Output representation of the profile information for an account, including the account
type and the requested primary member and account field details.
JSON Example
{
"accountId": "001RO000002Kn4BYAS",
"accountType": "HOUSEHOLD",
"primaryMemberId": "001RO000002Kn5CZAT",
"primaryMemberData": [
{
"fieldApiName": "Name",
"dataType": "String",
"label": "Name",
"value": "Jane Smith",
"metadata": null
}
],
"accountData": [
{
"fieldApiName": "FinServ__AUM__c",
"dataType": "Currency",
"label": "Assets Under Management",
"value": "1250000",
"metadata": null
}
]
}
Properties
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| accountData | Client Snapshot Field[] | List of fields associated with the account. | Big, 67.0 | 67.0 |
| accountId | String | ID of the account to get the summary for. | Big, 67.0 | 67.0 |
| accountType | String | Type of account, such as HOUSEHOLD. For non-household type accounts, the API shows an error. Valid values are INDIVIDUAL, HOUSEHOLD, and BUSINESS. | Big, 67.0 | 67.0 |
| primaryMemberData | Client Snapshot Field[] | List of fields associated with the primary member of the household account. | Big, 67.0 | 67.0 |
| primaryMemberId | String | ID of the primary member of the household. Shows null if no primary member is configured for the household. | Big, 67.0 | 67.0 |