postInsuranceCreateAccounts(createAccountsInputParam, createPortalUsers)

Create person accounts and portal users for group census members.

API Version

65.0

Requires Chatter

Signature

public static ConnectApi.InsuranceAccountsAndUsersCreationRepresentation postInsuranceCreateAccounts(ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation createAccountsInputParam, Boolean createPortalUsers)

Parameters

createAccountsInputParam

Type: ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation
Details to create person accounts.

createPortalUsers

Type: Boolean
Specifies whether to create portal users for the new person accounts (true) or not (false). The default is false.

Return Value

Type: ConnectApi.InsuranceAccountsAndUsersCreationRepresentation

Example

Here’s an example of how to invoke the Create Accounts API from Apex code.

1// Accounts and (optional) Portal Users creation via Connect API (simple version)
2
3// 1) Create the top-level input
4ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation input =
5    new ConnectApi.InsuranceAccountsAndUsersCreationInputRepresentation();
6
7// Provide either a Group Census Id OR a list of Group Census Member Ids
8
9// Option A: Use the Group Census Id (creates accounts for all eligible members)
10// input.groupCensusId = '0rfSG0000000vw7YAA';
11
12// Option B: Or specify specific Group Census Member Ids
13input.groupCensusMemberIdList = new List<String>{ '0r6SG0000008uTRYAY'};
14
15// Optional: Person Account Record Type Name
16input.personAccountRecordType = 'Person Account';
17
18// Optional: Matching keys (used to find existing Person Accounts before creating new ones)
19// input.matchingKeyList = new List<String>{ 'Email', 'ExternalId__c' };
20
21// Optional: Field mappings from Group Census Member fields -> Account fields
22// Example: map census FirstName/LastName to Person Account fields
23// input.fieldMappings = new Map<String, String>{
24//     'FirstName' => 'FirstName',
25//     'LastName'  => 'LastName',
26//     'Email'     => 'PersonEmail'
27// };
28
29// Optional: Provide portal user defaults (only applied if createPortalUsers = true)
30ConnectApi.PortalUserCreationInputRepresentation userDefaults =
31    new ConnectApi.PortalUserCreationInputRepresentation();
32userDefaults.profileId = '00eSG00000JZg4t';
33// userDefaults.localeSidKey = 'en_US';
34// userDefaults.timeZoneSidKey = 'America/Los_Angeles';
35// userDefaults.languageLocaleKey = 'en_US';
36// userDefaults.emailEncodingKey = 'UTF-8';
37input.userDetails = userDefaults;
38
39// 2) Execute the POST API
40Boolean createPortalUsers = true; // set false to only create accounts
41
42try {
43    ConnectApi.InsuranceAccountsAndUsersCreationRepresentation result =
44        ConnectApi.InsuranceGroupBenefitsFamily.postInsuranceCreateAccounts(
45            input,
46            createPortalUsers
47        );
48
49    System.debug('Accounts and Users creation result: ' + JSON.serializePretty(result));
50} catch (Exception e) {
51    System.debug('Error during accounts/users creation: ' + e.getMessage());
52}