Resolve Known Customer Account Action

Resolve contact details for a known customer account. For Person Accounts, returns the email address, phone number, full name, and person contact ID from the account record.

This action is available in API version 68.0 and later.

Special Access Rules

The Resolve Known Customer Account action is available in Enterprise and Unlimited Editions with Energy and Utilities Cloud.

Supported REST HTTP Methods

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

Inputs

Input Details
accountId
Type
string
Description

Required.

The ID of the account record to resolve contact details for.

Outputs

Output Details
isPersonAccount
Type
boolean
Description
Indicates whether the resolved account is a Person Account.
emailAddress
Type
string
Description
The email address of the customer.
phoneNumber
Type
string
Description
The phone number of the customer.
fullName
Type
string
Description
The full name of the customer, made up of the first name and last name.
personContactId
Type
string
Description
The ID of the person contact record associated with the Person Account.

Example

POST

This sample request is for the Resolve Known Customer Account action.

1{
2  "inputs": [
3    {
4      "accountId": "001xx000003GHijAAG"
5    }
6  ]
7}

This sample response is for the Resolve Known Customer Account action.

1[
2  {
3    "actionName": "resolveKnownCustomerAccount",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outputValues": {
8      "isPersonAccount": true,
9      "emailAddress": "alex.rivera@example.com",
10      "phoneNumber": "415-555-0100",
11      "fullName": "Alex Rivera",
12      "personContactId": "003xx000004DKlmAAE"
13    },
14    "sortOrder": -1,
15    "version": 1
16  }
17]