Update a group census with member and optional plan configuration from the active
policies on an existing group benefits contract for changes after the last census generation. You
can optionally filter based on contract group plans, contacts, or person accounts. This API runs
asynchronously and returns a request ID that you can use to track the job or retry a failed
run.
Resource
{contractId} is a placeholder.
/connect/insurance/contracts/{contractId}/actions/upsert-members
Resource Example
Replace {yourInstance} with the My Domain name of your Salesforce org.
https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/800xx0000004C92AAE/actions/upsert-members
Available Version
68.0
HTTP Methods
POST
Path Parameter for POST
| Parameter Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| contractId | String | ID of the insurance contract whose policy data is used to generate or update group census member information. | Required | 68.0 |
Request Body for POST
JSON Example
{
"censusName": "Acme Enrollment Census 2026",
"censusType": "Enrollment",
"groupCensusId": "0rfxx0000004C92AAA",
"policyEffectiveDate": "2026-01-01",
"shouldGenerateCsv": true,
"shouldIncludeMemberPlans": true,
"personAccountIds": [
"001xx000003DGb2AAG"
],
"contactIds": [
"003xx000004WhKhAAK"
],
"policyIds": [
"0YTxx0000004C92GAE"
],
"additionalFields": {
"members": [
{
"memberId": "0YLxx0000004C92EAG",
"fields": [
{
"key": "Status__c",
"value": "Active"
}
]
}
]
}
}
Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| additionalFields | Insurance Generate Refresh Census Members Additional Fields Input | Additional field values to apply to each group census member during the upsert operation. Use this parameter to set nonstandard fields, such as extended or custom fields. | Optional | 68.0 |
| censusName | String | Name for the group census record. | Optional | 68.0 |
| censusType | String | Type of census, for example Enrollment or Quote. | Optional | 68.0 |
| contactIds | String[] | Contact IDs used to extract member information. If you specify contact IDs, you must also specify a policy ID to correctly identify the associated members. | Optional | 68.0 |
| groupCensusId | String | ID of the group census. Required when you update existing group census member details. | Optional | 68.0 |
| personAccountIds | String[] | IDs of the Person Accounts used to identify the members to include when processing the group census. Member information is extracted from the specified accounts. | Optional | 68.0 |
| policyEffectiveDate | String | Date used to determine the policy version for generating or updating group census member details, in YYYY-MM-DD format. The specified date must fall between the policy version's effectiveFromDate and effectiveToDate. | Optional | 68.0 |
| policyIds | String[] | Policy IDs from which member information is retrieved for the specified contacts or accounts. | Optional | 68.0 |
| shouldGenerateCsv | Boolean | Indicates whether to create a CSV file with all the census data (true) or not (false). | Optional | 68.0 |
| shouldIncludeMemberPlans | Boolean | Indicates whether to include plan details for the members in the processed group census ( true) or not ( false). If set to true, the group census includes insurance plan details for each member. | Optional | 68.0 |