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SalesForce

Create/Update a financial account from Salesforce

post/v1/SalesForce/financialaccount

Request body

accountIdinteger nullable
salesforceAccountIdstring nullable
accountNamestring nullable
ownerIdinteger
jointOwnerIdinteger nullable
agentIdinteger
recordTypestring nullable
taxTypestring nullable
productTypestring nullable
issueDatestring date-time nullable
currentValuenumber double
valueDatestring date-time nullable
surrenderValuenumber double nullable
incomeRiderValuenumber double nullable
deathBenefitValuenumber double nullable
costBasisnumber double nullable
isDeletedboolean
sourcestring nullable
isManualEntryboolean

Response

Financial Account sync successful

isSuccessfulboolean
idinteger
errorMessagestring nullable

Changes

No recorded changes to this endpoint across all 4 revisions of this API.