POST /v1/SalesForce/BulkFinancialAccounts — adaptek-api

latestOpenAPI 3.0.12026-08-20209391634.0 KB

08102c0d2f19

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

CRS1

EmailClientStatusUpdate1

ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

InternalMigration6

InvestmentAccounts2

Leads6

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

Registration6

SalesForce16

post/v1/SalesForce/vaultImpersonate
postCreate/Update a consumer record from Salesforce
post/v1/SalesForce/BulkPersonAccounts
postCreate/Update a financial account from Salesforce
post/v1/SalesForce/BulkFinancialAccounts
post/v1/SalesForce/comra
get/v1/SalesForce/documents/all/{userId}/{objectid}/{type}
get/v1/SalesForce/documents/download/{userId}/{fileId}/{type}
post/v1/SalesForce/documents/upload
post/v1/SalesForce/documents/copy
post/v1/SalesForce/documents/update
post/v1/SalesForce/documents/move
post/v1/SalesForce/documents/folder/create
post/v1/SalesForce/documents/folder/update
post/v1/SalesForce/documents/markasread
get/v1/SalesForce/VaultLogo/{consumerId}

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

SalesForce

post/v1/SalesForce/BulkFinancialAccounts

Request body

Response

Financial Accounts sync was successful

accountIdinteger

salesforceAccountIdstring nullable

isSuccessfulboolean

errorMessagestring nullable