Create Person Accounts and Users from Group Census Members Action

Create person accounts and portal users for group census or group census members. This action supports bulk processing, custom field mapping, and duplicate detection.

This action supports bulk processing, custom field mapping, and duplicate record detection. It converts insurance group census members to Salesforce Person Accounts, enables member self-service through portal users, supports B2C enrollment workflows, and maintains relationship data for benefits administration and household grouping.

This action is available in API version 65.0 and later.

Special Access Rules

The org must have Person Accounts and Digital Insurance Group Benefits enabled. To use this action, you need Census Management user access.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/createAcctUsrFrGrpCens

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
`accountFieldsMapping`	Apex-defined	Map of Group Census Member Object fields to Account fields.
`createPortalUsers`	boolean	Indicates whether portal users must be created ( `true` ) or not ( `false` ).
`emailEncodingKey`	string	Required if `createPortalUsers` is set to `true` . Email encoding key to use to create the user records. For example, ISO-8859-1 or UTF-8.
`groupCensusId`	string	Required if a list of `groupCensusMembers` isn’t specified. ID of the group census to create person accounts and portal users for the associated group census members.
`groupCensusMembers`	sobject	Required if `groupCensusId` isn’t specified. Group census member records to create person accounts and portal users.
`languageLocaleKey`	string	Required if `createPortalUsers` is set to `true` . Language to use to create the user records. For example, `fr` for French or `zh_Cw` for Chinese (Traditional).
`localeSidKey`	string	Required if `createPortalUsers` is set to `true` . Locale for the user, which affects the format of dates, times, and numbers.
`matchingKeysList`	string	Comma-separated list of account object fields to detect duplicate account records.
`profileId`	string	Required if `createPortalUsers` is set to `true` . ID of the profile to create the user records for.
`recordTypeName`	string	API name of the record type to create the person accounts for.
`timeZoneSidKey`	string	Required if `createPortalUsers` is set to `true` . Time zone for the user, such as America or Los_Angeles.

Outputs

Output	Type	Description
`createAccountsOutputRep`	Apex-defined	An Apex `ind_ins_grpben__AccountsAndUsersCreationOutput` record that contains the details of the results.

Example

Sample Request

1{
2  "inputs": [
3    {
4      "groupCensusId": "0rfxx000000006dAAA",
5      "recordTypeName": "IndividualMember",
6      "matchingKeysList": ["PersonEmail", "LastName", "PersonBirthdate"],
7      "accountFieldsMapping": [
8        { "key": "FirstName__c", "value": "FirstName" },
9        { "key": "LastName__c", "value": "LastName" },
10        { "key": "Email__c", "value": "PersonEmail" },
11        { "key": "Birthdate__c", "value": "PersonBirthdate" }
12      ],
13      "createPortalUsers": true,
14      "profileId": "00exx000000n0ywAAA",
15      "timeZoneSidKey": "America/New_York",
16      "localeSidKey": "en_US",
17      "emailEncodingKey": "UTF-8",
18      "languageLocaleKey": "en_US"
19    }
20  ]
21}

Sample Response

1{
2  "outputs": [
3    {
4      "AccountsAndUsersCreationOutput": {
5        "groupCensusId": "0rfxx000000006dAAA",
6        "memberAccountDetails": [
7          {
8            "groupCensusMemberId": "0r6xx00000001tqAAA",
9            "accountId": "001xx000003Ga7KAAS",
10            "userId": "005xx000001X8vwAAC"
11          }
12        ],
13        "errors": [
14          {
15            "code": "SF-0004-0054",
16            "message": "Person Account already exists for member",
17            "additionalInfo": [
18              {
19                "key": "memberId",
20                "value": "0r6xx00000001u4AAA"
21              }
22            ]
23          }
24        ]
25      },
26      "isSuccess": true
27    }
28  ]
29}