postInsuranceCreateAccounts(createAccountsInputParam, createPortalUsers)
Create person accounts and portal users for group census members.
API Version
65.0
Requires Chatter
No
Signature
public static ConnectApi.InsuranceAccountsAndUsersCreationRepresentation postInsuranceCreateAccounts(ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation createAccountsInputParam, Boolean createPortalUsers)
Parameters
- createAccountsInputParam
- Type: ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation
- Details to create person accounts.
- createPortalUsers
- Type: Boolean
- Specifies whether to create portal users for the new person accounts (true) or not (false). The default is false.
Return Value
Type: ConnectApi.InsuranceAccountsAndUsersCreationRepresentation
Example
Here's an example of how to invoke the Create Accounts API from Apex code.
1// Accounts and (optional) Portal Users creation via Connect API (simple version)
2
3// 1) Create the top-level input
4ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation input =
5 new ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation();
6
7// Provide either a Group Census Id OR a list of Group Census Member Ids
8
9// Option A: Use the Group Census Id (creates accounts for all eligible members)
10// input.groupCensusId = '0rfSG0000000vw7YAA';
11
12// Option B: Or specify specific Group Census Member Ids
13input.groupCensusMemberIdList = new List<String>{ '0r6SG0000008uTRYAY'};
14
15// Optional: Person Account Record Type Name
16input.personAccountRecordType = 'Person Account';
17
18// Optional: Matching keys (used to find existing Person Accounts before creating new ones)
19// input.matchingKeyList = new List<String>{ 'Email', 'ExternalId__c' };
20
21// Optional: Field mappings from Group Census Member fields -> Account fields
22// Example: map census FirstName/LastName to Person Account fields
23// input.fieldMappings = new Map<String, String>{
24// 'FirstName' => 'FirstName',
25// 'LastName' => 'LastName',
26// 'Email' => 'PersonEmail'
27// };
28
29// Optional: Provide portal user defaults (only applied if createPortalUsers = true)
30ConnectApi.PortalUserCreationInputRepresentation userDefaults =
31 new ConnectApi.PortalUserCreationInputRepresentation();
32userDefaults.profileId = '00eSG00000JZg4t';
33// userDefaults.localeSidKey = 'en_US';
34// userDefaults.timeZoneSidKey = 'America/Los_Angeles';
35// userDefaults.languageLocaleKey = 'en_US';
36// userDefaults.emailEncodingKey = 'UTF-8';
37input.userDetails = userDefaults;
38
39// 2) Execute the POST API
40Boolean createPortalUsers = true; // set false to only create accounts
41
42try {
43 ConnectApi.InsuranceAccountsAndUsersCreationRepresentation result =
44 ConnectApi.InsuranceGroupBenefitsFamily.postInsuranceCreateAccounts(
45 input,
46 createPortalUsers
47 );
48
49 System.debug('Accounts and Users creation result: ' + JSON.serializePretty(result));
50} catch (Exception e) {
51 System.debug('Error during accounts/users creation: ' + e.getMessage());
52}