GroupCensus

Represents a snapshot of statistics about eligible members (employees or members) of a group (employer or association) and their legal dependents. Use this entity in quoting, rating, and the subsequent enrollment process. Child object of employer or group Account. This object is available in API version 55.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Group account associated with the census.

    This is a relationship field.

  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

ContractId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The contract associated with the census.

    This is a relationship field.

  • Refers to: Contract

EffectiveEndDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Effective end date of the census.

EffectiveStartDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Effective start date of the census.

ExternalIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: External ID used to identify the group census in search. Used as a cross reference field if the group census is externally imported.

FullTimeMemberCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of full-time members.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record, a record related to this record, or a list view.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record

LeadId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Lead associated with the census.

    This is a relationship field.

  • Relationship Name: Lead
  • Relationship Type: Lookup
  • Refers To: Lead

MbrWithMoreThan1ChldCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have one or more children as dependents. Use in tier-based rating during quote and contract.

MbrWithMoreThan2ChldCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have two or more children as dependents. Use in tier-based rating during quote and contract.

MbrWithoutDependentCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of single members who haven't declared any dependents for plan enrollment.

MemberOptOutCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have opted out of plan enrollment and don't want to participate in the employer's benefits program.

MemberWithDependentCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have dependents and no spouse.

MemberWithOneChildCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have only one child as a dependent. Use in rating during quote and contract.

MemberWithSpouseCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members who have a spouse and no dependents.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Name of the census.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the user who currently owns this account.

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

PartTimeMemberCount

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of part-time members.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The source system of the census.

SourceSystemType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the source system type.
  • Possible values:
    • External
    • User

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the status of the census.
  • Possible values:
    • Active
    • Draft
    • Inactive

TotalDependents

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of dependents.

TotalMemberPlusDependent

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members and dependents.

TotalMembers

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Number of members.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the stage this census is mapped to.
  • Possible values:
    • Enrollment
    • Lead
    • Quote
    • System

UsageType

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Internal field. Specifies the application using the group census to populate data.
  • Default value: Insurance
  • Possible values:
    • Insurance

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

GroupCensusChangeEvent
Change events are available for the object in API version 62.0 and later.
GroupCensusFeed
Feed tracking is available for the object.
GroupCensusHistory
History is available for tracked fields of the object.
GroupCensusOwnerSharingRule
Sharing rules are available for the object.
GroupCensusShare
Sharing is available for the object.