Input representation of a merge party relationship group request.
1{
2 "primaryAccountId":"001RM000005aGUcYAM",
3 "secondaryAccountId":"001RM000005YYfiYAG",
4 "accountDetail":{
5 "customFields":{
6 "Account_CF1__c":"123",
7 "Account_CF2__c":"342"
8 },
9 "name":"Jones-Marshal HH",
10 "fax":"213762",
11 "billingAddress":{
12 "street":"",
13 "city":"",
14 "state":"",
15 "country":"",
16 "postalCode":""
17 },
18 "shippingAddress":{
19 "street":"",
20 "city":"",
21 "state":"",
22 "country":"",
23 "postalCode":""
24 },
25 "annualRevenue":"1500",
26 "numberOfEmployees":"35",
27 "type":"Agriculture"
28 },
29 "groupDetail":{
30 "customFields":{
31 "CF2__c":"123"
32 },
33 "name":"Jones-Marshal HH",
34 "category":"Staying under the same roof",
35 "status":"Active",
36 "description":"Merged household from Jones and Marshal HH",
37 "type":"Household",
38 "groupSize":"52",
39 "groupIncome":"4132",
40 "primaryAddress":{
41 "street":"",
42 "city":"",
43 "state":"",
44 "country":"",
45 "postalCode":""
46 },
47 "partyRelationGroupId":"0wKRM000000001n2AA"
48 },
49 "member":{
50 "records":[
51 {
52 "acrId":"07kRM000000Op0fYAC",
53 "contactId":"003RM00000895N9YAI",
54 "isPrimaryMember":false,
55 "isActive":true,
56 "isPrimaryGroup":false,
57 "roles":"Economic Decision Maker;Decision Maker",
58 "direct":false,
59 "customFields":{
60 "CF1__c":"2023-02-20",
61 "CF2__c":"CF2: Geoff"
62 },
63 "relations":[
64
65 ]
66 },
67 {
68 "acrId":"07kRM000000KXvrYAG",
69 "contactId":"003RM00000895NDYAY",
70 "isPrimaryMember":true,
71 "isActive":true,
72 "isPrimaryGroup":false,
73 "roles":"Decision Maker",
74 "direct":false,
75 "customFields":{
76 "CF1__c":"2023-02-19",
77 "CF2__c":"CF2: Howard"
78 },
79 "relations":[
80
81 ]
82 },
83 {
84 "acrId":"07kRM000000KYHkYAO",
85 "contactId":"003RM000008D6q0YAC",
86 "isPrimaryMember":false,
87 "isActive":true,
88 "isPrimaryGroup":false,
89 "roles":"Other;Influencer",
90 "direct":false,
91 "customFields":{
92 "CF1__c":"2023-03-08"
93 },
94 "relations":[
95 {
96 "ccrId":"0zmRM000000002EYAQ",
97 "roleRelationId":"0zlRM0000000014YAA",
98 "relatedContactId":"003RM00000895N9YAI",
99 "isActive":false
100 },
101 {
102 "ccrId":"0zmRM000000002NYAQ",
103 "roleRelationId":"0zlRM0000004CAaYAM",
104 "relatedContactId":"003RM00000895NFYAY",
105 "isActive":true
106 }
107 ]
108 }
109 ]
110 },
111 "externalMember":{
112 "records":[
113 {
114 "acrId":"07kRM000000KYHpYAO",
115 "contactId":"003RM00000895NFYAY",
116 "isPrimaryMember":false,
117 "isActive":true,
118 "isPrimaryGroup":false,
119 "roles":"Technical Buyer",
120 "direct":false,
121 "relations":[
122
123 ]
124 },
125 {
126 "acrId":"07kRM000000OpPdYAK",
127 "contactId":"003RM0000089pihYAA",
128 "isPrimaryMember":false,
129 "isActive":true,
130 "isPrimaryGroup":false,
131 "roles":"Influencer",
132 "direct":false,
133 "relations":[
134
135 ]
136 }
137 ]
138 },
139 "relatedGroup":{
140 "relations":[
141 {
142 "aarId":"0zoRM0000004CBKYA2",
143 "roleRelationId":"0zlRM000000001JYAQ",
144 "accountId":"001RM000005aVTBYA2",
145 "relatedAccountId":"001RM000005aGUcYAM",
146 "isActive":true,
147 "hierarchyType":"Peer",
148 "customFields":{
149 "CF3__c":false
150 }
151 },
152 {
153 "aarId":"0zoRM000000003KYAQ",
154 "roleRelationId":"0zlRM0000004C9mYAE",
155 "accountId":"001RM000005YNUAYA4",
156 "relatedAccountId":"001RM000005aGUcYAM",
157 "startDate":"2023-03-05T00:00:00.000Z",
158 "endDate":"2023-03-31T00:00:00.000Z",
159 "isActive":true,
160 "hierarchyType":"Parent",
161 "customFields":{
162 "CF3__c":false
163 }
164 },
165 {
166 "aarId":"0zoRM000000003PYAQ",
167 "roleRelationId":"0zlRM0000004C9mYAE",
168 "accountId":"001RM000005YNUTYA4",
169 "relatedAccountId":"001RM000005aGUcYAM",
170 "startDate":"2023-03-05T00:00:00.000Z",
171 "endDate":"2023-03-31T00:00:00.000Z",
172 "isActive":true,
173 "hierarchyType":"Parent",
174 "customFields":{
175 "CF3__c":false
176 }
177 },
178 {
179 "aarId":"0zoRM0000004CBAYA2",
180 "roleRelationId":"0zlRM000000001JYAQ",
181 "accountId":"001RM000005iEBkYAM",
182 "relatedAccountId":"001RM000005aGUcYAM",
183 "isActive":true,
184 "hierarchyType":"Peer",
185 "customFields":{
186 "CF3__c":false
187 }
188 },
189 {
190 "aarId":"0zoRM000000003GYAQ",
191 "roleRelationId":"0zlRM0000004C9mYAE",
192 "accountId":"001RM000005YNUOYA4",
193 "relatedAccountId":"001RM000005aGUcYAM",
194 "startDate":"2023-03-05T00:00:00.000Z",
195 "endDate":"2023-03-31T00:00:00.000Z",
196 "isActive":true,
197 "hierarchyType":"Parent",
198 "customFields":{
199 "CF3__c":false
200 }
201 },
202 {
203 "aarId":"0zoRM0000004CDPYA2",
204 "roleRelationId":"0zlRM0000004C9mYAE",
205 "accountId":"001RM000005aVWKYA2",
206 "relatedAccountId":"001RM000005aGUcYAM",
207 "startDate":"2023-03-05T00:00:00.000Z",
208 "endDate":"2023-03-31T00:00:00.000Z",
209 "isActive":true,
210 "hierarchyType":"Parent",
211 "customFields":{
212 "CF3__c":false
213 }
214 },
215 {
216 "aarId":"0zoRM0000004CBFYA2",
217 "roleRelationId":"0zlRM000000001JYAQ",
218 "accountId":"001RM000005aVSIYA2",
219 "relatedAccountId":"001RM000005aGUcYAM",
220 "startDate":"2023-03-07T00:00:00.000Z",
221 "endDate":"2023-04-08T00:00:00.000Z",
222 "isActive":true,
223 "hierarchyType":"Peer",
224 "customFields":{
225 "CF3__c":false
226 }
227 }
228 ]
229 },
230 "relatedAccount":{
231 "relations":[
232 {
233 "aarId":"0zoRM0000004CAuYAM",
234 "roleRelationId":"0zlRM0000004C9mYAE",
235 "accountId":"001RM000005aGUcYAM",
236 "relatedAccountId":"001RM000005ZLa5YAG",
237 "isActive":true,
238 "hierarchyType":"Peer",
239 "customFields":{
240 "CF3__c":false,
241 "CF4__c":"A;C"
242 }
243 },
244 {
245 "aarId":"0zoRM0000004CB4YAM",
246 "roleRelationId":"0zlRM000000001JYAQ",
247 "accountId":"001RM000005aGUcYAM",
248 "relatedAccountId":"001RM000005aGUNYA2",
249 "isActive":false,
250 "hierarchyType":"Peer",
251 "customFields":{
252 "CF3__c":false,
253 "CF4__c":"A;D"
254 }
255 },
256 {
257 "aarId":"0zoRM000000004mYAA",
258 "roleRelationId":"0zlRM000000001TYAQ",
259 "accountId":"001RM000005aGUcYAM",
260 "relatedAccountId":"001RM000005YXsUYAW",
261 "isActive":true,
262 "hierarchyType":"Peer",
263 "customFields":{
264 "CF3__c":true,
265 "CF4__c":"A;C"
266 }
267 }
268 ]
269 },
270 "tasks":[
271 "a03RM0000001Npi",
272 "a03RM0000001Npn"
273 ]
274}| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
accountDetail | Account Input | Details of the merged account. | Required | 58.0 |
externalMember | Member Record Input | Details of the external members of a party relationship group. | Optional | 58.0 |
groupDetail | Group Input | Details of the party relationship group, such as category, address, group size, group income, and custom fields. | Required | 58.0 |
member | Member Record Input | Details of the party relationship group members. | Required | 58.0 |
primaryAccountId | String | ID of the primary account. | Required | 58.0 |
relatedAccount | Account Relation Input | Details of the related account. | Optional | 58.0 |
relatedGroup | Account Relation Input | Details of the party relationship group. | Optional | 58.0 |
secondaryAccountId | String | ID of the secondary account. | Required | 58.0 |
tasks | String[] | List of the records to create tasks for. For example, a task to assign benefits from the source party relationship group to the destination party relationship group. | Optional | 58.0 |
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