connect/actionable-list-definitions/actionableListDefinitionId/records resource.
New request body: Actionable List Definitions Records Input
New response body: Actionable List Definitions Records
Create or update an actionable list and its members
Make a POST request to the new /connect/actionable-lists resource.
New request body: Actionable Lists Upsert Input
New response body: Actionable Lists Upsert
Get distinct values for a type-ahead-enabled source column on an actionable list definition
Make a GET request to the new /connect/actionable-list-definitions/actionableListDefinitionId/column-values/columnIdentifier resource.
New response body: Actionable List Column Values
Find flexible hierarchy records associated with a relationship graph definition
Make a GET request to the new /connect/flexible-hierarchies/relationship-graph-definitions/graphDefinitionId/records resource.
New response body: Flexible Hierarchy Record Search Response
Get the flexible hierarchy root records associated with a relationship graph definition
Make a GET request to the new /connect/flexible-hierarchies/relationship-graph-definitions/graphDefinitionId/root-records resource.
New response body: Flexible Hierarchy Root Records Response
Apply rules to create new flexible hierarchies or update existing hierarchies
Make a POST request to the new /connect/flexible-hierarchies/actions/apply-rules resource.
New request body: Flexible Hierarchy Rule-Based Creation Input
New response body: Flexible Hierarchy Rule-Based Creation Response
Get job run records for an org's hierarchy generation jobs
Make a GET request to the new /connect/flexible-hierarchies/job-runs resource.
New response body: Flexible Hierarchy Job Runs Response
Get a specific job run record or delete a job run by its ID
Make a GET or DELETE request to the new /connect/flexible-hierarchies/job-runs/jobRunId resource.
New response body for GET: Flexible Hierarchy Job Run Response
New response body for DELETE: Flexible Hierarchy Job Run Delete Response
Get items associated with a job run
Make a GET request to the new /connect/flexible-hierarchies/job-runs/jobRunId/items resource.
New response body: Flexible Hierarchy Job Run Items Response
Get a specific job run item
Make a GET request to the new /connect/flexible-hierarchies/job-runs/jobRunId/items resource.
New response body: Flexible Hierarchy Job Run Item Response
Check the synchronization status of flexible hierarchies with their source data
Make a POST request to the new /connect/flexible-hierarchies/actions/check-sync resource.
New request body: Flexible Hierarchy Check Sync Input
New response body: Flexible Hierarchy Check Sync Response
Search nodes in a flexible hierarchy snapshot version by display name
Make a GET request to the new /connect/flexible-hierarchies/hierarchyId/snapshots/versionNumber/actions/search resource.
New response body: Flexible Hierarchy Search