Map fields on existing member plans for a group census to the corresponding quote or
contract records without creating new records. Use this resource to remap references from quote
records to contract records, or from contract records back to quote records. This API lets you
reuse the same census across the quote-to-contract lifecycle and vice versa. The API runs
asynchronously and returns a request ID that you can use to track the job status.
Resource
{censusId} is a placeholder.
/connect/insurance/group-censuses/{censusId}/actions/map-fields
Resource Example
Replace {yourInstance} with the My Domain name of your Salesforce org.
https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/group-censuses/0rfxx000000001aEAA/actions/map-fields
Available Version
68.0
HTTP Methods
POST
Path Parameter for POST
| Parameter Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| censusId | String | ID of the group census whose fields are mapped in place. | Required | 68.0 |
Request Body for POST
JSON Example
{
"groupCensusFilters": {
"memberPlanFilter": {
"quoteId": "0Q0xx0000004CtoCAE"
}
},
"groupCensusReferenceMappings": {
"memberPlanReferenceMapping": {
"contractId": "800xx0000004C92AAE"
}
}
}
Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| groupCensusFilters | Group Census Filters Input | Filters that identify which records of the existing group census are processed. For example, process only the group census member plans that belong to a specified quote. | Optional | 68.0 |
| groupCensusReferenceMappings | Group Census Reference Mappings Input | Reference mapping rules that update group census records from a quote to a contract or from a contract to a quote. For example, remap quote line item references to contract group plans after a quote is converted to a contract. | Optional | 68.0 |