Household Account Snapshot (GET)

Get profile information for a household account, including the account type and the primary member and account field details.

Resource

1/connect/nextgenwealth/accounts/ACCOUNT_ID/snapshot

1https://YOUR_INSTANCE.salesforce.com/services/data/v68.0/connect/nextgenwealth/accounts/001_RO000002_KN4_BYAS/snapshot

67.0

GET

Parameter Name	Type	Description	Required or Optional	Available Version
`accountId`	String	ID of the account whose profile details you want to retrieve. It must be an 18-character record ID.	Required	67.0
`accountFields`	String	Comma-separated list of Account field API names whose details you want to retrieve for the specified account. For example, `FinServ__AUM__c` and `FinServ__LastInteraction__c`. The API response includes data only for the specified fields. If not provided, the `accountData` parameter shows empty in the response.	Optional	67.0
`primaryMemberFields`	String	Comma-separated list of Account field API names to retrieve for the primary member of the household account. For example, `Name`, `Phone`, and `PersonEmail`. If not specified or if the household doesn’t have the primary member configured, this parameter shows empty in the API response.	Optional	67.0