Renew Contract (POST)

Create a renewed insurance contract from a renewal quote, carrying forward the applicable contract details and line items for the next coverage term.

Resource 

1/connect/insurance/contracts/actions/renew

Resource Example 

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/contracts/actions/renew

Available Version 

68.0

HTTP Methods 

POST

Request Body for POST 

JSON Example 

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}

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
additionalFieldsInsurance Contract Item Input[]List of additional fields to apply to contract objects when the renewed contract is created.Optional68.0
contractEndDateStringEnd date of the renewed contract. Specify the date in the yyyy-MM-dd format.Required68.0
contractTermIntegerDuration of the renewed contract in months. The default value is 12.Optional68.0
quoteIdStringID of the quote from which you want to create the renewed contract.Required68.0
renewalDateStringDate that the renewed contract term starts. Specify the date in the yyyy-MM-dd format.Required68.0
targetContractIdStringID of the existing contract that the renewal is based on, when you need to identify the prior contract explicitly.Optional68.0

Response Body for POST 

Contract Renewal Response