---
title: "Create/Update a financial account from Salesforce"
method: POST
path: "/v1/SalesForce/financialaccount"
tags: ["SalesForce"]
---

# Create/Update a financial account from Salesforce

`POST /v1/SalesForce/financialaccount`

## Request body

- AdaptekApiApplicationSalesforceFinancialAccountCommandsUpsertFinancialAccountCommand
  - `accountId` integer, nullable
  - `salesforceAccountId` string, nullable
  - `accountName` string, nullable
  - `ownerId` integer
  - `jointOwnerId` integer, nullable
  - `agentId` integer
  - `recordType` string, nullable
  - `taxType` string, nullable
  - `productType` string, nullable
  - `issueDate` string, date-time, nullable
  - `currentValue` number, double
  - `valueDate` string, date-time, nullable
  - `surrenderValue` number, double, nullable
  - `incomeRiderValue` number, double, nullable
  - `deathBenefitValue` number, double, nullable
  - `costBasis` number, double, nullable
  - `isDeleted` boolean
  - `source` string, nullable
  - `isManualEntry` boolean

## Response `200`

Financial Account sync successful

- AdaptekApiApplicationSalesforceFinancialAccountCommandsUpsertFinancialAccountResponse
  - `isSuccessful` boolean
  - `id` integer
  - `errorMessage` string, nullable

## Other responses

- `400` — Invalid request
- `404` — Record was not found

---

[API](https://skmtc.net/adaptek/apis/adaptek-api.md) · [All operations](https://skmtc.net/adaptek/apis/adaptek-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/adaptek/adaptek-api/revisions/08102c0d2f19/schema)