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

Where TOKEN is a variable.

Inputs

Input	Type	Description
`accountId`	string	Required. The ID of the account record to resolve contact details for.

Outputs

Output	Type	Description
`isPersonAccount`	boolean	Indicates whether the resolved account is a Person Account.
`emailAddress`	string	The email address of the customer.
`phoneNumber`	string	The phone number of the customer.
`fullName`	string	The full name of the customer, made up of the first name and last name.
`personContactId`	string	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]