Insurance Person Accounts and Users Creation Input

Input representation for creating person accounts and portal users from group census members.

JSON Example

This is a sample JSON example with GroupCensusId.

{
  "groupCensusId": "0rfxx0000000007AAA",
  "matchingKeyList": {
    "values": [
      "FirstName",
      "LastName"
    ]
  },
  "fieldMappings": {
    "data": {
      "FirstName": "FirstName",
      "Lastname": "LastName"
    }
  },
  "userDetails": {
    "profileId": "00exx000000mzxC",
    "localeSidKey": "en_US",
    "timeZoneSidKey": "America/New York",
    "languageLocaleKey": "en_US",
    "emailEncodingKey": "UTF-8"
  }
}

This is a sample JSON example with GroupCensusMembers.

{
  "groupCensusMemberIdList": {
    "values": [
      "0r6xx0000000002AAA",
      "0r6xx000000004rAAA"
    ]
  },
  "matchingKeyList": {
    "values": [
      "FirstName",
      "LastName"
    ]
  },
  "fieldMappings": {
    "data": {
      "FirstName": "FirstName",
      "Lastname": "LastName"
    }
  },
  "userDetails": {
    "profileId": "00exx000000mzxC",
    "localeSidKey": "en_US",
    "timeZoneSidKey": "America/New York",
    "languageLocaleKey": "en_US",
    "emailEncodingKey": "UTF-8"
  }
}

Properties

Name Type Description Required or Optional Available Version
fieldMappings Map<String, String> Map of field API names from the Group Census Member object (key) to the Account object (value). Optional 65.0
groupCensusId String ID of the group census that contains the members to process. Optional 65.0
groupCensusMember​IdList String[] IDs of the group census members for whom you want to create person accounts and users.

If not provided, all members of the specified group census are processed.

Optional 65.0
matchingKeyList String[] List of field API names on the Group Census Member object that are used to identify and prevent the creation of duplicate person accounts.

The default fields are FirstName, LastName, PersonBirthdate, PersonEmail, and PersonGender.

Optional 65.0
personAccount​RecordType String Developer name of the person account record type to use for the new accounts. Optional 65.0
userDetails Portal User Creation Input Details to create portal users. Required if the createPortalUsers request parameter is set to true. 65.0