Get profile information for a household account, including the account type and the
primary member and account field details.
Resource
/connect/nextgenwealth/accounts/accountId/snapshot
Resource Example
https://yourInstance.salesforce.com/services/data/v68.0/connect/nextgenwealth/accounts/001RO000002Kn4BYAS/snapshot
Available Version
67.0
HTTP Methods
GET
Request Parameters for GET
| Parameter Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| accountId | String | ID of the account whose profile details you want to retrieve. It must be an 18-character record ID. | Required | 67.0 |
| accountFields | String | Comma-separated list of Account field API names whose details you want to retrieve for the specified account. For example, FinServ__AUM__c and FinServ__LastInteraction__c. The API response includes data only for the specified fields. If not provided, the accountData parameter shows empty in the response. | Optional | 67.0 |
| primaryMemberFields | String | Comma-separated list of Account field API names to retrieve for the primary member of the household account. For example, Name, Phone, and PersonEmail. If not specified or if the household doesn't have the primary member configured, this parameter shows empty in the API response. | Optional | 67.0 |