Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Create Contract From Quote Action

Create a group insurance contract from a quote.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

URI
/services/data/v68.0/actions/standard/createContractFromQuote
Formats
JSON
HTTP Methods
POST
Authentication
Authorization: Bearer token

Inputs

Input Details
insuranceContractCreationInputRepresentation
Type
Apex-defined
Description

Required.

An Apex ConnectApi.InsuranceContractCreationInputRepresentation object that contains the details of the contract to be created.

Outputs

Output Details
requestId
Type
string
Description
ID of the asynchronous request that's created when the contract service is initiated.

Example

Sample Request

1{
2  "inputs": [
3    {
4      "insuranceContractCreationInputRepresentation": {
5        "quoteId": "0Q0SG000000DQA00AO",
6        "contractStartDate": "2025-03-11",
7        "contractEndDate": "2026-03-11",
8        "enrollmentStartDate": "2025-01-01",
9        "enrollmentEndDate": "2025-02-01",
10        "contractTerm": 1,
11        "additionalFields": [
12          {
13            "entity": "Contract",
14            "fields": {
15              "data": [
16                {
17                  "key": "CustomerSignedTitle",
18                  "value": "Mr"
19                }
20              ]
21            }
22          },
23          {
24            "entity": "ContractGroupPlan",
25            "instanceKey": "d5861be1-9920-42d9-8f43-093b0a709d35",
26            "fields": {
27              "data": [
28                {
29                  "key": "EligibilityCriteria",
30                  "value": "testcriteria"
31                }
32              ]
33            }
34          }
35        ]
36      }
37    }
38  ]
39}

Sample Response

1[
2  {
3    "actionName": "createContractFromQuote",
4    "errors": null,
5    "isSuccess": true,
6    "outputValues": {
7      "requestId": "15Uxx0000004XYZABC"
8    }
9  }
10]