Create Contacts and Users from Group Census Members Action

This action supports bulk processing, custom field mapping, and duplicate record detection. It converts insurance group census members to Salesforce Contacs, enables member self-service through portal users, supports B2C enrollment workflows, and maintains relationship data for benefits administration and household grouping.

This action is available in API version 65.0 and later.

Special Access Rules

The org must have Digital Insurance Group Benefits enabled. To use this action, you need Census Management user access.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/createCtctUsrFrGrpCens

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
contactFieldsMapping	Apex-defined	Map of Group Census Member Object fields to Contact fields.
createPortalUsers	boolean	Indicates whether the portal users must be created ( `true` ) or not ( `false` ).
emailEncodingKey	string	Required if createPortalUsers is set to `true` . Email encoding key to use to create the user records. For example, ISO-8859-1 or UTF-8.
groupCensusId	string	Required if groupCensusMembers isn't specified. ID of the group census to create contacts and portal users for the associated group census members.
groupCensusMembers	sobject	Required if groupCensusId isn't specified. Group census member records to create contacts and portal users for.
localeSidKey	string	Required if createPortalUsers is set to `true` . Locale for the user, which affects the format of dates, times, and numbers.
languageLocaleKey	string	Required if createPortalUsers is set to `true` . Language to use to create the user records. For example, `fr` for French or `zh_Cw` for Chinese (Traditional).
matchingKeysList	string	Comma-separated list of contact object fields to detect duplicate contact records.
profileId	string	Required if createPortalUsers is set to `true` . ID of the profile to create the user records for.
timeZoneSidKey	string	Required if createPortalUsers is set to `true` . Time zone for the user, such as America or Los_Angeles.

Outputs

Output	Type	Description
`createContactsOutputRep`	Apex-defined	An apex `ind_ins_grpben__ContactsAndUsersCreationOutput` record that contains the details of the results.

Example

Sample Request

{
  "inputs": [
    {
      "groupCensusMembers": [
        {
          "Id": "0r6xx00000001tuAAA"
        },
        {
          "Id": "0r6xx00000001tvAAA"
        }
      ],
      "matchingKeysList": [
        "Email",
        "LastName"
      ],
      "contactFieldsMapping": [
        {
          "key": "FirstName__c",
          "value": "FirstName"
        },
        {
          "key": "Email__c",
          "value": "Email"
        }
      ],
      "createPortalUsers": true,
      "profileId": "00exx000000n0ywAAA",
      "timeZoneSidKey": "America/New_York",
      "localeSidKey": "en_US",
      "emailEncodingKey": "UTF-8",
      "languageLocaleKey": "en_US"
    }
  ]
}

Sample Response

{
  "outputs": [
    {
      "createContactsOutputRep": {
        "memberContactDetails": [
          {
            "groupCensusMemberId": "0r6xx00000001tuAAA",
            "contactId": "003xx000004WhsgAAC",
            "userId": "005xx000001X8vwAAC"
          }
        ],
        "errors": [
          {
            "code": "SF-0004-0058",
            "message": "Contact already exists for member",
            "additionalInfo": [
              {
                "key": "memberId",
                "value": "0r6xx00000001tvAAA"
              }
            ]
          }
        ]
      },
      "isSuccess": true
    }
  ]
}