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GET /customerManagement/customer/{ID}

  • Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)

Retrieving the Customer is a supported service (with partial field alignment). Only GET by ID will be supported.


RESOURCEELEMENTSALESFORCE FIELDOTB MAPPING
CustomerAccount {   
 idAccount.IDYES
 hrefResource LocatorGENERATED
 nameAccount.NameYES
 descriptionAccount.DescriptionYES
 status NO
 accountTypeAccount.TypeYES
 creditLimit NO
 pin NO
 receivableBalance NO
 customerAccountTaxExemption[] NO
 customerAccountRelationship[] NO
 contact[]Account__r.ContactYES
 customer NO
 customerAccountBalance[] NO
 paymentPlan[] NO
 lastModifiedAccount.lastModifiedDateYES
}   
CustomerAccountTaxExemption{  NO
 issuingJurisdiction NO 
 certificateNumber NO 
 reason NO 
 validFor NO 
}   
CustomerAccountRelationship{  NO
 relationshipType NO 
 validFor NO 
 customerAccount[] NO 
}   
Contact{   
 contactTypeAccount__r.Contact.RecordTypeId.DeveloperNameYES
 validFor NO
 contactNameAccount__r.Contact.NameYES
 partyRoleTypeAccount__r.Contact.AccountContactRole.RoleYES
 contactMedium[] YES
 relatedParty NO
}   
CustomerRef{   
 id NO
 href NO 
 name NO 
 description NO 
}  NO 
CustomerAccountBalance{  NO 
 type NO 
 amount NO 
 validFor NO 
 status NO 
}   
PaymentPlan{  NO 
 status NO 
 type NO 
 priority NO 
 amount NO 
 paymentFrequency NO 
 numberOfPayments NO 
 validFor NO 
 paymentMean NO 
}   
ValidFor{  NO 
 startDateTime NO 
 endDateTime NO 
}   
CustomerAccountRef{  NO
 id NO
 href NO
 name NO
 description NO
 status NO
}   
ContactMedium{   
 typeAccount.Contact.[emai,phone,etc.]YES
 validFor NO
 mediumAccount.Contact.[emai,phone,etc.]YES
 preferred NO
}   
Reference{  NO
 id NO
 href NO
 role NO
 name NO
}   
PaymentMeanRef{  NO
 id NO
 href NO
 name NO
}   
Medium {  NO
 city NO
 country NO
 emailAddress NO
 type NO
 number NO
 postcode NO
 stateOrProvince NO
 streetOne NO
 streetTwo NO
}   

 

PUT /customerManagement/customer/{ID}

  • Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)

The PUT operation will only support updating fields (will not support blank fields for example) - similar to PATCH operation


RESOURCEELEMENTSALESFORCE FIELDOTB MAPPING
CustomerAccount {   
 idAccount.IDNO
 hrefResource LocatorGENERATED
 nameAccount.NameYES
 descriptionAccount.DescriptionYES
 status NEW
 accountTypeAccount.TypeYES
 creditLimit NEW
 pin NEW
 receivableBalance NO
 customerAccountTaxExemption[] NO
 customerAccountRelationship[] NO
 contact[]Account__r.ContactYES
 customer NO
 customerAccountBalance[] NO
 paymentPlan[] NO
 lastModifiedAccount.lastModifiedDateYES
}   
CustomerAccountTaxExemption{   
 issuingJurisdiction NO
 certificateNumber NO
 reason NO
 validFor NO
}   
CustomerAccountRelationship{   
 relationshipType NO
 validFor NO
 customerAccount[] NO
}   
Contact{   
 contactTypeAccount__r.Contact.RecordTypeId.DeveloperNameYES
 validFor NO
 contactNameAccount__r.Contact.NameYES
 partyRoleTypeAccount__r.Contact.AccountContactRole.RoleYES
 contactMedium[] YES
 relatedParty NO
}   
CustomerRef{   
 id NO
 href NO
 name NO
 description NO
}   
CustomerAccountBalance{   
 type NO
 amount NO
 validFor NO
 status NO
}   
PaymentPlan{   
 status NO
 type NO
 priority NO
 amount NO
 paymentFrequency NO
 numberOfPayments NO
 validFor NO
 paymentMean NO
}   
ValidFor{   
 startDateTime NO
 endDateTime NO
}   
CustomerAccountRef{   
 id  
 href  
 name  
 description  
 status  
}   
ContactMedium{   
 typeAccount.Contact.[emai,phone,etc.]YES
 validFor NO
 mediumAccount.Contact.[emai,phone,etc.]YES
 preferred NO
}   
Reference{  NO
 id NO 
 href NO 
 role NO 
 name NO 
}   
PaymentMeanRef{   
 id NO
 href NO
 name NO
}   
Medium {   
 city NO
 country NO
 emailAddress NO
 type NO
 number NO
 postcode NO
 stateOrProvince NO
 streetOne NO
 streetTwo NO
}   


PATCH /customerManagement/customerAccount/{ID}

  • Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)

This service is a partial update (similar to the way Salesforce works)

 

RESOURCEELEMENTSALESFORCE FIELDOTB MAPPING
CustomerAccount {   
 idAccount.IDNO
 hrefResource LocatorGENERATED
 nameAccount.NameYES
 descriptionAccount.DescriptionYES
 status NEW
 accountTypeAccount.TypeYES
 creditLimit NEW
 pin NEW
 receivableBalance NO
 customerAccountTaxExemption[] NO
 customerAccountRelationship[] NO
 contact[]Account__r.ContactYES
 customer NO
 customerAccountBalance[] NO
 paymentPlan[] NO
 lastModifiedAccount.lastModifiedDateYES
}   
CustomerAccountTaxExemption{   
 issuingJurisdiction NO
 certificateNumber NO
 reason NO
 validFor NO
}   
CustomerAccountRelationship{   
 relationshipType NO
 validFor NO
 customerAccount[] NO
}   
Contact{   
 contactTypeAccount__r.Contact.RecordTypeId.DeveloperNameYES
 validFor NO
 contactNameAccount__r.Contact.NameYES
 partyRoleTypeAccount__r.Contact.AccountContactRole.RoleYES
 contactMedium[] YES
 relatedParty NO
}   
CustomerRef{   
 id NO
 href NO
 name NO
 description NO
}   
CustomerAccountBalance{   
 type NO
 amount NO
 validFor NO
 status NO
}   
PaymentPlan{   
 status NO
 type NO
 priority NO
 amount NO
 paymentFrequency NO
 numberOfPayments NO
 validFor NO
 paymentMean NO
}   
ValidFor{   
 startDateTime NO
 endDateTime NO
}   
CustomerAccountRef{   
 id  
 href  
 name  
 description  
 status  
}   
ContactMedium{   
 typeAccount.Contact.[emai,phone,etc.]YES
 validFor NO
 mediumAccount.Contact.[emai,phone,etc.]YES
 preferred NO
}   
Reference{  

 NO

 id NO 
 href NO 
 role NO 
 name NO 
}   
PaymentMeanRef{   
 id NO
 href NO
 name NO
}   
Medium {   
 city NO
 country NO
 emailAddress NO
 type NO
 number NO
 postcode NO
 stateOrProvince NO
 streetOne NO
 streetTwo NO
}   


 

POST /customerManagement/customer

 

  • Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)

POST requests are supported to create accounts (This is an atomic creation request - i.e. can only create a single account at a time)

RESOURCEELEMENTSALESFORCE FIELDOTB MAPPING
CustomerAccount {   
 idAccount.IDNO
 hrefResource LocatorGENERATED
 nameAccount.NameYES
 descriptionAccount.DescriptionYES
 status NEW
 accountTypeAccount.TypeYES
 creditLimit NEW
 pin NEW
 receivableBalance NO
 customerAccountTaxExemption[] NO
 customerAccountRelationship[] NO
 contact[]Account__r.ContactYES
 customer NO
 customerAccountBalance[] NO
 paymentPlan[] NO
 lastModifiedAccount.lastModifiedDateYES
}   
CustomerAccountTaxExemption{   
 issuingJurisdiction NO
 certificateNumber NO
 reason NO
 validFor NO
}   
CustomerAccountRelationship{   
 relationshipType NO
 validFor NO
 customerAccount[] NO
}   
Contact{   
 contactTypeAccount__r.Contact.RecordTypeId.DeveloperNameYES
 validFor NO
 contactNameAccount__r.Contact.NameYES
 partyRoleTypeAccount__r.Contact.AccountContactRole.RoleYES
 contactMedium[] YES
 relatedParty NO
}   
CustomerRef{   
 id NO
 href NO
 name NO
 description NO
}   
CustomerAccountBalance{   
 type NO
 amount NO
 validFor NO
 status NO
}   
PaymentPlan{   
 status NO
 type NO
 priority NO
 amount NO
 paymentFrequency NO
 numberOfPayments NO
 validFor NO
 paymentMean NO
}   
ValidFor{   
 startDateTime NO
 endDateTime NO
}   
CustomerAccountRef{   NO
 id NO 
 href NO 
 name NO 
 description NO 
 status NO 
}   
ContactMedium{   
 typeAccount.Contact.[emai,phone,etc.]YES
 validFor NO
 mediumAccount.Contact.[emai,phone,etc.]YES
 preferred NO
}   
Reference{   NO
 id NO 
 href NO 
 role NO 
 name NO 
}   
PaymentMeanRef{   
 id NO
 href NO
 name NO
}   
Medium {   
 city NO
 country NO
 emailAddress NO
 type NO
 number NO
 postcode NO
 stateOrProvince NO
 streetOne NO
 streetTwo NO
}   
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