InsCensusServiceStd:createUpdateAccounts

Class: InsCensusServiceStd

Method: createUpdateAccounts

Note

Person Accounts must be enabled in the org when using this service.

How it Works

To create person accounts for the members in the given census, this service:

1. Retrieves the list of ​GroupCensusMember​​ records based on censusMemberIds​.
2. Creates a Person Account for each ​GroupCensusMember​​.

3. The following four fields, along with mapping are copied from GroupCensusMember to the Account record.

   GroupCensusMember	Account
   FirstName	FirstName
   Lastname	LastName
   Email	PersonEmail
   Birthdate	PersonBirthdate

4. If you provide duplicateKeys parameter in the input, the service uses the list of comma-separated fields of Account object for identifying the duplicate records. If there is an existing Account record with the same values for these fields, then the service uses the existing Account record. If there is no duplicateKeys parameter, the service creates a new Account record for each census member.

   1. The fields passed in duplicateKeys must be a subset of the fields that are copied to the Account record. If you pass any other fields, they're ignored during duplicate detection.

5. Updates the ​AccountId​ and ​ContactId​​ fields of the census member.

6. Sets ​GroupCensusMember.AccountId​ as the ID of the newly created Person Account and ​GroupCensusMember.ContactId​​ as the corresponding Contact record.

7. The service creates a user record for the GroupCensusMember records whose IsPortalUser is true. It uses emailEncoding, localeSID, languageLocale, timeZoneSID and profileId fields to create a User record.

Remote Options

Input JSON

There’s no input JSON required for this service.

Output JSON

The output JSON is a list of account Ids of successfully created or update GroupCensusMember records.

{      
    "censusMemberIds": [
        "0r6RO0000000430YAA",
        "0r6RO000000042vYAA"
    ],
    "duplicateKeys": "FirstName,LastName"
    "emailEncoding": "UTF-8",
    "timeZoneSID": "America/New York",
    "languageLocale": "en_US",
    "localeSID": "en_US",
    "profileId": "00eRO000000OUVRYA4",
}

{    
    "accountIds": [
        "003RO000002yi8iYAA",
        "003RO000002yi8dYAA"
    ]
}