Renew Contract (POST)

Create a renewed insurance contract from a renewal quote, carrying forward the applicable contract details and line items for the next coverage term.

Resource

/connect/insurance/contracts/actions/renew

Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/actions/renew

Available Version

68.0

HTTP Methods

POST

Request Body for POST

JSON Example

{
  "quoteId": "0Q0xx0000004CtoCAE",
  "renewalDate": "2026-03-11",
  "contractEndDate": "2027-03-11",
  "contractTerm": 12,
  "targetContractId": "800xx0000004C92AAE",
  "additionalFields": {
    "insuranceContractItemList": [
      {
        "entity": "Contract",
        "fields": {
          "data": [
            {
              "key": "Description",
              "value": "Renewed for FY2026"
            }
          ]
        }
      },
      {
        "entity": "InsuranceContract",
        "fields": {
          "data": [
            {
              "key": "myCustomPickList__c",
              "value": "Alive"
            },
            {
              "key": "EnrollmentEndDate",
              "value": "2022-01-20"
            },
            {
              "key": "EnrollmentStartDate",
              "value": "2021-01-20"
            }
          ]
        }
      },
      {
        "entity": "ContractGroupPlan",
        "productPath": "dentalBasic",
        "fields": {
          "data": [
            {
              "key": "EnrollmentEndDate",
              "value": "2025-12-31"
            }
          ]
        }
      }
    ]
  }
}

Properties

Name Type Description Required or Optional Available Version
additionalFields Insurance Contract Item Input[] List of additional fields to apply to contract objects when the renewed contract is created. Optional 68.0
contractEndDate String End date of the renewed contract. Specify the date in the yyyy-MM-dd format. Required 68.0
contractTerm Integer Duration of the renewed contract in months. The default value is 12. Optional 68.0
quoteId String ID of the quote from which you want to create the renewed contract. Required 68.0
renewalDate String Date that the renewed contract term starts. Specify the date in the yyyy-MM-dd format. Required 68.0
targetContractId String ID of the existing contract that the renewal is based on, when you need to identify the prior contract explicitly. Optional 68.0

Response Body for POST