Financial Services Cloud Developer Guide
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Record Alerts (Person Accounts)
The following is a list of alerts retrieved for a person account:
- Alerts for the specified person account.
- Alerts for the financial accounts owned by the person.
- Alerts on financial transactions that are related to the financial accounts.
- Resource
-
/financialservices/recordalerts/person/${personId} - Resource Examples
-
https://yourInstance.salesforce.com/services/data/vXX.X/financialservices /recordalerts/person/001RO000002Kn4BYAS - Available version
- 54.0
- Requires Chatter
- No
- HTTP methods
- GET
- Response body for GET
- Record Alert Collection
- JSON example of response body
-
{ "recordAlerts" : [ { "actions" : { "actionInfoCollection" : [ { "actionName" : "dismiss", "parameters" : [ ] }, { "actionName" : "snooze", "parameters" : [ "effectiveDate" ] } ] }, "description" : "Alert description from an external source system", "severity" : "Test", "source" : "External", "sourceSystemId" : "sourceSystemId", "subject" : "foo apex subject", "whatId" : "001RO000002Kn4BYAS" }, { "actions" : { "actionInfoCollection" : [ { "actionName" : "dismiss", "parameters" : [ ] }, { "actionName" : "snooze", "parameters" : [ "effectiveDate" ] } ] }, "active" : true, "description" : "Unauthorized transaction on card", "effectiveDate" : "2021-11-10T20:00:00.000Z", "id" : "0qZRO000000003Z", "recordAlertCategoryName" : "Fraud", "severity" : "Error", "source" : "Internal", "subject" : "Fraud Transaction 3", "validUntilDate" : "2022-11-10T20:00:00.000Z", "whatId" : "001RO000002Kn4B" }, { "actions" : { "actionInfoCollection" : [ { "actionName" : "dismiss", "parameters" : [ ] }, { "actionName" : "snooze", "parameters" : [ "effectiveDate" ] } ] }, "active" : true, "description" : "Your card was used in a fraudulent transaction on 11/4/2021", "effectiveDate" : "2021-11-10T20:00:00.000Z", "id" : "0qZRO000000003K", "recordAlertCategoryName" : "Fraud", "severity" : "Error", "source" : "Internal", "subject" : "Fraud Transaction Alert", "validUntilDate" : "2022-11-04T19:00:00.000Z", "whatId" : "001RO000002Kn4B" } ] }