Get Started with Insurance Developer Resources
Endorse Contract (POST)
Issue Contract From Quote (POST)
Issue Contract From Quote Asynchronous (POST)
Renew Contract (POST)
Previous PDF Versions
Create a renewed insurance contract from a renewal quote, carrying forward the applicable contract details and line items for the next coverage term.
1/connect/insurance/contracts/actions/renewReplace {yourInstance} with the My Domain name of your Salesforce org.
1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/actions/renew68.0
POST
1{
2 "quoteId": "0Q0xx0000004CtoCAE",
3 "renewalDate": "2026-03-11",
4 "contractEndDate": "2027-03-11",
5 "contractTerm": 12,
6 "targetContractId": "800xx0000004C92AAE",
7 "additionalFields": {
8 "insuranceContractItemList": [
9 {
10 "entity": "Contract",
11 "fields": {
12 "data": [
13 {
14 "key": "Description",
15 "value": "Renewed for FY2026"
16 }
17 ]
18 }
19 },
20 {
21 "entity": "InsuranceContract",
22 "fields": {
23 "data": [
24 {
25 "key": "myCustomPickList__c",
26 "value": "Alive"
27 },
28 {
29 "key": "EnrollmentEndDate",
30 "value": "2022-01-20"
31 },
32 {
33 "key": "EnrollmentStartDate",
34 "value": "2021-01-20"
35 }
36 ]
37 }
38 },
39 {
40 "entity": "ContractGroupPlan",
41 "productPath": "dentalBasic",
42 "fields": {
43 "data": [
44 {
45 "key": "EnrollmentEndDate",
46 "value": "2025-12-31"
47 }
48 ]
49 }
50 }
51 ]
52 }
53}| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
additionalFields | Insurance Contract Item Input[] | List of additional fields to apply to contract objects when the renewed contract is created. | Optional | 68.0 |
contractEndDate | String | End date of the renewed contract. Specify the date in the yyyy-MM-dd format. | Required | 68.0 |
contractTerm | Integer | Duration of the renewed contract in months. The default value is 12. | Optional | 68.0 |
quoteId | String | ID of the quote from which you want to create the renewed contract. | Required | 68.0 |
renewalDate | String | Date that the renewed contract term starts. Specify the date in the yyyy-MM-dd format. | Required | 68.0 |
targetContractId | String | ID of the existing contract that the renewal is based on, when you need to identify the prior contract explicitly. | Optional | 68.0 |