Scope of Appointment (SOA) Insurance Book Slot (POST)

Book a follow-up appointment slot for a Scope of Appointment (SOA) insurance consultation with 48-hour compliance and agent prioritization.

Resource 

1/connect/health/soa-insurance/book-slot

Available Version 

67.0

HTTP Methods 

POST

JSON example 

1{
2  "accountId": "001xx000003DGb2AAG",
3  "engagementChannelTypeId": "0Hxxx0000000001",
4  "schedulingPolicyId": "0Hlxx0000000001",
5  "slotRangeEnd": "2026-09-01T12:00:00.000Z",
6  "slotRangeStart": "2026-09-01T10:00:00.000Z",
7  "soaId": "a0Xxx0000000001",
8  "territoryId": "0Hpxx0000000001",
9  "workTypeId": "08qxx0000000001"
10}

Properties 

Property NameTypeDescription
account​IdStringElderly customer Account identifier.
engagement​Channel​Type​IdList<String>Appointment channel identifier (Phone, Video, etc.). Required only when AFA and Service Territory Member Shifts are enabled.
scheduling​Policy​IdStringLightning Scheduler Scheduling Policy identifier.
slot​Range​EndStringPreferred booking window end time in ISO 8601 format. Must be later than slotRangeStart.
slot​Range​StartStringPreferred booking window start time in ISO 8601 format. Must be at least 48 hours in the future.
soa​IdStringSalesforce Scope of Appointment (SOA) record identifier.
territory​IdList<String>Service Territory identifier.
work​Type​IdStringSalesforce Scheduler WorkType identifier.

Response Body for POST 

Scope of Appointment (SOA) Insurance Book Slot Result