All REST Endpoints
Access Group Extension Rules
The access extension rules resource is used to view, create, update, and delete access extension rules. Access extension rules are used to extend the access defined for an object in an object sharing rule to a related object.
- Create an access group extension rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules
- Delete an access group extension rule
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}
- Get all access group extension rules
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules
- Get an access group extension rule
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}
- Update an access group extension rule
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}
Access Group Extension Rules/Access Group Extension Rule Details
The access extension rule details resource is used to view, create, update, and delete details of access extension rules. Access extension rule details are used to extend the access defined for an object in an object sharing rule to a related object.
- Create an access group extension rule detail
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}/child/accessGroupExtensionRuleDetails
- Delete an access group extension rule detail
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}/child/accessGroupExtensionRuleDetails/{AccExtRuleDetailId}
- Get all access group extension rule details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}/child/accessGroupExtensionRuleDetails
- Get an access group extension rule detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}/child/accessGroupExtensionRuleDetails/{AccExtRuleDetailId}
- Update an access group extension rule detail
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroupExtensionRules/{AccExtRuleNumber}/child/accessGroupExtensionRuleDetails/{AccExtRuleDetailId}
Access Group Rules
The access group rules resource is used to view, create, update, and delete the access group rules. It allows the admin to provide access to an object's records.
- Check rule publish status
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/action/isRulePublished
- Create an access group rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules
- Delete an access group rule
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}
- Delete and publish a rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/action/deleteAndPublishRule
- Get all access group rules
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules
- Get an access group rule
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}
- Get global publish request status
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/action/getGlobalPublishRequestStatus
- Publish a rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/action/publishRule
- Submit global publish request
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/action/submitGlobalPublishRequest
- Update an access group rule
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}
Access Group Rules/Access Group Rule Candidates
The access group rule candidates resource is used to view, create, update, and delete the access group candidates. It provides access group records associated with a rule.
- Create an access group candidate
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate
- Delete an access group candidate
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate/{RuleCandidateNumber}
- Delete candidate and publish rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate/{RuleCandidateNumber}/action/deleteCandidateAndPublishRule
- Get all access group candidates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate
- Get an access group candidate
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate/{RuleCandidateNumber}
- Update an access group candidate
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCandidate/{RuleCandidateNumber}
Access Group Rules/Access Group Rule Conditions
The access group conditions resource is used to view, create, update, and delete the group rule conditions. These are conditions associated with a rule.
- Create an access group condition
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCondition
- Delete an access group condition
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCondition/{RuleConditionNumber}
- Get all access group conditions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCondition
- Get an access group condition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCondition/{RuleConditionNumber}
- Update an access group condition
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroupRules/{RuleNumber}/child/AccessGroupCondition/{RuleConditionNumber}
Access Groups
The access groups resource is used to view, create, update, and delete access groups. An access group is a group of resources that are granted access to data. They are selected based on a specific membership rule or manually. Data access to specific objects and their records can be defined and implemented using groups.
- Create an access group
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroups
- Delete an access group
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}
- Get all access groups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroups
- Get an access group
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}
- Update an access group
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}
Access Groups/Access Group Members
The access group members resource is used to view, create, and delete members of a group. Group members are resources that are part of the group.
- Create an access group member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}/child/AccessGroupMembers
- Delete an access group member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}/child/AccessGroupMembers/{AccessGroupMembersUniqID}
- Get all access group members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}/child/AccessGroupMembers
- Get an access group member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroups/{AccessGroupNumber}/child/AccessGroupMembers/{AccessGroupMembersUniqID}
Accounts
The accounts resource is used to view, create, update, delete, and assign accounts. An account is an entity with whom you have a selling relationship.
- Assign accounts
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/action/runAssignment
- Create an account
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts
- Delete an account
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}
- Find duplicates
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/action/findDuplicates
- Get all accounts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts
- Get an account
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}
- Get information about financial customers - Internal
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/action/getFinancialCustomerInfo
- Update an account
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}
Accounts/Account Attachments
The account attachments resource is used to view, create, update, and delete attachments of an account. An attachment includes additional information about an account.
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Remove an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Replace an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Upload an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment
Accounts/Account Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Accounts/Account Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Accounts/Account Extension Bases
The account extension bases resource is used to view, create, update, and delete an account extension base. It serves as the base object for all the extension local objects that belong to the same extension type.
- Create an account extension base
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountExtensionBase
- Delete an account extension base
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountExtensionBase/{Id}
- Get all account extension bases
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountExtensionBase
- Get an account extension base
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountExtensionBase/{Id}
- Update an account extension base
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountExtensionBase/{Id}
Accounts/Account Hierarchy
The account hierarchy summaries resource is used to view the account hierarchy information.
- Get all account hierarchy summaries
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountHierarchySummary
- Get an account hierarchy summary
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountHierarchySummary/{PartyId}
Accounts/Account Resources
Account resources is used to view, create, update, and delete the sales team members of an account. The sales team members represent a resource party, and are assigned to a sales account team. A sales account team member has a defined access role for the sales account.
- Create a sales team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SalesTeamMember
- Delete a sales team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get a sales team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get all sales team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SalesTeamMember
- Update a sales team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
Accounts/Account Rollups
The account rollups resource is used to view, create, update, and delete an account rollup.
- Get all account rollups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountRollup
- Get an account rollup
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountRollup/{OrganizationProfileId}
Accounts/Account Team
The account team resource is used to view the team members and territory team members associated with an account.
- Get all account team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountTeam
- Get an account team member - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountTeam/{AccountTeamId}
Accounts/Additional Identifier
The additional identifiers resource is used to view, create, update, and delete an additional identifiers such as driver's license number or passport number.
- Create an additional identifier
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalIdentifier
- Delete an additional identifier
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Get all additional identifiers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalIdentifier
- Get an additional identifier
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Update an additional identifier
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
Accounts/Additional Names
The additional name resource is used to view, create, update, and delete additional names associated with an account. The resource allows you to capture other names associated with an account, such as a maiden name, or a brand name.
- Create an additional name
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalName
- Delete an additional name
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalName/{NameId}
- Get all additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalName
- Get an additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalName/{NameId}
- Update an additional name
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AdditionalName/{NameId}
Accounts/Addresses
The addresses resource is used to view, create, update, and delete addresses of an account. An address contains the detailed location information of an account.
- Create an address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address
- Delete an address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}
- Get all addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address
- Get an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}
- Update an address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}
Accounts/Addresses/Address Locales
The address locales resource is used to view, create, update, and delete the local address. An address locale contains the details about a location or address in the local language.
- Create an address locale
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Delete an address locale
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Get all address locales
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Get an address locale
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Update an address locale
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
Accounts/Addresses/Address Purposes
The address purposes resource is used to view, create, update, and delete the address purpose. The address purpose describes the type of an address, such as a shipping address or a billing address.
- Create an address purpose
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Delete an address purpose
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Get all address purposes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Get an address purpose
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Update an address purpose
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
Accounts/Aux Classifications
The aux classifications resource is used to view, create, update, and delete the auxiliary classifications of the customers associated with the accounts. Auxiliary classification enable you to categorize customers into different groups, such as commercial or private.
- Create a customer classification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/CustomerClassification
- Delete a customer classification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get a customer classification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get all customer classifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/CustomerClassification
- Update a customer classification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
Accounts/Contact Points
The contact point resource is used to view, create, update, and delete contact points for an account. Contact points can be geographical addresses, phone numbers, e-mail IDs, URLs, messenger IDs, and so on.
- Create a contact point
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/ContactPoint
- Delete a contact point
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get a contact point
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get all contact points
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/ContactPoint
- Update a contact point
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/ContactPoint/{ContactPointId}
Accounts/Large Object (LOB) Attributes - D&B Business Report
The Dun & Bradstreet business information report.
- Delete a D&B Business Report
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/enclosure/BusinessReport
- Get a D&B Business Report
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/enclosure/BusinessReport
- Replace a D&B Business Report
- Method: putPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/enclosure/BusinessReport
Accounts/Notes
The notes resource is used to view, create, update, and delete notes associated with an account. A note captures comments, information, or instructions related to an account.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}
Accounts/Notes/Large Object (LOB) Attributes - Note Text
This is the column which will store the actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Accounts/Organization Contacts
The account contacts resource is used to view, create, update, and delete an account contact. It refers to a person who functions as a contact for an account.
- Create an account contact
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountContact
- Delete an account contact
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountContact/{AccountContactId}
- Get all account contacts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountContact
- Get an account contact
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountContact/{AccountContactId}
- Update an account contact
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/AccountContact/{AccountContactId}
Accounts/Primary Addresses
The primary addresses resource is used to view, create, update, and delete the primary addresses of the accounts. A primary address is the default communication address of an account.
- Create a primary address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/PrimaryAddress
- Delete a primary address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get a primary address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get all primary addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/PrimaryAddress
- Update a primary address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
Accounts/Relationships
The relationships resource is used to view, create, and update account relationships. An account relationship is the interconnection between parties, such as between an account and the account's contact person.
- Create a relationship
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Relationship
- Delete a relationship
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get a relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get all relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Relationship
- Update a relationship
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/Relationship/{RelationshipRecId}
Accounts/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/action/processMassAction
Accounts/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/enclosure/ActionIntent
Accounts/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameter definitions resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionURLBinding
- Get an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionURLBinding/{accounts_smartActions_UserActionURLBinding_Id}
Accounts/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionRequestPayload/{accounts_smartActions_UserActionRequestPayload_Id}
Accounts/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view the user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionNavigation
- Get an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/smartActions/{accounts_smartActions_Id}/child/UserActionNavigation/{accounts_smartActions_UserActionNavigation_Id}
Accounts/Source System References
The source system reference resource is used to view, create, update, and delete source systems. A source system is an external system from which you import data.
- Create a source system reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SourceSystemReference
- Delete a source system reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get a source system reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get all source system references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SourceSystemReference
- Update a source system reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/accounts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
Action Bar Configurations
The action bar configuration resource is used to view and update action bar configurations.
- Get a configuration
- Method: getPath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations/{ConfigurationCode}
- Get all configurations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations
- Update a configuration
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations/{ConfigurationCode}
Action Bar Configurations/Large Object (LOB) Attributes - AdditionalContext
- Delete an AdditionalContext
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations/{ConfigurationCode}/enclosure/AdditionalContext
- Get an AdditionalContext
- Method: getPath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations/{ConfigurationCode}/enclosure/AdditionalContext
- Replace an AdditionalContext
- Method: putPath:
/crmRestApi/resources/11.13.18.05/sensingAgentConfigurations/{ConfigurationCode}/enclosure/AdditionalContext
Action Bar Synonyms
The sensing agent synonyms resource lets you view, create, update, and delete a sensing agent synonyms document. It's a document that describes the characteristics of the custom synonym definition.
- Create a synonym
- Method: postPath:
/crmRestApi/resources/11.13.18.05/sensingAgentSynonyms
- Delete a synonym
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/sensingAgentSynonyms/{sensingAgentSynonymsUniqID}
- Get a synonym
- Method: getPath:
/crmRestApi/resources/11.13.18.05/sensingAgentSynonyms/{sensingAgentSynonymsUniqID}
- Get all synonyms
- Method: getPath:
/crmRestApi/resources/11.13.18.05/sensingAgentSynonyms
- Update a synonym
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/sensingAgentSynonyms/{sensingAgentSynonymsUniqID}
Action Events
The action events resource is used to view and create details of the REST APIs called by external applications, if the REST API endpoint matches a certain pre-defined pattern. This is used to determine billing of the digital customer service application and to capture knowledge article usage.
- Create an action event
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionEvents
- Get all action events
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionEvents
- Get an action event
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionEvents/{RequestActionCaptureId}
- Update an action event
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actionEvents/{RequestActionCaptureId}
Action Plans
The action plans resource is used to view, create, update, and delete the details of an action plan created by an agent. An action plan is a series of steps or a sequence of events that may be required to carry out a certain task.
- Add an action to a parent business object
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/addActionToObject
- Adds adhoc actions to action plans
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/addAdhocActiontoActionPlan
- Create an action plan
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans
- Delete an action plan
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}
- Get all action plans
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans
- Get an action plan
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}
- Get attribute mappings for the given action plan or action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/getActionMappings
- Get process access token
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/getProcessAccessToken
- Recreates the underlying business object
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/recreateObjectForActionPlanAction
- Refresh an action plan
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/refreshActionPlan
- Refresh an action plan action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/refreshActionPlanAction
- Refresh an action plan through signals
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/processSignalObject
- Update an action plan
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}
- Update object details
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/action/updateObjectDetailsToPlan
Action Plans/Action Plan Actions
The actions plan actions resource is used to view, create, update, and delete the actions in an action plan. An action is a step or a sequence in an action plan.
- Create an action plan action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction
- Delete an action plan action
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}
- Get all action plan actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction
- Get an action plan action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}
- Update an action plan action
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}
Action Plans/Action Plan Actions/Action Plan Action Relations
The action plan action relations resource is used to view, create, update, and delete the relations between the actions in an action plan. An action relation may define the sequence in which the actions are to be carried out.
- Create an action plan action relation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}/child/actionPlanActionRelation
- Delete an action plan action relation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}/child/actionPlanActionRelation/{RelationId}
- Get all action plan action relations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}/child/actionPlanActionRelation
- Get an action plan action relation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}/child/actionPlanActionRelation/{RelationId}
- Update an action plan action relation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actionplans/{ActionPlanId}/child/actionPlanAction/{ActionPlanActionId}/child/actionPlanActionRelation/{RelationId}
Action Status Conditions
The action status conditions resource is used to view, create, update, and delete an action status condition. It contains the definitions of status conditions for the entity object of an action.
- Create a status condition
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actionstatusconditions
- Delete a status condition
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actionstatusconditions/{StatusConditionId}
- Get a status condition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionstatusconditions/{StatusConditionId}
- Get all status conditions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actionstatusconditions
- Update a status condition
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actionstatusconditions/{StatusConditionId}
Action Templates
The action templates resource is used to view, create, update, and delete the details for the action plan templates in the system. Action plan templates include multiple actions that must be carried out to complete a task.
- Create an action plan template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actiontemplates
- Delete an action plan template
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}
- Get all action plan templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates
- Get an action plan template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}
- Update an action plan template
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}
Action Templates/Template Actions
The template actions resource is used to view, create, update, and delete the associations of actions with action plan templates.
- Create a template action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction
- Delete a template action
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}
- Get a template action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}
- Get all template actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction
- Update a template action
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}
Action Templates/Template Actions/Action Relations
The action relations resource is used to view, create, update, and delete the dependencies of actions on other actions in an action plan template.
- Create an action relation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}/child/actionRelation
- Delete an action relation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}/child/actionRelation/{RelationId}
- Get all action relations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}/child/actionRelation
- Get an action relation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}/child/actionRelation/{RelationId}
- Update an action relation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actiontemplates/{TemplateId}/child/templateAction/{TemplateActionId}/child/actionRelation/{RelationId}
Actions
The actions resource is used to view, create, update, and delete the details of all the actions in an action plan template. An action is a step or a sequence in an action plan template.
- Create an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actions
- Delete an action
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}
- Update an action
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}
Actions/Action Attributes
The action attributes resource is used to view, create, update, and delete the attributes that are set while creating or updating the related object of an action.
- Create an action attribute
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionAttribute
- Delete an action attribute
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionAttribute/{ActionAttributeId}
- Get all action attributes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionAttribute
- Get an action attribute
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionAttribute/{ActionAttributeId}
- Update an action attribute
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionAttribute/{ActionAttributeId}
Actions/Action Conditions
The action conditions resource is used to view, create, update, and delete the definitions of the status mapping conditions for the related object of an action.
- Create an action condition
- Method: postPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionCondition
- Delete an action condition
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionCondition/{ActionConditionId}
- Get all action conditions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionCondition
- Get an action condition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionCondition/{ActionConditionId}
- Update an action condition
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/actions/{ActionNumber}/child/actionCondition/{ActionConditionId}
Activities
The activities resource is used to view, create, update, and delete activity data. Activities keep track of things you plan to do, like a task or an appointment, or things that you have already completed, like logging a customer call.
- Create activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/action/createActivitiesFromTemplate
- Create an activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities
- Create multiple activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/action/createMultipleActivitiesFromTemplate
- Delete an activity
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}
- Get all activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities
- Get an activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}
- Send notifications to resources
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/action/sendNotificationToResources
- Update an activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}
- Update an activity wrap up
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/action/updateActivityWrapup
Activities/Activity Assignees
The activity assignees resource is used to view, create, update, and delete the internal resources assigned to an activity.
- Create an activity assignee
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityAssignee
- Delete an activity assignee
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityAssignee/{ActivityAssigneeUniqID}
- Get all activity assignees
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityAssignee
- Get an activity assignee
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityAssignee/{ActivityAssigneeUniqID}
- Update an activity assignee
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityAssignee/{ActivityAssigneeUniqID}
Activities/Activity Attachments
The activity attachments resource is used to view, create, update, and delete attachments of an activity. An attachment includes additional information about an activity.
- Create an activity attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments
- Delete an activity attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}
- Get all activity attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments
- Get an activity attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}
- Update an activity attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}
Activities/Activity Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Activities/Activity Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Activities/Activity Contacts
The activity contacts resource is used to view, create, update, and delete the contacts associated with an activity.
- Create an activity contact
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityContact
- Delete an activity contact
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityContact/{ActivityContactUniqID}
- Get all activity contacts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityContact
- Get an activity contact
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityContact/{ActivityContactUniqID}
- Update an activity contact
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityContact/{ActivityContactUniqID}
Activities/Activity Objectives
The activity objectives resource is used to view, create, update, and delete the objective of an activity.
- Create an activity objective
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityObjectives
- Delete an activity objective
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityObjectives/{ObjectiveId}
- Get all activity objectives
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityObjectives
- Get an activity objective
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityObjectives/{ObjectiveId}
- Update an activity objective
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/ActivityObjectives/{ObjectiveId}
Activities/Large Object (LOB) Attributes - Description
A text area for capturing information about the activity. The value should be Base64 encoded. You can use any base64 encoder to encode the text to Base64. If you want to provide text instead of base64 code, then you can use the endpoint enclosures endpoint. For example to update the description for activity ID 12345, use the endpoint /crmRestApi/resources/11.13.18.05/activities/12345/enclosure/ActivityDescription.
- Delete a Description
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityDescription
- Get a Description
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityDescription
- Replace a Description
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityDescription
Activities/Large Object (LOB) Attributes - Meeting Minutes
The minutes of meeting of the activity. The value should be Base64 encoded. You can use any base64 encoder to encode the text to Base64. If you want to provide text instead of base64 code, then you can use the endpoint enclosures endpoint. For example to update the meeting minutes for activity ID 12345, use the endpoint /crmRestApi/resources/11.13.18.05/activities/12345/enclosure/ActivityMtgMinutes.
- Delete a Meeting Minutes
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityMtgMinutes
- Get a Meeting Minutes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityMtgMinutes
- Replace a Meeting Minutes
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/ActivityMtgMinutes
Activities/Large Object (LOB) Attributes - WebConferenceDetails
- Delete a WebConferenceDetails
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/WebConferenceDetails
- Get a WebConferenceDetails
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/WebConferenceDetails
- Replace a WebConferenceDetails
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/enclosure/WebConferenceDetails
Activities/Notes
The note resource is used to view, create, update, and delete notes associated with an activity. A note captures comments, information, or instructions related to an activity.
- Create an activity note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note
- Delete an activity note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}
- Get all activity notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note
- Get an activity note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}
- Update an activity note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}
Activities/Notes/Large Object (LOB) Attributes - NoteTxt
- Delete a NoteTxt
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a NoteTxt
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a NoteTxt
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Activities/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}
- Get action evaluation attributes
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions
- Get attributes
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/getAttributesForResource
- Get entities
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/getEntities
- Get object functions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/getObjectFunctions
- Process mass action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/action/processMassAction
Activities/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/enclosure/ActionIntent
Activities/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionURLBinding
- GET an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionURLBinding/{activities_smartActions_UserActionURLBinding_Id}
Activities/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action request payloads - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionRequestPayload
- GET an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionRequestPayload/{activities_smartActions_UserActionRequestPayload_Id}
Activities/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionNavigation
- GET an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activities/{ActivityNumber}/child/smartActions/{activities_smartActions_Id}/child/UserActionNavigation/{activities_smartActions_UserActionNavigation_Id}
Activity Templates
The activity templates resource is used to view, create, update, and delete an activity template. This is used to capture template header and metadata information for activity template records.
- Create an activity template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates
- Delete an activity template
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}
- Get all activity templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates
- Get an activity template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}
- Update an activity template
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}
Activity Templates/Activities
Activity
- Create activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/action/createActivitiesFromTemplate
- Create an activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity
- Create multiple activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/action/createMultipleActivitiesFromTemplate
- Delete an activity
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}
- Get all activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity
- Get an activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}
- Send notifications to resources
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/action/sendNotificationToResources
- Update an activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}
- Update an activity wrap up
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/action/updateActivityWrapup
Activity Templates/Activities/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}
Activity Templates/Activities/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Activity Templates/Activities/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Activity Templates/Activities/Large Object (LOB) Attributes - ActivityDescription
- Delete an ActivityDescription
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityDescription
- Get an ActivityDescription
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityDescription
- Replace an ActivityDescription
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityDescription
Activity Templates/Activities/Large Object (LOB) Attributes - ActivityMtgMinutes
- Delete an ActivityMtgMinutes
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityMtgMinutes
- Get an ActivityMtgMinutes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityMtgMinutes
- Replace an ActivityMtgMinutes
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/ActivityMtgMinutes
Activity Templates/Activities/Large Object (LOB) Attributes - WebConferenceDetails
- Delete a WebConferenceDetails
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/WebConferenceDetails
- Get a WebConferenceDetails
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/WebConferenceDetails
- Replace a WebConferenceDetails
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/enclosure/WebConferenceDetails
Activity Templates/Activities/Smart Actions
This VO stores the endpoint and security details for every user action.
- Create an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions
- Delete an action
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/action/processMassAction
- Update an action
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}
Activity Templates/Activities/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/enclosure/ActionIntent
Activity Templates/Activities/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Create an action request payload definition
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionRequestPayload
- Delete an action request payload definition
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionRequestPayload/{activityTemplates_Activity_smartActions_UserActionRequestPayload_Id}
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionRequestPayload/{activityTemplates_Activity_smartActions_UserActionRequestPayload_Id}
- Update an action request payload definition
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionRequestPayload/{activityTemplates_Activity_smartActions_UserActionRequestPayload_Id}
Activity Templates/Activities/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Create an action navigation definition
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionNavigation
- Create an action REST path parameter
- Method: postPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionURLBinding
- Delete an action navigation definition
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionNavigation/{activityTemplates_Activity_smartActions_UserActionNavigation_Id}
- Delete an action path parameter
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionURLBinding/{activityTemplates_Activity_smartActions_UserActionURLBinding_Id}
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionNavigation/{activityTemplates_Activity_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionURLBinding/{activityTemplates_Activity_smartActions_UserActionURLBinding_Id}
- Update an action navigation definition
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionNavigation/{activityTemplates_Activity_smartActions_UserActionNavigation_Id}
- Update an action path parameter
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/activityTemplates/{TemplateId}/child/Activity/{ActivityId}/child/smartActions/{activityTemplates_Activity_smartActions_Id}/child/UserActionURLBinding/{activityTemplates_Activity_smartActions_UserActionURLBinding_Id}
Address Style Formats
The address style formats resource is used to view the different styles in which an address can be formatted. There are multiple address formats such as general address, rural address, military address, and so on.
All responses for the address style formats resource will include a response header Cache-Control. The Cache-Control header indicates the amount of time for which the results are cached in the browser. For example, Cache-Control: "private, max-age=3600" indicates that the response is cached in the browser for 1 hour (3600 seconds).
- Get all address style formats
- Method: getPath:
/crmRestApi/resources/11.13.18.05/addressStyleFormats
- Get an address style format
- Method: getPath:
/crmRestApi/resources/11.13.18.05/addressStyleFormats/{CountryCode}
Address Style Formats/Address Style Format Layouts
The address style format layouts resource is used to view the layout of an address format. The address format layout is determined using the components in the address and their position in the layout.
- Get all address format layouts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/addressStyleFormats/{CountryCode}/child/AddressStyleFormatLayout
- Get an address format layout
- Method: getPath:
/crmRestApi/resources/11.13.18.05/addressStyleFormats/{CountryCode}/child/AddressStyleFormatLayout/{AddressStyleFormatLayoutUniqID}
Application Usage Insights
The Application Usage Insights resource is used to view historical data related to User Adoption.
- Get interactions count for a parent object
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions
- Get interactions cumulative count for a parent object
- Method: getPath:
/interactionscumulativegrowth
- Get login count
- Method: getPath:
/userloginmetrics
- Get object count
- Method: getPath:
/cumulativegrowth
- Get object create count
- Method: getPath:
/objectgrowthv2
- Get summaries of metrics
- Method: getPath:
/quickfacts
- Get summaries of metrics
- Method: getPath:
/quickfactsCustomObject
- Get the 7-day and 30-day Simple Moving Average for click count
- Method: getPath:
/appInsightsClicksSma
- Get the 7-day and 30-day Simple Moving Average for login count
- Method: getPath:
/appInsightsLoginSma
- Get the 7-day and 30-day Simple Moving Average for object create count
- Method: getPath:
/appInsightsObjectSma
- Get the 7-day and 30-day Simple Moving Average for user session duration
- Method: getPath:
/appInsightsSessionSma
- Get the click count
- Method: getPath:
/activity
- Get the configured list of custom objects
- Method: getPath:
/customobjects
- Get the configured list of custom objects
- Method: getPath:
/interactionObjectNames
- Get the session duration
- Method: getPath:
/usersessionmetrics
- Get the top flows by click count
- Method: getPath:
/popflows
- Get the top flows by duration
- Method: getPath:
/timespent
- Saves the list of custom objects
- Method: putPath:
/customobjects/operations/bulkset
Assets
The assets resource is used to view, create, update, and delete assets. An asset is a product or service owned by an account, contact, or household. An asset can be tangible, such as computers, computer parts, and so on, or intangible, such as licenses, software, and so on.
- Create an asset
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets
- Delete an asset
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}
- Get all assets
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets
- Get an asset
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}
- Update an asset
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}
Assets/Asset Activities
The asset activities resource is used to view the activities of the asset. This is used to capture task and appointment information.
- Create activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/action/createActivitiesFromTemplate
- Create multiple activities from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/action/createMultipleActivitiesFromTemplate
- Get all activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities
- Get an activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}
- Send notifications to resources
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/action/sendNotificationToResources
- Update an activity wrap up
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/action/updateActivityWrapup
Assets/Asset Activities/Large Object (LOB) Attributes - ActivityDescription
- Delete an ActivityDescription
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityDescription
- Get an ActivityDescription
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityDescription
- Replace an ActivityDescription
- Method: putPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityDescription
Assets/Asset Activities/Large Object (LOB) Attributes - ActivityMtgMinutes
- Delete an ActivityMtgMinutes
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityMtgMinutes
- Get an ActivityMtgMinutes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityMtgMinutes
- Replace an ActivityMtgMinutes
- Method: putPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/ActivityMtgMinutes
Assets/Asset Activities/Large Object (LOB) Attributes - WebConferenceDetails
- Delete a WebConferenceDetails
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/WebConferenceDetails
- Get a WebConferenceDetails
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/WebConferenceDetails
- Replace a WebConferenceDetails
- Method: putPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetActivities/{ActivityId}/enclosure/WebConferenceDetails
Assets/Asset Contacts
The asset contacts resource is used to view, create, update, and delete the contacts associated with an asset.
- Create an asset contact
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetContacts
- Delete an asset contact
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetContacts/{AssetContactId}
- Get all asset contacts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetContacts
- Get an asset contact
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetContacts/{AssetContactId}
- Update an asset contact
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetContacts/{AssetContactId}
Assets/Asset Leads
The asset leads resource is used to view an asset lead. A lead is a transaction record created when a party has expressed an interest in a product or service. It represents a selling opportunity.
- Accept lead
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/acceptLead
- Assign leads
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/runAssignment
- Convert a lead to an opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/convertLeadToOpty
- Get a sales lead
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/{assetLeadsUniqID}
- Get all sales leads
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads
- Rank leads
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/rankLead
- Reject leads
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/rejectLead
- Score leads
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetLeads/action/scoreLead
Assets/Asset Opportunities
The asset opportunities resource is used to view the opportunities of an asset. An opportunity is used by a sales organization to track information about a potential sale such as the sales account, key contacts, product interests, and potential revenues.
- Assign matched opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetOpportunities/action/assignOpportunity
- Copy matched opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetOpportunities/action/copyOpportunity
- Create quote in Oracle CPQ Cloud
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetOpportunities/action/createQuote
- Get all opportunities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetOpportunities
- Get an opportunity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetOpportunities/{OptyId}
Assets/Asset Resources
Asset resources is used to view, create, update, and delete the team members associated with an asset.
- Create an asset resource
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetResources
- Delete an asset resource
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetResources/{AssetResourceId}
- Get all asset resources
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetResources
- Get an asset resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetResources/{AssetResourceId}
- Update an asset resource
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetResources/{AssetResourceId}
Assets/Asset Service Requests
The asset service requests resource is used to view the service requests related to an asset. These are header level information about a request from a customer for service from the time the customer makes the request until the request is resolved. For example, if a customer has an issue with their laptop battery draining too fast, the details of the customer and the issue they are facing is stored in the service request header.
- Copy service request attachments
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/action/copySRAttachments
- Copy service request attachments to messages
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/action/copyAttachmentsToMessage
- Get a service request
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/{SrId}
- Get all service requests
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests
- Get service request milestone diagnostic
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/{SrId}/action/processSrMilestones
- Refresh service request milestone
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/{SrId}/action/getSrMilestoneDiagnostics
- Send an email to SR message recipients
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/assetServiceRequests/{SrId}/action/sendEmailForSrMessage
Assets/Attachments
The attachments resource is used to view, create, update, and delete attachments of an asset. An attachment includes additional information about an asset.
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}
- Upload an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments
Assets/Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
Assets/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/attachments/{attachmentsUniqID}/enclosure/FileWebImage
Assets/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/action/processMassAction
Assets/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/enclosure/ActionIntent
Assets/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionURLBinding
- GET an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionURLBinding/{assets_smartActions_UserActionURLBinding_Id}
Assets/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action request payloads - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionRequestPayload
- GET an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionRequestPayload/{assets_smartActions_UserActionRequestPayload_Id}
Assets/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- GET all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionNavigation
- GET an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assets/{AssetId}/child/smartActions/{assets_smartActions_Id}/child/UserActionNavigation/{assets_smartActions_UserActionNavigation_Id}
Attribute Predictions
The attribute predictions resource is used to view, create, update, and delete an attribute prediction.
- Create an attribute prediction
- Method: postPath:
/crmRestApi/resources/11.13.18.05/attributePredictions
- Delete an attribute prediction
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/attributePredictions/{AttrPredictionId}
- Get all attribute predictions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/attributePredictions
- Get an attribute prediction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/attributePredictions/{AttrPredictionId}
- Update an attribute prediction
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/attributePredictions/{AttrPredictionId}
Billing Adjustments
The billing adjustment resource is used to view, create, update, and delete a billing adjustment.
- Create a billing adjustment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments
- Delete a billing adjustment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}
- Get a billing adjustment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}
- Get all billing adjustments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments
- Update a billing adjustment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}
Billing Adjustments/Billing Adjustment Events
The billing adjustment event resource is used to view, create, update, and delete a billing adjustment events.
- Create a billing adjustment event
- Method: postPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}/child/billingAdjustmentEvents
- Delete a billing adjustment event
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}/child/billingAdjustmentEvents/{BillAdjustmentRequestEventsNumber}
- Get a billing adjustment event
- Method: getPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}/child/billingAdjustmentEvents/{BillAdjustmentRequestEventsNumber}
- Get all billing adjustment events
- Method: getPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}/child/billingAdjustmentEvents
- Update a billing adjustment event
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/billingAdjustments/{BillAdjustmentRequestsNumber}/child/billingAdjustmentEvents/{BillAdjustmentRequestEventsNumber}
Budgets
The MDF budget resource is used to view, create, and update MDF budgets. A MDF budget contains details pertaining to monetary incentives for partners to execute marketing activities.
- Create a MDF budget
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets
- Delete a MDF budget
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}
- Get a MDF budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}
- Get all MDF budgets
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets
- Update a MDF budget
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}
Budgets/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}
Budgets/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Budgets/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Budgets/Budget Countries
The budget countries resource is used to view, create, and update the list of partner countries to which budget can be allocated to.
- Create a MDF budget country
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetCountries
- Delete a MDF budget country
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetCountries/{BudgetCountryId}
- Get a MDF budget country
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetCountries/{BudgetCountryId}
- Get all MDF budget countries
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetCountries
- Update a MDF budget country
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetCountries/{BudgetCountryId}
Budgets/Claims
The claim resource is used to view, create, and update a claim. A claim is a request for reimbursement of marketing expenses submitted by a partner.
- Create a MDF claims against the budget
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Claim
- Delete a MDF claim associated to the budget
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Claim/{ClaimCode}
- Get a MDF claim associated to the budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Claim/{ClaimCode}
- Get all MDF claims associated to the budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Claim
- Update a MDF claim associated to the budget
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/Claim/{ClaimCode}
Budgets/Fund Requests
The fund request resource is used view, create, and update fund requests. A fund request is a request for a portion of the budget to be allocated towards execution of certain marketing activities.
- Create a MDF request for the budget
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/FundRequest
- Delete a MDF request associated to the budget
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/FundRequest/{FundRequestCode}
- Get a MDF request associated to the budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/FundRequest/{FundRequestCode}
- Get all MDF requests associated to the budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/FundRequest
- Update a MDF request associated to the budget
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/FundRequest/{FundRequestCode}
Budgets/MDF Budget Teams
The MDF budget team resource is used to view, create, and update MDF budget team members. A budget team member is a resource who is assigned to the MDF budget team and who has the appropriate visibility and access to the MDF budget record.
- Create a MDF budget team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetTeam
- Delete a MDF budget team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetTeam/{BudgetTeamId}
- Get a MDF budget team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetTeam/{BudgetTeamId}
- Get all MDF budget team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetTeam
- Update a MDF budget team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetTeam/{BudgetTeamId}
Budgets/Notes
The note resource is used to capture comments, information, or instructions for an MDF budget.
- Create a MDF budget note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote
- Delete a MDF budget note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}
- Get a MDF budget note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}
- Get all notes for an MDF budget
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote
- Update a MDF budget note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}
Budgets/Notes/Large Object (LOB) Attributes - Note Text
The actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/BudgetNote/{NoteId}/enclosure/NoteTxt
Budgets/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/action/processMassAction
Budgets/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/enclosure/ActionIntent
Budgets/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionRequestPayload/{mdfBudgets_smartActions_UserActionRequestPayload_Id}
Budgets/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionNavigation/{mdfBudgets_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfBudgets/{BudgetCode}/child/smartActions/{mdfBudgets_smartActions_Id}/child/UserActionURLBinding/{mdfBudgets_smartActions_UserActionURLBinding_Id}
Business Plans
The business plans resource is used to view, create, update, and delete business plans. A business plan represents a mutual commitment between two or more parties to work together in order to achieve common goals.
- Create a business plan
- Method: postPath:
/crmRestApi/resources/11.13.18.05/businessPlans
- Delete a business plan
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}
- Get a business plan
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}
- Get all business plans
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans
- Update a business plan
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}
Business Plans/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}
Business Plans/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}/enclosure/FileContents
Business Plans/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanAttachments/{businessPlans_BusinessPlanAttachments_Id}/enclosure/FileWebImage
Business Plans/Business Plan Resources
Business plan resources is used to view, create, update, and delete the team members associated with a business plan.
- Create a business plan resource
- Method: postPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanResource
- Delete a business plan resource
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanResource/{BusinessPlanResourceId}
- Get a business plan resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanResource/{BusinessPlanResourceId}
- Get all business plan resources
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanResource
- Update a business plan resource
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/BusinessPlanResource/{BusinessPlanResourceId}
Business Plans/Notes
The notes resource is used to view, create, update, and delete notes associated with a business plan. A note captures comments, information, or instructions related to an business plan.
- Create a business plan note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note
- Delete a business plan note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}
- Get a business plan note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}
- Get all business plan notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note
- Update a business plan note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}
Business Plans/Notes/Large Object (LOB) Attributes - Note Text
The actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Note/{NoteId}/enclosure/NoteTxt
Business Plans/SWOTs
The SWOTs resource is used to view, create, update, and delete a business plan's strengths, weaknesses, opportunities, and threats.
- Create a business plan SWOT
- Method: postPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Swot
- Delete a business plan SWOT
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Swot/{SWOTId}
- Get a business plan SWOT
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Swot/{SWOTId}
- Get all business plan SWOTs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Swot
- Update a business plan SWOT
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Swot/{SWOTId}
Calculation Simulations
The calculation simulations resource is used to view, create, update, and delete all the related entities that perform a calculation simulation. The calculation simulation process begins when the simulation is created or updated with the Processing Status attribute set as "ORA_CN_READY".
- Create a calculation simulation
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations
- Delete a calculation simulation
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}
- Get a calculation simulation
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}
- Get all calculation simulations
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations
- Update a calculation simulation
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}
Calculation Simulations/Simulation Earnings
The simulation earnings resource is used to view all the earnings in a calculation simulation.
- Get a simulation earning
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Earnings/{EarningId}
- Get all simulation earnings
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Earnings
Calculation Simulations/Simulation Meause Results
The simulation measure results resource is used to view measure results of a calculation simulation.
- Get a simulation measure result
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/MeasureResults/{MeasureResultId}
- Get all simulation measure results
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/MeasureResults
Calculation Simulations/Simulation Transactions
The simulation transactions resource is used to view, create, update, and delete transactions associated with a calculation simulation.
- Create a simulation transaction
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions
- Delete a simulation transaction
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}
- Get a simulation transaction
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}
- Get all simulation transactions
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions
- Update a simulation transaction
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}
Calculation Simulations/Simulation Transactions/Simulation Credits
The simulation credits resource to is used to view, create, update, and delete credits of a calculation simulation.
- Create a simulation credit
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/Credits
- Delete a simulation credit
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/Credits/{CreditId}
- Get a simulation credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/Credits/{CreditId}
- Get all simulation credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/Credits
- Update a simulation credit
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/Credits/{CreditId}
Calculation Simulations/Simulation Transactions/Simulation Transaction Descriptive Flex Fields
The simulation transaction descriptive flex fields resource is used to view and create additional attributes of the transaction that are used during the simulation.
- Create a simulation transaction descriptive flex field
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/SimulationTransactionDFF
- Get a simulation transaction descriptive flex field
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/SimulationTransactionDFF/{SimulationTransactionDFFUniqID}
- Get all simulation transaction descriptive flex fields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCalculationSimulations/{SimulationId}/child/Transactions/{TransactionId}/child/SimulationTransactionDFF
Campaign Members
Intended for Eloqua use ONLY. A campaign member describes the relationship between an individual Lead or Contact and a specific Campaign. It tracks the changes in this relationship over time, and it's used for building marketing reports and dashboards. The resource isn't supported for non-Eloqua users.
- Create a campaign member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaignMembers
- Delete a campaign member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaignMembers/{campaignMembersUniqID}
- Get a campaign member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaignMembers/{campaignMembersUniqID}
- Get all campaign members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaignMembers
- Update a campaign member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaignMembers/{campaignMembersUniqID}
Campaigns
The campaigns resource is used to view, create, update, and delete campaigns. A campaign is an effort reach out to contacts and leads to convert them to a customer.
- Create a campaign
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns
- Delete a campaign
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}
- Get a campaign
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}
- Get all campaigns
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns
- Update a campaign
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}
Campaigns/Campaign Account Attribution Criteria
The campaign account attribution criteria resource is used to view, create, update, and delete the campaign accounts attribution criteria associated with a sales target campaign.
- Create a campaign account attribution criterion
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria
- Delete a campaign account attribution criterion
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}
- Get a campaign account attribution criterion
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}
- Get all campaign account attribution criteria
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria
- Update a campaign account attribution criterion
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}
Campaigns/Campaign Account Attribution Criteria/Large Object (LOB) Attributes - CriteriaExpression
- Delete a CriteriaExpression
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}/enclosure/CriteriaExpression
- Get a CriteriaExpression
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}/enclosure/CriteriaExpression
- Replace a CriteriaExpression
- Method: putPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccountAttributionCriteria/{CampaignAccountAttrCriteriaId}/enclosure/CriteriaExpression
Campaigns/Campaign Accounts
The campaign accounts resource is used to view, create, update, and delete the accounts associated with a sales target campaign.
- Create a campaign account
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccounts
- Delete a campaign account
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccounts/{CampaignAccountsUniqID}
- Get a campaign account
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccounts/{CampaignAccountsUniqID}
- Get all campaign accounts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccounts
- Update a campaign account
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignAccounts/{CampaignAccountsUniqID}
Campaigns/Campaign Members
The campaign members resource is used to view the members associated with a sales campaign.
- Get a campaign member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/MktCampaignMembers/{MktCampaignMembersUniqID}
- Get all campaign members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/MktCampaignMembers
Campaigns/Campaign Products
The campaign products resource is used to view, create, update, and delete the products or product groups associated with a sales target campaign.
- Create a campaign product
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignProducts
- Delete a campaign product
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignProducts/{CampaignProductId}
- Get a campaign product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignProducts/{CampaignProductId}
- Get all campaign products
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignProducts
- Update a campaign product
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignProducts/{CampaignProductId}
Campaigns/Campaign Rollups
The campaign rollup resource is used to view a campaign rollup.
- Get a campaign rollup
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignRollup/{CampaignId}
- Get all campaign rollups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignRollup
Campaigns/Campaign Teams
The campaign teams resource is used to view, create, update, and delete the resources associated with a sales target campaign.
- Create a campaign resource
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignTeam
- Delete a campaign resource
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignTeam/{CampaignTeamId}
- Get a campaign resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignTeam/{CampaignTeamId}
- Get all campaign resources
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignTeam
- Update a campaign resource
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/CampaignTeam/{CampaignTeamId}
Campaigns/Sales Contents
The sales contents resource is used to view, create, update, and delete the sales content associated with a sales target campaign.
- Create a campaign sales content
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents
- Delete a campaign sales content
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/{SalesContentId}
- Delete content
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/action/deleteContentAssociation
- Get a campaign sales content
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/{SalesContentId}
- Get all campaign sales contents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents
- Mark content for deletion
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/action/markContentAssociationForDeletion
- Rename content
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/action/renameContent
- Update a campaign sales content
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/SalesContents/{SalesContentId}
Campaigns/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/action/processMassAction
Campaigns/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/enclosure/ActionIntent
Campaigns/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameter definitions resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionURLBinding
- Get an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionURLBinding/{campaigns_smartActions_UserActionURLBinding_Id}
Campaigns/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionRequestPayload/{campaigns_smartActions_UserActionRequestPayload_Id}
Campaigns/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view the user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionNavigation
- Get an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/campaigns/{CampaignNumber}/child/smartActions/{campaigns_smartActions_Id}/child/UserActionNavigation/{campaigns_smartActions_UserActionNavigation_Id}
Cases
The cases resource is used to view, create, update, and delete the details and related information of a case across it's life cycle.
- Assign case to a queue
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/action/assignQueue
- Copy attachments to a case
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/action/copyCaseAttachments
- Create a case
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases
- Delete a case
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}
- Get a case
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}
- Get all cases
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases
- Update a case
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}
Cases/Attachments
The attachments resource is used to view, create, update, and delete an attachment.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}
Cases/Attachments/Attachment Previews
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
Cases/Attachments/Large Object (LOB) Attributes - Content
The content of the message that is not an attachment.
- Delete a Content
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a Content
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a Content
- Method: putPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Cases/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Cases/Case Contacts
The case contacts resource is used to view, create, update, and delete many-to-many relationships between cases and associated contacts.
- Create a case contact
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseContacts
- Delete a case contact
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseContacts/{CaseContactId}
- Get a case contact
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseContacts/{CaseContactId}
- Get all case contacts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseContacts
- Update a case contact
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseContacts/{CaseContactId}
Cases/Case Households
The case households resource is used to view, create, update, and delete many-to-many relationships between cases and associated households.
- Create a case household
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseHouseholds
- Delete a case household
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseHouseholds/{CaseHouseholdId}
- Get a case household
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseHouseholds/{CaseHouseholdId}
- Get all case households
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseHouseholds
- Update a case household
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseHouseholds/{CaseHouseholdId}
Cases/Case Messages
The case messages resource is used to view, create, update, and delete information about every communication update associated with the case.
- Create a case message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages
- Delete a case message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}
- Get a case message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}
- Get all case messages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages
- Update a case message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}
Cases/Case Messages/Attachments
The attachments resource is used to view, create, update, and delete an attachment.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}
Cases/Case Messages/Attachments/Attachment Previews
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID2}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
Cases/Case Messages/Attachments/Large Object (LOB) Attributes - Content
The content of the message that is not an attachment.
- Delete a Content
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a Content
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a Content
- Method: putPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Cases/Case Messages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Cases/Case Messages/Large Object (LOB) Attributes - Content
The content of the message that is not an attachment.
- Delete a Content
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/enclosure/Content
- Get a Content
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/enclosure/Content
- Replace a Content
- Method: putPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseMessages/{MessageId}/enclosure/Content
Cases/Case Opportunities
The opportunities resources indicates the one-to-many relationships between the case and associated opportunities.
- Create an opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseOpportunities
- Delete an opportunity
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseOpportunities/{CaseOpportunityId}
- Get all opportunities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseOpportunities
- Get an opportunity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseOpportunities/{CaseOpportunityId}
- Update an opportunity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseOpportunities/{CaseOpportunityId}
Cases/Case Resources
Case resources is used to view, create, update, and delete many-to-many relationships between cases and associated resources.
- Create a case resource
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseResources
- Delete a case resource
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseResources/{CaseResourceId}
- Get a case resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseResources/{CaseResourceId}
- Get all case resources
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseResources
- Update a case resource
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/caseResources/{CaseResourceId}
Cases/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/action/processMassAction
Cases/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/enclosure/ActionIntent
Cases/Smart Actions/Path Parameter Definitions
The path parameters definitions resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionURLBinding
- Get an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionURLBinding/{cases_smartActions_UserActionURLBinding_Id}
Cases/Smart Actions/Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action request payloads - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionRequestPayload/{cases_smartActions_UserActionRequestPayload_Id}
Cases/Smart Actions/User Interface Definitions
The user interface definitions resource is used to view user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionNavigation
- Get an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/cases/{CaseNumber}/child/smartActions/{cases_smartActions_Id}/child/UserActionNavigation/{cases_smartActions_UserActionNavigation_Id}
Catalog Product Groups
The product groups resource is used to view the list of product groups associated to a specific usage code or mode. It has the option to filter records based on territory.
- Create a product group - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups
- Delete a product group - Not Supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}
- Get a catalog product group
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}
- Get all product groups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups
- Update a product group - Not Supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}
Catalog Product Groups/Attachments
The attachments resource is used to view the attachments of a product group. An attachment includes additional information about the product group.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}
Catalog Product Groups/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Catalog Product Groups/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Catalog Product Groups/Translations
The product group resource is used to view the language code, the translated product group name and description, and the product group ID.
- Create a product group translation - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/ProductGroupTranslation
- Delete a product group translation - Not Supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/ProductGroupTranslation/{ProductGroupTranslationUniqID}
- Get a product group translation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/ProductGroupTranslation/{ProductGroupTranslationUniqID}
- Get all product group translations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/ProductGroupTranslation
- Update a product group translation - Not Supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductGroups/{ProductGroupDenormId}/child/ProductGroupTranslation/{ProductGroupTranslationUniqID}
Catalog Products Items
The product items resource is used to view the list of product items associated to a specific usage code or mode. It has the option to filter records based on territory.
- Create a product item - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems
- Delete a product item - Not Supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}
- Get a product item
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}
- Get all products
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems
- Update a product item - Not Supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}
Catalog Products Items/Attachments
The attachments resource is used to view the attachments of a product item. An attachment includes additional information about the product item.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}
Catalog Products Items/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Catalog Products Items/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Catalog Products Items/Item Translation
The product item resource is used to view the language code, the translated product group name and description, and the product group ID.
- Create an item translation - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/ItemTranslation
- Delete an item translation - Not Supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/ItemTranslation/{ItemTranslationUniqID}
- Get all item translations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/ItemTranslation
- Get an item translation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/ItemTranslation/{ItemTranslationUniqID}
- Update an item translation - Not Supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/catalogProductItems/{catalogProductItemsUniqID}/child/ItemTranslation/{ItemTranslationUniqID}
Categories
The categories resource is used to view, create, update, and delete service object categories. Categories enables grouping service objects to enable easy identification and downstream reporting. For example, service requests can be categorized based on the type of service requested, such as the need for general information or help with installation, or the area in which support is required, such as billing or order tracking. Similarly, knowledge articles can be categorized based on the article's subject area, such as installation or order status.
- Create a category
- Method: postPath:
/crmRestApi/resources/11.13.18.05/categories
- Delete a category
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/categories/{CategoryId}
- Get a category
- Method: getPath:
/crmRestApi/resources/11.13.18.05/categories/{CategoryId}
- Get all categories
- Method: getPath:
/crmRestApi/resources/11.13.18.05/categories
- Update a category
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/categories/{CategoryId}
Channels
The channels resource is used to view, create, update, and delete the forms of communication by which you listen and respond to your customers. Channels refer to all the available sources of social messaging, incoming service requests and outgoing responses, that are monitored and processed. Some examples of channels are email, phone, twitter, and Facebook.
- Create a channel
- Method: postPath:
/crmRestApi/resources/11.13.18.05/channels
- Delete a channel
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}
- Get a channel
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}
- Get all channels
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels
- Update a channel
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}
Channels/Channel Resources
The channel resources is used to view, create, update, and delete the list of employees or partners, such as service representatives or service managers, who are associated with a service channel. If a resource is associated with a channel, then they can communicate with the customer using that channel.
- Create a channel resource member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/resourceMembers
- Delete a channel resource member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/resourceMembers/{ChannelResourceId}
- Get a channel resource member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/resourceMembers/{ChannelResourceId}
- Get all channel resource members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/resourceMembers
- Update a channel resource member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/resourceMembers/{ChannelResourceId}
Channels/Sender Identification Priorities
The sender identification priorities resource is used to view, create, update, and delete identification priorities for channels.The sender identification priority is used to resolve a conflict if multiple party identifiers are found for a sender of a message.
- Create a sender priority sequence
- Method: postPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/senderIdentificationPriorities
- Delete a sender priority sequence
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/senderIdentificationPriorities/{PrioritySequenceId}
- Get all the sender priority sequences
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/senderIdentificationPriorities
- Get details of a sender priority sequence
- Method: getPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/senderIdentificationPriorities/{PrioritySequenceId}
- Update a sender priority sequence
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/channels/{ChannelId}/child/senderIdentificationPriorities/{PrioritySequenceId}
Chat Authentications
The chat authentications resource is used to authenticate the end user of a Chat Service.
- Create a chat authentication
- Method: postPath:
/crmRestApi/resources/11.13.18.05/chatAuthenticate
- Get a chat authentication - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatAuthenticate/{authUserName}
- Get all chat authentications - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatAuthenticate
Chat Conversations
The chat conversations resource is used to view messaging conversations between end-users and service specialists.
- Get a chat conversation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatConversations/{MessageId}
- Get all chat conversations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatConversations
Chat Conversations/Large Object (LOB) Attributes - MessageContent
- Delete a MessageContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/chatConversations/{MessageId}/enclosure/MessageContent
- Get a MessageContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatConversations/{MessageId}/enclosure/MessageContent
- Replace a MessageContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/chatConversations/{MessageId}/enclosure/MessageContent
Chat Details
The chat details resource is used to view and update the attachments associated to a chat.
- Get all chat details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats
- Get all chat details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats
- Get chat details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}
- Get chat details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}
- Update a chat detail
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}
- Update a chat detail
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}
Chat Details/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}
Chat Details/Attachments/Attached Documents Descriptive Flexfield
The operations from the Chat Details/Attachments/Attached Documents Descriptive Flexfield category.
- Create
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Create
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get all
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get all
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Update
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Update
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
Chat Details/Attachments/Attachment Previews
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
Chat Details/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Chat Details/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcChats/{OsvcChatId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcConsumerChats/{EndUserSessionId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Chat Interactions
The chat interactions resource is used to view the list of end user's interactions of type chat. The resource can be accessed by the DCS authenticated users assigned to the ORA_SVC_CUSTOMER_SELF_SERVICE_USER_ABSTRACT role.
- Create a chat interaction - Not supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/chatInteractions
- Delete a chat interaction - Not supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}
- Get a chat interaction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}
- Get all chat interactions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatInteractions
- Update a chat interaction - Not supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}
Chat Interactions/Transcripts
The transcripts resource is used to get the list of chat transcript messages for a chat interaction. The resource can be accessed by DCS authenticated users assigned to the ORA_SVC_CUSTOMER_SELF_SERVICE_USER_ABSTRACT role.
The transcript can be accessed only by the DCS user that participated in the chat or by the manager of the DCS user who participated in the chat.
- Create a transcript - Not supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}/child/transcript
- Delete a transcript - Not supported
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}/child/transcript/{transcriptUniqID}
- Get a transcript - Not supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}/child/transcript/{transcriptUniqID}
- Get all transcripts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}/child/transcript
- Update a transcript - Not supported
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/chatInteractions/{InteractionId}/child/transcript/{transcriptUniqID}
Chat Transcripts
The chat transcripts resource is used to view transcripts of chat interactions that agents have had with customer contacts.
- Delete a chat transcript
- Method: postPath:
/crmRestApi/resources/11.13.18.05/chatTranscript/action/deleteChatTranscript
- Get a chat transcript
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatTranscript/{chatTranscriptUniqID}
- Get all chat transcripts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatTranscript
Chat Transcripts/Large Object (LOB) Attributes - MessageContent
- Delete a MessageContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/chatTranscript/{chatTranscriptUniqID}/enclosure/MessageContent
- Get a MessageContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/chatTranscript/{chatTranscriptUniqID}/enclosure/MessageContent
- Replace a MessageContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/chatTranscript/{chatTranscriptUniqID}/enclosure/MessageContent
Claims
The claims resource is used to view, create, update, and delete requests for reimbursement of marketing expenses submitted by a partner.
- Create an MDF claim
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims
- Delete an MDF claim
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}
- Get all MDF claims
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims
- Get an MDF claim
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}
- Update an MDF claim
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}
Claims/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}
Claims/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Claims/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Claims/Claim Approval Histories
The claim approval history lets you access a comprehensive record of approval-related information associated with the claim, encompassing the names of approvers, action dates, and the specific actions taken.
- Get a claim approval history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimApprovalHistory/{VersionKey}
- Get all claim approval history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimApprovalHistory
Claims/Claim Settlements
The claim settlements resource is used to view, create, update, and delete the payments made to partners as reimbursement for the marketing expenses incurred by that partner.
- Create a claim settlement
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimSettlements
- Delete a claim settlement
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimSettlements/{ClaimSettlementCode}
- Get a claim settlement
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimSettlements/{ClaimSettlementCode}
- Get all claim settlements
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimSettlements
- Update a claim settlement
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimSettlements/{ClaimSettlementCode}
Claims/Claim Team Members
The claim team members resource is used to view, create, update, and delete a claim team member. A claim team member is a resource who is assigned to the MDF claim team, and who has the appropriate visibility and access to the MDF Claim record.
- Create a claim team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimResource
- Delete a claim team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimResource/{ClaimResourceId}
- Get a claim team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimResource/{ClaimResourceId}
- Get all claim team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimResource
- Update a claim team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/ClaimResource/{ClaimResourceId}
Claims/Notes
The notes resource is used to view, create, update, and delete notes associated with a claim. A note captures comments, information, or instructions related to a claim.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}
Claims/Notes/Large Object (LOB) Attributes - Note Text
The actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/Note/{NoteId}/enclosure/NoteTxt
Claims/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/action/processMassAction
Claims/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/enclosure/ActionIntent
Claims/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionRequestPayload/{mdfClaims_smartActions_UserActionRequestPayload_Id}
Claims/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionNavigation/{mdfClaims_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/mdfClaims/{ClaimCode}/child/smartActions/{mdfClaims_smartActions_Id}/child/UserActionURLBinding/{mdfClaims_smartActions_UserActionURLBinding_Id}
Collaboration Actions
The collaboration resource lets you view, create, update, and delete a collaboration. The collaboration actions store details of the commands and actions that can be run from collaboration networks like Slack. For example, a collaboration between Slack users and CX Sales users to resolve an SR or a sales person getting opportunity details on the slack application.
- Create a collaboration action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/collaborationActions
- Delete a collaboration action
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}
- Get a collaboration action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}
- Get all collaboration actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions
- Update a collaboration action
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}
Collaboration Actions/Action Attributes
The attributes resource lets you view, create, update, and delete attributes used in a collaboration network. These attributes are sent or received from the collaboration network when an action is performed.
- Add an attributes to a collaboration action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/child/actionAttributes
- Delete a collaboration action attribute
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/child/actionAttributes/{AttribId}
- Get a collaboration action attribute
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/child/actionAttributes/{AttribId}
- Get all attributes of a collaboration action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/child/actionAttributes
- Update a collaboration action attribute
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/child/actionAttributes/{AttribId}
Collaboration Actions/Large Object (LOB) Attributes - RequestPayload
- Delete a RequestPayload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/RequestPayload
- Get a RequestPayload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/RequestPayload
- Replace a RequestPayload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/RequestPayload
Collaboration Actions/Large Object (LOB) Attributes - ResponsePayload
- Delete a ResponsePayload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/ResponsePayload
- Get a ResponsePayload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/ResponsePayload
- Replace a ResponsePayload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/collaborationActions/{CollabActionNumber}/enclosure/ResponsePayload
Collaboration Recipients
The collaboration recipients resource is used to view channels and user members of the external collaboration networks so that a user can communicate with those channels and users.
- Create a collaboration recipient
- Method: postPath:
/crmRestApi/resources/11.13.18.05/collaborationRecipientLookups
- Delete a collaboration recipient
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/collaborationRecipientLookups/{ResourceId}
- Get a collaboration recipient
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationRecipientLookups/{ResourceId}
- Get all collaboration recipients
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborationRecipientLookups
- Update a collaboration recipient
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/collaborationRecipientLookups/{ResourceId}
Collaborations
The collaborations resource is used to view and create collaborations for objects, such as opportunity. A collaboration is used to keep track of where the team members on the record can collaborate with each other. It currently supports collaborations in Microsoft Teams only.
- Create a Collaboration in Microsoft Teams
- Method: postPath:
/crmRestApi/resources/11.13.18.05/collaborations
- Get a collaboration
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborations/{CollabId}
- Get all collaborations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/collaborations
Compensation Estimation Insights
The compensation estimation insights resource is used to the view summary simulation results.
- Get a compensation estimation insight
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEstimationInsights/{SimulationId}
- Get all compensation estimation insights
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEstimationInsights
Compensation Estimation Insights/Estimation Summary by Plan Components
The summary by plan components resource is used to view simulation results by plan component.
- Get a summary by plan component
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEstimationInsights/{SimulationId}/child/SummaryByPlanComponent/{SummaryByPlanComponentId}
- Get all summaries by plan components
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEstimationInsights/{SimulationId}/child/SummaryByPlanComponent
Compensation Plans
The compensation plans resource is used to create, update, or delete a compensation plan. It can also be used to display all the details of the compensation plans. A compensation plan is used to generate the earnings and payment details of a participant based on the performance measures defined. A new compensation plan can be created with a role assignment and/or plan component assignment. It can also be created individually where only a compensation plan is created and the association with other components needs to be done separately.
- Create a compensation plan
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans
- Delete a compensation plan
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}
- Get a compensation plan
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}
- Get all compensation plans
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans
- Update a compensation plan
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}
Compensation Plans/Assigned Participants
The assignments resource is used to view all the participants associated with a compensation plan. This includes participants that are assigned directly or assigned through incentive compensation roles. An assignments provides the dates when a participant became a part of a compensation plan. An active compensation plan and a participant need to exist before creating an assignment.
- Get all assigned participants
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanAssignments
- Get an assigned participant
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanAssignments/{SrpCompPlanId}
Compensation Plans/Assigned Participants/Large Object (LOB) Attributes - ViewPlanDocument
- Delete a ViewPlanDocument
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanAssignments/{SrpCompPlanId}/enclosure/ViewPlanDocument
- Get a ViewPlanDocument
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanAssignments/{SrpCompPlanId}/enclosure/ViewPlanDocument
- Replace a ViewPlanDocument
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanAssignments/{SrpCompPlanId}/enclosure/ViewPlanDocument
Compensation Plans/Compensation Plan - Descriptive Flex Fields
The descriptive flex fields resource is used to store user defined values for the compensation plan. A new API name can be defined by going to Setup and Maintenance and opening the Manage Descriptive Flex Fields task.
- Create a descriptive flex field
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/compensationPlansDFF
- Get a descriptive flex field
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/compensationPlansDFF/{CompPlanId}
- Get all descriptive flex fields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/compensationPlansDFF
- Update a descriptive flex field
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/compensationPlansDFF/{CompPlanId}
Compensation Plans/Compensation Plan - Plan Components
The plan components resource is used to create, update, or delete the association of a plan component with a compensation plan. It can also be used to display all the details of plan components under a compensation plan. A plan component resource links the plan component with the compensation and provides additional details at this level. A plan component needs to exist before creating this record.
- Create a plan component
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanComponents
- Delete a plan component
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanComponents/{CompensationPlanComponentId}
- Get a plan component
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanComponents/{CompensationPlanComponentId}
- Get all plan components
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanComponents
- Update a plan component
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanComponents/{CompensationPlanComponentId}
Compensation Plans/Compensation Plan - Roles
The roles resource is used to create, update, or delete the assignment of a role to a compensation plan. It is also be used to display all the details of roles assigned to a compensation plan. A roles resource links the Incentive Compensation role to a compensation plan and provides additional details at this level. A role needs to exist before creating this record. Only the plan administrator can assign a role to the compensation plan using this service.
- Create a role
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanRoles
- Delete a role
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanRoles/{CompensationPlanRolesUniqID}
- Get a role
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanRoles/{CompensationPlanRolesUniqID}
- Get all roles
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanRoles
- Update a role
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanRoles/{CompensationPlanRolesUniqID}
Compensation Plans/Direct Assignment Requests
The direct assignment requests resource is used to view, create, and delete direct participant assignment requests. The resource can be used to request a new participant to be assigned to a plan, edit an existing participant assignment, or delete a participant assigned to a plan. The resource can also be used to delete a previously raised request. Once a request is created, the user must run the Deploy Compensation Plans process for it to apply. Once applied, this change can be seen in the Assignments resource.
- Create a direct assignment request
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanDirectAssignmentRequests
- Delete a direct assignment request
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanDirectAssignmentRequests/{PlanDirectAssignmentRequestId}
- Get a direct assignment request
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanDirectAssignmentRequests/{PlanDirectAssignmentRequestId}
- Get all direct assignment requests
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/compensationPlans/{CompensationPlanId}/child/CompensationPlanDirectAssignmentRequests
Competitors
The competitors resource is used to view the details of a competitor. A competitor is an organization that competes with the deploying organization for sales in the market. The resource stores competitor attributes such as SWOT analysis, the products competitors sell, how they map to the deploying organization's products, win/loss reasons, and competitive literature.
- Get a competitor
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitors/{PartyId}
- Get all competitors
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitors
Competitors Accounts
The competitor accounts resource is used to view, create, and update a competitor account and manage competitor details. A competitor is an organization that competes with the deploying organization in the market for sales.
- Create a competitor account
- Method: postPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts
- Get a competitor account
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}
- Get all competitor accounts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts
- Update a competitor account
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}
Competitors Accounts/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}
Competitors Accounts/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Competitors Accounts/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/competitorAccounts/{PartyId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Contact Content Associations
The contact content associations resource is used to view contact content associations. It's used to view reference stories in the order they were attached to the Leads.
- Get a contact content association
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contactContentAssociations/{ContentItemId}
- Get all contact content associations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contactContentAssociations
Contacts
The contacts resource is used to view, create, update, and delete a contact. A contact is an individual who is a customer or a prospect, or a contact for an existing customer or a consumer, or a contact that does not yet have an established business association with a customer or a consumer.
- Create a contact
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts
- Delete a contact
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}
- Find duplicates
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/action/findDuplicates
- Get a contact
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}
- Get all contacts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts
- Update a contact
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}
Contacts/Additional Identifiers
The additional identifiers resource is used to view, create, update, and delete an additional identifiers such as driver's license number or passport number.
- Create an additional identifier
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalIdentifier
- Delete an additional identifier
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Get all additional identifiers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalIdentifier
- Get an additional identifier
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Update an additional identifier
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
Contacts/Additional Names
The additional name resource is used to view, create, update, and delete additional names associated with a contact. The resource allows you to capture other names associated with a contact, such as a maiden name, or a brand name.
- Create an additional name
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalName
- Delete an additional name
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalName/{NameId}
- Get all additional names
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalName
- Get an additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalName/{NameId}
- Update an additional name
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/AdditionalName/{NameId}
Contacts/Attachments
The contact picture attachments resource is used to view, create, update, or delete the contacts picture.
- Get a contact's picture
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}
- Get all contacts' pictures
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment
- Remove a contact's picture
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}
- Replace a contact's picture
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}
- Upload a contact's picture
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment
Contacts/Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}/enclosure/FileContents
Contacts/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PictureAttachment/{PictureAttachmentUniqID}/enclosure/FileWebImage
Contacts/Aux Classifications
The aux classifications resource is used to view, create, update, and delete the auxiliary classifications of the customers associated with the contacts. Auxiliary classification enable you to categorize customers into different groups, such as commercial or private.
- Create a customer classification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification
- Delete a customer classification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get a customer classification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get all customer classifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification
- Update a customer classification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
Contacts/Contact Addresses
The contact addresses resource is used to view, create, update, and delete addresses of a contact. An address contains the detailed location information of a contact.
- Create an address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address
- Delete an address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}
- Get all addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address
- Get an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}
- Update an address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}
Contacts/Contact Addresses/Address Locales
The address locales resource is used to view, create, update, and delete the local address. An address locale contains the details about a location or address in the local language.
- Create an address locale
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Delete an address locale
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Get all address locales
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Get an address locale
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Update an address locale
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
Contacts/Contact Addresses/Contact Address Purposes
The address purposes resource is used to view, create, update, and delete the address purpose. The address purpose describes the type of an address, such as a shipping address or a billing address.
- Create an address purpose
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Delete an address purpose
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Get all purposes of an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Get an address purpose
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Update an address purpose
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
Contacts/Contact Attachments
The contact attachments resource is used to view, create, update, and delete attachments of a contact. An attachment includes additional information about a contact.
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Remove an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Replace an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Upload an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment
Contacts/Contact Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Contacts/Contact Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Contacts/Contact Points
The contact point resource is used to view, create, update, and delete contact points for an account. Contact points can be geographical addresses, phone numbers, e-mail IDs, URLs, messenger IDs, and so on.
- Create a contact point
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactPoint
- Delete a contact point
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get a contact point
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get all contact points
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactPoint
- Update a contact point
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactPoint/{ContactPointId}
Contacts/Contact Primary Addresses
The primary addresses resource is used to view, create, update, and delete the primary addresses of the contacts. A primary address is the default communication address of a contact.
- Create a primary address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PrimaryAddress
- Delete a primary address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get a primary address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get all primary addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PrimaryAddress
- Update a primary address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
Contacts/Contact Rollups
The contact rollups resource is used to view a contact rollup.
- Get a contact rollup
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactRollup/{PersonProfileId}
- Get all contact rollups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/ContactRollup
Contacts/Notes
The note resource is used to view, create, update, and delete notes associated with a contact. A note captures comments, information, or instructions related to a contact.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}
Contacts/Notes/Large Object (LOB) Attributes - Note Text
The actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Contacts/Relationships
The relationships resource is used to view, create, and update contact relationships. A contact relationship is the interconnection between parties, such as employee or board member.
- Create a relationship
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Relationship
- Delete a relationship
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get a relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get all relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Relationship
- Update a relationship
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/Relationship/{RelationshipRecId}
Contacts/Sales Account Resources
Sales account resources is used to view, create, update, and delete a resource party that is assigned to a sales account team. A sales account team member has a defined access role for the sales account.
- Create a sales team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SalesTeamMember
- Delete a sales team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get a sales team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get all sales team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SalesTeamMember
- Update a sales team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
Contacts/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/action/processMassAction
Contacts/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/enclosure/ActionIntent
Contacts/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameter definitions resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionURLBinding
- Get an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionURLBinding/{contacts_smartActions_UserActionURLBinding_Id}
Contacts/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionRequestPayload/{contacts_smartActions_UserActionRequestPayload_Id}
Contacts/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view the user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionNavigation
- Get an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/smartActions/{contacts_smartActions_Id}/child/UserActionNavigation/{contacts_smartActions_UserActionNavigation_Id}
Contacts/Source System References
The source system reference resource is used to view, create, update, and delete source systems. A source system is an external system from which you import data.
- Create a source system reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SourceSystemReference
- Delete a source system reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get a source system reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get all source system references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SourceSystemReference
- Update a source system reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
Contests
Contests
- Create a contest
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contests
- Delete a contest
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}
- Get a contest
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}
- Get all contests
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests
- Update a contest
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}
Contests/Contest History
Contest History
- Create a contest history record
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestHistory
- Delete a contest history record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestHistory/{ContestHistoryUniqID}
- Get a contest history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestHistory/{ContestHistoryUniqID}
- Get all contest history records
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestHistory
- Update a contest history record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestHistory/{ContestHistoryUniqID}
Contests/Contest Resources
Contest Resources
- Create a contest participant
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestParticipants
- Delete a contest participant
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestParticipants/{ContestResourceId}
- Get a contest participant
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestParticipants/{ContestResourceId}
- Get all contest participants
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestParticipants
- Update a contest participant
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestParticipants/{ContestResourceId}
Contests/Contest Scores
Contest Scores
- Create a contest score
- Method: postPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores
- Delete a contest score
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores/{ContestScoresUniqID}
- Get a contest score
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores/{ContestScoresUniqID}
- Get all contest scores
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores
- Update a contest score
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores/{ContestScoresUniqID}
Contests/Contest Scores/Contest Score Details
Contest Score Details
- Get a contest score detail record
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores/{ContestScoresUniqID}/child/ContestScoreDetails/{ContestScoreDetailsUniqID}
- Get all contest score details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/contests/{ContestNumber}/child/ContestScores/{ContestScoresUniqID}/child/ContestScoreDetails
Contract Asset Transactions
The contract asset transactions resource is used to view and create the asset transactions. The contract asset transaction object has details such as customer asset, transaction type, transaction date etc.
- Create a contract asset transaction
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions
- Get all contract asset transactions
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions
- Get contract asset transaction
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions/{TransactionExecSequenceId}
Contract Asset Transactions/Contract Asset Transaction Details
The contract asset transaction details resource is used to view and create the asset transaction details. The contract asset transaction detail object has details such as customer asset, quantity etc.
- Create a contract asset transaction detail
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions/{TransactionExecSequenceId}/child/ContractAssetTransactionDetail
- Get a contract asset transaction detail
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions/{TransactionExecSequenceId}/child/ContractAssetTransactionDetail/{Id}
- Get all contract asset transaction details
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contractAssetTransactions/{TransactionExecSequenceId}/child/ContractAssetTransactionDetail
Contracts
The contracts resource is used to view the details of a contract. A contract is an agreement between two or more than two parties to fulfill an agreed scope of work.
- Amend a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/amend
- Cancel a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/cancel
- Close a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/close
- Create a new version
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/createVersion
- Create contracts
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts
- Delete a contract
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}
- Duplicate a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/duplicate
- Get a contract
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}
- Get all contracts
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts
- Hold a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/applyHold
- Preview a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/preview
- Remove hold on a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/removeHold
- Revert a contract amendment
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/revertContract
- Sign a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/sign
- Submit a contract for approval
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/submitForApproval
- Update a contract
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}
- Validate a contract
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/action/validateContract
Contracts/Bill Plans
The bill plans resource is used to view, create, update, and delete a bill plan. This includes bill plan name, invoice method, bill-to account number, bill-to contact, bill-to site, billing cycle, bill set, payment terms, invoice summarization options, currency conversions.
- Create a bill plan
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan
- Delete a bill plan
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}
- Get a bill plan
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}
- Get all bill plans
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan
- Update a bill plan
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}
Contracts/Bill Plans/Bill Plan Flexfields
The bill plan fexfields resource is used to view, create, and update contract bill plan flexfield information.
- Create a bill plan flexfield
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanDescriptiveFlexField
- Delete a bill plan flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanDescriptiveFlexField/{BillPlanDescriptiveFlexFieldUniqID}
- Get a bill plan flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanDescriptiveFlexField/{BillPlanDescriptiveFlexFieldUniqID}
- Get all bill plan flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanDescriptiveFlexField
- Update a bill plan flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanDescriptiveFlexField/{BillPlanDescriptiveFlexFieldUniqID}
Contracts/Bill Plans/Bill Plan Translations
The bill plan translations resource is used to view and update contract bill plan translation information.
- Get a bill plan translation
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanTranslation/{BillPlanTranslationUniqID}
- Get all bill plan translations
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanTranslation
- Update a bill plan translation
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/BillPlanTranslation/{BillPlanTranslationUniqID}
Contracts/Bill Plans/Job Assignment Overrides
The resource is used to view, create, update, delete job assignment override details
- Create job assignment overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobAssignmentOverride
- Delete a job assignment override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
- Get a job assignment override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
- Get job assignment overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobAssignmentOverride
- Update a job assignment override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
Contracts/Bill Plans/Job Rate Overrides
The resource is used to view, create, update, delete job rate override details.
- Create job rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobRateOverride
- Delete a job rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
- Get a job rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
- Get job rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobRateOverride
- Update a job rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
Contracts/Bill Plans/Job Title Overrides
The resource is used to view, create, update, delete job title override details.
- Create job title overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobTitleOverride
- Delete a job title override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobTitleOverride/{JobTitleOverrideUniqID}
- Get a job title override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobTitleOverride/{JobTitleOverrideUniqID}
- Get all job title overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobTitleOverride
- Update a job title override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/JobTitleOverride/{JobTitleOverrideUniqID}
Contracts/Bill Plans/Labor Multiplier Overrides
The resource is used to view, create, update, delete labor multiplier override details.
- Create labor multiplier overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/LaborMultiplierOverride
- Delete a labor multiplier override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
- Get a labor multiplier override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
- Get labor multiplier overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/LaborMultiplierOverride
- Update a labor multiplier override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
Contracts/Bill Plans/Non Labor Rate Overrides
The resource is used to view, create, update, delete non labor multiplier override details.
- Create non labor rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/NonLaborRateOverride
- Delete a non labor rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
- Get a non labor rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
- Get non labor rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/NonLaborRateOverride
- Update a non labor rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
Contracts/Bill Plans/Person Rate Overrides
The resource is used to view, create, update, delete person rate override details.
- Create person rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/PersonRateOverride
- Delete a person rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
- Get a person rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
- Get person rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/PersonRateOverride
- Update a person rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillPlan/{BillPlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
Contracts/Billing Controls
The billing controls resource is used to view, create, update, and delete billing controls information. This includes the resource, hard limit, soft limit etc.
- Create a billing control
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillingControl
- Delete a billing control
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillingControl/{BillingControlUniqID}
- Get a billing control
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillingControl/{BillingControlUniqID}
- Get all billing controls
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillingControl
- Update a billing control
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/BillingControl/{BillingControlUniqID}
Contracts/Contract Documents
The resource is used to view, create, update, delete documents of contract documents category. The information includes file name, title, description, category.
- Create contract documents
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments
- Delete a contract document
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}
- Get a contract document
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}
- Get all contract documents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments
- Update a contract document
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}
Contracts/Contract Documents/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}/enclosure/FileContents
Contracts/Contract Documents/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractDocuments/{ContractDocumentsUniqID}/enclosure/FileWebImage
Contracts/Contract Header Flexfields
The contract header flex field resource is used to view, create, update contract header flex field information.
- Create contract header flexfields
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderFlexfieldVA
- Delete a contract header flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderFlexfieldVA/{ContractId}
- Get a contract header flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderFlexfieldVA/{ContractId}
- Get all contract header flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderFlexfieldVA
- Update a contract header flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderFlexfieldVA/{ContractId}
Contracts/Contract Header Translations
The resource is used to view, update contract header translation information.
- Get a contract header translation
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderTranslation/{ContractHeaderTranslationUniqID}
- Get all contract header translations
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderTranslation
- Update contract header translation
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractHeaderTranslation/{ContractHeaderTranslationUniqID}
Contracts/Contract Lines
The contract line resource is used to view, create, update, delete contract line information. The line information includes name, description, start date, end date, line amount, ship-to account, ship-to site, warehouse.
- Apply hold
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/applyHold
- Cancel a contract line
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/cancel
- Close a contract line
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/close
- Create contract lines
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine
- Delete a contract line
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}
- Get a contract line
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}
- Get all contract lines
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine
- Refresh pricing terms
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/refreshPricingTerms
- Remove hold
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/removeHold
- Remove tiered adjustments
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/action/removeTieredAdjustment
- Update a contract line
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}
Contracts/Contract Lines/Associated Projects
The resource is used to view, create, update, delete associated project information. This includes the project number, task number, percent complete, funded amount etc.
- Create an associated project
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/AssociatedProject
- Delete an associated project
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/AssociatedProject/{AssociatedProjectUniqID}
- Get all associated projects
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/AssociatedProject
- Get an associated project
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/AssociatedProject/{AssociatedProjectUniqID}
- Update an associated project
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/AssociatedProject/{AssociatedProjectUniqID}
Contracts/Contract Lines/Billing Controls
The billing controls resource is used to view, create, update, and delete billing controls information. This includes the resource, hard limit, soft limit etc.
- Create a billing control
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/BillingControl
- Delete a billing control
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/BillingControl/{BillingControlUniqID}
- Get a billing control
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/BillingControl/{BillingControlUniqID}
- Get all billing controls
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/BillingControl
- Update a billing control
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/BillingControl/{BillingControlUniqID}
Contracts/Contract Lines/Contract Line Flexfields
The resource is used to view, create, update contract line flex field information.
- Create contract line flexfields
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractAllLineDesFlexVA
- Delete a contract line flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractAllLineDesFlexVA/{LineId2}
- Get a contract line flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractAllLineDesFlexVA/{LineId2}
- Get all contract line flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractAllLineDesFlexVA
- Update a contract line flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractAllLineDesFlexVA/{LineId2}
Contracts/Contract Lines/Contract Line Internal Attributes
The contract line internal attributes resource is used to view, create, update, and delete internal contract line attributes.
- Create a contract line internal attribute
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ProjectContractLineInternalAttributes
- Get a contract line internal attribute
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ProjectContractLineInternalAttributes/{ProjectContractLineInternalAttributesUniqID}
- Get all contract line internal attributes
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ProjectContractLineInternalAttributes
- Update a contract line internal attribute
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ProjectContractLineInternalAttributes/{ProjectContractLineInternalAttributesUniqID}
Contracts/Contract Lines/Contract Line Translations
The resource is used to view, update contract line translation information.
- Get a contract line translation
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractLineTranslation/{ContractLineTranslationUniqID}
- Get all contract line translations
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractLineTranslation
- Update a contract line translation
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/ContractLineTranslation/{ContractLineTranslationUniqID}
Contracts/Contract Lines/Large Object (LOB) Attributes - SourceSystemAttributes
- Delete a SourceSystemAttributes
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/enclosure/SourceSystemAttributes
- Get a SourceSystemAttributes
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/enclosure/SourceSystemAttributes
- Replace a SourceSystemAttributes
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/enclosure/SourceSystemAttributes
Contracts/Contract Lines/Milestones
Milestones are single point-in-time events that can be used for billing, revenue recognition, or both. Milestones defined on a contract line are automatically created in the associated project plan upon contract approval. Upon completion of a milestone in the project plan, the corresponding billing event is automatically updated as eligible for invoicing and revenue recognition processing.
- Create a milestone
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/Milestone
- Delete a milestone
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/Milestone/{MilestoneUniqID}
- Get a milestone
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/Milestone/{MilestoneUniqID}
- Get all milestones
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/Milestone
- Update a milestone
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/Milestone/{MilestoneUniqID}
Contracts/Contract Lines/Sales Credits
The resource is used to view, create, update, delete sales credit information at contract header and line level. This information includes sales person name, quota type, percent, start date and end date.
- Create sales credits
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/SalesCredit
- Delete a sales credit
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/SalesCredit/{SalesCreditUniqID}
- Get a sales credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/SalesCredit/{SalesCreditUniqID}
- Get sales credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/SalesCredit
- Update a sales credit
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractLine/{LineId}/child/SalesCredit/{SalesCreditUniqID}
Contracts/Contract Parties
The contract parties resource is used to view the details of a contract party. A party to a contract is one who holds the obligations and receives the benefits of a legally binding agreement.
- Create contract parties
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty
- Delete a contract party
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}
- Get a contract party
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}
- Get all contract parties
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty
- Update a contract party
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}
Contracts/Contract Parties/Contract Party Contacts
The contract party contacts resource is used to view the details of contract party contact. A party contact of a contract is one who is responsible to follow up on the contractual obligations.
- Create contract party contacts
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact
- Delete a contract party contact
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}
- Get a contract party contact
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}
- Get all contract party contacts
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact
- Update a contract party contact
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}
Contracts/Contract Parties/Contract Party Contacts/Contract Party Contact Flexfields
The contract party contact flex field resource is used to view, create, update contract party contact flex field information.
- Create contract party contact flexfields
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}/child/ContractPartyContactFlexfieldVA
- Delete a contract party contact flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}/child/ContractPartyContactFlexfieldVA/{ContractPartyContactFlexfieldVAUniqID}
- Get a contract party contact flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}/child/ContractPartyContactFlexfieldVA/{ContractPartyContactFlexfieldVAUniqID}
- Get all contract party contact flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}/child/ContractPartyContactFlexfieldVA
- Update a contract party contact flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyContact/{ContractPartyContactUniqID}/child/ContractPartyContactFlexfieldVA/{ContractPartyContactFlexfieldVAUniqID}
Contracts/Contract Parties/Contract Party Flexfields
The contract party flex fields is used to view, create, update contract party flex field information.
- Create contract party flexfields
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyFlexfieldVA
- Delete a contract party flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyFlexfieldVA/{ContractPartyFlexfieldVAUniqID}
- Get a contract party flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyFlexfieldVA/{ContractPartyFlexfieldVAUniqID}
- Get all contract party flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyFlexfieldVA
- Update a contract party flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ContractParty/{ContractPartyUniqID}/child/ContractPartyFlexfieldVA/{ContractPartyFlexfieldVAUniqID}
Contracts/External Shared Documents
The external shared documents resource is used to view, create, update, and delete documents of the external shared documents category. These are documents that have been shared on the contract by external users. The information includes the file name, title, description, and category.
- Create an external shared document
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments
- Delete an external shared document
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}
- Get all external shared documents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments
- Get an external shared document
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}
- Update an external shared document
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}
Contracts/External Shared Documents/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}/enclosure/FileContents
Contracts/External Shared Documents/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/ExternalSharedDocuments/{ExternalSharedDocumentsUniqID}/enclosure/FileWebImage
Contracts/Internal Shared Documents
The internal shared documents resource is used to view, create, update, and delete documents of the internal shared documents category. These are documents that have been shared on the contract by internal users. The information includes the file name, title, description, and category.
- Create an internal shared document
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments
- Delete an internal shared document
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}
- Get all internal shared documents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments
- Get an internal shared document
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}
- Update an internal shared document
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}
Contracts/Internal Shared Documents/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}/enclosure/FileContents
Contracts/Internal Shared Documents/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/InternalSharedDocuments/{InternalSharedDocumentsUniqID}/enclosure/FileWebImage
Contracts/Related Documents
The resource is used to view, create, update, delete related contracts information.
- Create related documents
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RelatedDocument
- Delete a related document
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RelatedDocument/{Id}
- Get a related document
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RelatedDocument/{Id}
- Get related documents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RelatedDocument
Contracts/Revenue Plans
The resource is used to view, create, update, delete a revenue plan. This includes revenue plan name and revenue method.
- Create revenue plans
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan
- Delete a revenue plan
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}
- Get a revenue plan
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}
- Get revenue plans
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan
- Update a revenue plan
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}
Contracts/Revenue Plans/Job Assignment Overrides
The resource is used to view, create, update, delete job assignment override details
- Create job assignment overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobAssignmentOverride
- Delete a job assignment override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
- Get a job assignment override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
- Get job assignment overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobAssignmentOverride
- Update a job assignment override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobAssignmentOverride/{JobAssignmentOverrideUniqID}
Contracts/Revenue Plans/Job Rate Overrides
The resource is used to view, create, update, delete job rate override details.
- Create job rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobRateOverride
- Delete a job rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
- Get a job rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
- Get job rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobRateOverride
- Update a job rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/JobRateOverride/{JobRateOverrideUniqID}
Contracts/Revenue Plans/Labor Multiplier Overrides
The resource is used to view, create, update, delete labor multiplier override details.
- Create labor multiplier overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/LaborMultiplierOverride
- Delete a labor multiplier override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
- Get a labor multiplier override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
- Get labor multiplier overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/LaborMultiplierOverride
- Update a labor multiplier override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/LaborMultiplierOverride/{LaborMultiplierOverrideUniqID}
Contracts/Revenue Plans/Non Labor Rate Overrides
The resource is used to view, create, update, delete non labor multiplier override details.
- Create non labor rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/NonLaborRateOverride
- Delete a non labor rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
- Get a non labor rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
- Get non labor rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/NonLaborRateOverride
- Update a non labor rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/NonLaborRateOverride/{NonLaborRateOverrideUniqID}
Contracts/Revenue Plans/Person Rate Overrides
The resource is used to view, create, update, delete person rate override details.
- Create person rate overrides
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/PersonRateOverride
- Delete a person rate override
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
- Get a person rate override
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
- Get person rate overrides
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/PersonRateOverride
- Update a person rate override
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/PersonRateOverride/{PersonRateOverrideUniqID}
Contracts/Revenue Plans/Revenue Plan Flexfields
The revenue plan flexfields resource is used to view, create, update, and delete contract revenue plan flexfield information.
- Create a revenue plan flexfield
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanDescriptiveFlexField
- Delete a revenue plan flexfield
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanDescriptiveFlexField/{RevenuePlanDescriptiveFlexFieldUniqID}
- Get a revenue plan flexfield
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanDescriptiveFlexField/{RevenuePlanDescriptiveFlexFieldUniqID}
- Get all revenue plan flexfields
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanDescriptiveFlexField
- Update a revenue plan flexfield
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanDescriptiveFlexField/{RevenuePlanDescriptiveFlexFieldUniqID}
Contracts/Revenue Plans/Revenue Plan Translations
The revenue plan transactions resource is used to view and update contract revenue plan translation information.
- Get a revenue plan translation
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanTranslation/{RevenuePlanTranslationUniqID}
- Get all revenue plan translations
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanTranslation
- Update a revenue plan translation
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/RevenuePlan/{RevenuePlanUniqID}/child/RevenuePlanTranslation/{RevenuePlanTranslationUniqID}
Contracts/Sales Credits
The resource is used to view, create, update, delete sales credit information at contract header and line level. This information includes sales person name, quota type, percent, start date and end date.
- Create sales credits
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SalesCredit
- Delete a sales credit
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SalesCredit/{SalesCreditUniqID}
- Get a sales credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SalesCredit/{SalesCreditUniqID}
- Get sales credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SalesCredit
- Update a sales credit
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SalesCredit/{SalesCreditUniqID}
Contracts/Sections
The resource is used to view the sections of the contract terms.
- Get a section
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}
- Get sections
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section
Contracts/Sections/Clauses
The resource is used to view the clauses of the contract terms.
- Get a clause
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/Clause/{ArticleId}
- Get all clauses
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/Clause
Contracts/Sections/Clauses/Large Object (LOB) Attributes - ClauseTextInHTML
- Get a ClauseTextInHTML
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/Clause/{ArticleId}/enclosure/ClauseTextInHTML
Contracts/Sections/Clauses/Large Object (LOB) Attributes - ClauseTextInWord
- Get a ClauseTextInWord
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/Clause/{ArticleId}/enclosure/ClauseTextInWord
Contracts/Sections/Sub Sections
The resource is used to view the sub sections of the contract terms.
- Get sub section
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/SubSection/{SubSectionUniqID}
- Get sub sections
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/Section/{SectionUniqID}/child/SubSection
Contracts/Supporting Documents
The resource is used to view, create, update, delete documents of supporting documents category. The information includes file name, title, description, category.
- Create supporting documents
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments
- Delete a supporting document
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}
- Get a supporting document
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}
- Get supporting documents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments
- Update a supporting document
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}
Contracts/Supporting Documents/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}/enclosure/FileContents
Contracts/Supporting Documents/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/contracts/{contractsUniqID}/child/SupportingDocuments/{SupportingDocumentsUniqID}/enclosure/FileWebImage
Conversation Messages
The conversation messages resource is used to view, create, update, and delete the messages sent and received by the application.
- Copy attachments to conversation message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/action/copyAttachmentsToConversationMessage
- Create a conversation message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages
- Create a conversation message for a business object
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/action/createConversationMessageForBusinessObject
- Delete a conversation message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}
- Get a conversation message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}
- Get all conversation messages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages
- Update a conversation message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}
Conversation Messages/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}
Conversation Messages/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}/enclosure/FileContents
Conversation Messages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/attachments/{attachmentsUniqID}/enclosure/FileWebImage
Conversation Messages/Conversation Message Recipients
Message recipients.
- Create a conversation message recipient
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/recipients
- Delete a conversation message recipient
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/recipients/{RecipientId}
- Get a conversation message recipient
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/recipients/{RecipientId}
- Get all conversation message recipients
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/recipients
Conversation Messages/Large Object (LOB) Attributes - MessageContent
- Delete a MessageContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/enclosure/MessageContent
- Get a MessageContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/enclosure/MessageContent
- Replace a MessageContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/enclosure/MessageContent
Conversation Messages/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/action/processMassAction
Conversation Messages/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/enclosure/ActionIntent
Conversation Messages/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionRequestPayload/{conversationMessages_smartActions_UserActionRequestPayload_Id}
Conversation Messages/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionNavigation/{conversationMessages_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversationMessages/{MessageNumber}/child/smartActions/{conversationMessages_smartActions_Id}/child/UserActionURLBinding/{conversationMessages_smartActions_UserActionURLBinding_Id}
Conversations
The conversations resource is used to view and update the conversations between multiple people.
- Create a conversation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversations
- Delete a conversation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}
- Get a conversation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}
- Get all conversations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversations
- Update a conversation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}
Conversations/Conversation References
Conversation references.
- Create a conversation reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}/child/conversationReferences
- Delete a conversation reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}/child/conversationReferences/{ReferenceId}
- Get a conversation reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}/child/conversationReferences/{ReferenceId}
- Get all conversation references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}/child/conversationReferences
- Update a conversation reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/conversations/{ConversationNumber}/child/conversationReferences/{ReferenceId}
Copy Maps
The Copy Maps resource let you view copy maps. A copy map is a collection of entity and attribute mappings when data from one record is copied to another.
- Get a copy map
- Method: getPath:
/crmRestApi/resources/11.13.18.05/copyMaps/{XMLId}
- Get all copy maps
- Method: getPath:
/crmRestApi/resources/11.13.18.05/copyMaps
Credit Categories
The credit categories resource is used to view, create, update, and delete a credit category and its details. Credit categories provide the eligibility of a participant, a team, or a manager to receive credit for a transaction.
- Create a credit category
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/creditCategories
- Delete a credit category
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/creditCategories/{CreditCategoryId}
- Get a credit category
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/creditCategories/{CreditCategoryId}
- Get all credit categories
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/creditCategories
- Update a credit category
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/creditCategories/{CreditCategoryId}
Currencies
The currencies resource is used to get a list of ISO standard currencies.
- Get a currency
- Method: getPath:
/fndCurrencies/{CurrencyCode}
- Get all currencies
- Method: getPath:
/fndCurrencies
Customer Account with Technician Preferences
The customer account with technician preferences shows the customer accounts that have technician preferences defined. It also displays information such as account number and address.
- Get a customer account with technician preferences
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerAccountWithTechnicianPreferences/{AccountPartyId}
- Get all customer accounts with technician preferences
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerAccountWithTechnicianPreferences
Customer Self-Service Users
The self-service users resource is used to view the users associated with the self-service functionality.
- Get a self-service user
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}
- Get all self-service users
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers
Customer Self-Service Users/Customer Self-Service Roles
The self-service roles resource is used to view, create, update, and delete roles for self-service users.
- Create a self-service role
- Method: postPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRoles
- Delete a self-service role
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRoles/{RoleId}
- Get a self-service role
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRoles/{RoleId}
- Get all self-service roles
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRoles
- Update a self-service role
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRoles/{RoleId}
Customer Self-Service Users/Customer Self-Service Roles Histories
The self-service roles histories resource is used to view when a role was granted to or revoked from a self-service user.
- Get a self-service role history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRolesHistory/{HistoryId}
- Get all self-service role history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/customerSelfServiceUsers/{UserId}/child/SelfServiceRolesHistory
DaaS Smart Data
The DaaS smart data resource is used to implement the smart defaulting feature for the account and address entities.
- Create smart data
- Method: postPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData
- Delete smart data
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/daaSSmartData/{daaSSmartDataUniqID}
- Get accounts by account ID and address fields
- Method: postPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData/action/getAccount
- Get address data
- Method: postPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData/action/getAddress
- Get all smart data
- Method: getPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData
- Get smart data
- Method: getPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData/{daaSSmartDataUniqID}
- Update smart data
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/daaSSmartData/{daaSSmartDataUniqID}
Deal Registrations
The deal registration resource is used to view, create, update, and delete a deal registration. A deal registration is a process by which a partner user registers a business opportunity with the brand owner in order to become eligible for benefits, such as exclusive rights to the opportunity, additional rebates, presales support, and so on.
- Approve a deal
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/performApprovalAction
- Calculate product amount total - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/calculateProductAmountTotal
- Check if deal size or product amount changed - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/dealSizeOrProductAmountTotalChanged
- Convert deal to opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/convertDealToOpportunity
- Copy a deal
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/copyDeal
- Create a deal registration
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals
- Get a deal registration
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}
- Get all deal registrations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals
- Refreshes contact field - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/refreshContactRow
- Refreshes customer field - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/refreshCustomerRow
- Sync deal size and product amount total
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/action/autoSyncDealSizeAndProductAmountTotal
- Update a deal registration
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}
Deal Registrations/Deal Approval Histories
The deal registration approval history lets you access a comprehensive record of approval-related information associated with the deal, encompassing the names of approvers, action dates, and the specific actions taken.
- Get all approval history records
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealApprovalHistory
- Get an approval history record
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealApprovalHistory/{VersionKey}
Deal Registrations/Deal Attachments
The attachments resource is used to view, create, update, and delete attachments of a deal. An attachment includes additional information about a deal.
- Create a deal attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments
- Delete a deal attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}
- Get a deal attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}
- Get all deal attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments
- Update a deal attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}
Deal Registrations/Deal Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}/enclosure/FileContents
Deal Registrations/Deal Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealAttachments/{DealAttachmentsUniqID}/enclosure/FileWebImage
Deal Registrations/Deal Products
The deal products resource is used to view, create, update, and delete a deal product. The deal product is a product or product family associated with the deal registration that the customer is interested in.
- Create a deal product
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealProduct
- Delete a deal product
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealProduct/{DealProdId}
- Get a deal product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealProduct/{DealProdId}
- Get all deal products
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealProduct
- Update a deal product
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealProduct/{DealProdId}
Deal Registrations/Deal Team Members
The deal team member resource is used to view, create, update, and delete a deal team member. A deal team member is a resource who is assigned to the deal registration team and who has the appropriate visibility and access to the deal registration record.
- Create a deal team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealResources
- Delete a deal team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealResources/{DealResourceId}
- Get a deal team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealResources/{DealResourceId}
- Get all deal team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealResources
- Update a deal team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/DealResources/{DealResourceId}
Deal Registrations/Notes
The note resource is used to view, create, update, and delete notes associated with a deal. A note captures comments, information, or instructions related to a deal.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}
Deal Registrations/Notes/Large Object (LOB) Attributes - NoteTxt
- Delete a NoteTxt
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a NoteTxt
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a NoteTxt
- Method: putPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/Note/{NoteId}/enclosure/NoteTxt
Deal Registrations/Opportunities
The opportunity resource is used to view the opportunities associated with a deal registration. An opportunity is used by a sales organization to track information about a potential sale, such as the sales account, key contacts, product interests, and potential revenues. A matched opportunity is an opportunity that matches the deal registration based on the duplicate check process.
- Assign matched opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/MatchedOpportunity/action/assignOpportunity
- Copy matched opportunity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/MatchedOpportunity/action/copyOpportunity
- Create quote in Oracle CPQ Cloud
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/MatchedOpportunity/action/createQuote
- Get all opportunities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/MatchedOpportunity
- Get an opportunity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/MatchedOpportunity/{OptyId}
Deal Registrations/Partner Owner Picker
The partner owner picker resource is used to create a list of partners that is used to select the partner owner.
- Create a partner owner
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/PartnerOwnerPicker
- Delete a partner owner
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/PartnerOwnerPicker/{deals_PartnerOwnerPicker_Id}
- Get a partner owner
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/PartnerOwnerPicker/{deals_PartnerOwnerPicker_Id}
- Get all partner owners
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/PartnerOwnerPicker
- Update a partner owner
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/PartnerOwnerPicker/{deals_PartnerOwnerPicker_Id}
Deal Registrations/Product Groups
The product group resource is used to view information about related products. A product group is a business object that groups related products so that you can work with them together. You can use product groups to create a multilevel hierarchy that can be used as a sales catalog, a rollup hierarchy, or a promotion catalog. For example, you might create a product group named Consumer Electronics that includes all of your consumer electronics products so that customers can browse through all the products in this group in your product catalog.
- Get a product group
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups/{ProdGroupId}
- Get all product groups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups
- Set product group usag code - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups/action/setUsagCode
- Set product group usage code - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups/action/setUsageCode
- Set product group usage mode - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups/action/setUsageMode
- Set territory filter user choice - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/productGroups/action/setUserSelectionForTM
Deal Registrations/Products
The product resource is used to view product information. A product is an item that an organization or company intends to sell.
- Get a product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products/{productsUniqID}
- Get all products
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products
- Set product usage code - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products/action/setUsageCode
- Set product usage mode - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products/action/setUsageMode
- Set territory filter user choice - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products/action/setUserSelectionForTM
- Set the user selected product group - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/products/action/setSelectedProductGroupId
Deal Registrations/Smart Actions
The smart actions resource is used to view the name, security, context object, REST operation, confirmation message, and other global properties of smart actions. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/generateSmartActions
- Get a smart action - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all smart actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/action/processMassAction
Deal Registrations/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/enclosure/ActionIntent
Deal Registrations/Smart Actions/Smart Action REST Path Parameter Definitions
The path parameters resource is used to view the REST request path parameter name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action URL bindings - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionURLBinding
- Get an action URL binding - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionURLBinding/{deals_smartActions_UserActionURLBinding_Id}
Deal Registrations/Smart Actions/Smart Action REST Payload Definitions
The payload definitions resource is used to view the REST request payload name-value pair definitions of a smart action. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action request payloads - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionRequestPayload/{deals_smartActions_UserActionRequestPayload_Id}
Deal Registrations/Smart Actions/Smart Action User Interface Definitions
The user interface definitions resource is used to view user interfaces associated with a smart action. Each user interface can be mapped to a client application. Smart action item or collection links returned in response payloads are valid at the moment the REST request is processed. Any change to the parent object context can invalidate a previously valid smart action.
- Get all action navigations - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionNavigation
- Get an action navigation - Not Supported
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deals/{dealsUniqID}/child/smartActions/{deals_smartActions_Id}/child/UserActionNavigation/{deals_smartActions_UserActionNavigation_Id}
Deleted Records
The deleted records resource is used to view all the records that were deleted either by transactions or by import.
- Get a deleted record
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deletedRecords/{DeletedRecordId}
- Get all deleted records
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deletedRecords
Device Tokens
The device token resource is used to create and update the tokens associated to the push notifications.
- Create a device token
- Method: postPath:
/crmRestApi/resources/11.13.18.05/deviceTokens
- Delete a device token
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/deviceTokens/{DeviceTokenId}
- Get a device token
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deviceTokens/{DeviceTokenId}
- Get all device tokens
- Method: getPath:
/crmRestApi/resources/11.13.18.05/deviceTokens
- Update a device token
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/deviceTokens/{DeviceTokenId}
Dynamic Link Patterns
The dynamic link patterns resource is used to view, create, update, and delete the regular expressions used for parsing service request messages in order to determine various service request formats and transform them into hyperlinks.
- Create a dynamic link pattern
- Method: postPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkPatterns
- Delete a dynamic link pattern
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/dynamicLinkPatterns/{ObjectId}
- Get a dynamic link pattern
- Method: getPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkPatterns/{ObjectId}
- Get all dynamic link patterns
- Method: getPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkPatterns
- Update a dynamic link pattern
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkPatterns/{ObjectId}
Dynamic Link Values
The dynamic link values resource is used to view the dynamic link values of objects supporting dynamic links, such as article or service request.
- Create a reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkValues
- Delete a reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/dynamicLinkValues/{dynamicLinkValuesUniqID}
- Get a business unit
- Method: getPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkValues/{dynamicLinkValuesUniqID}
- Get all business units
- Method: getPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkValues
- Update a reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/dynamicLinkValues/{dynamicLinkValuesUniqID}
Email Footer Templates
An email footer enables the user to define a footer section for emails with information such as company name, place, and contact details. Footer templates help the user create different footers for specific use-cases and use them with email templates.
- Create an email footer template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates
- Delete an email footer template
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}
- Get all email footer templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates
- Get an email footer template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}
- Update an email footer template
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}
Email Footer Templates/Large Object (LOB) Attributes - FooterContent
- Delete a FooterContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}/enclosure/FooterContent
- Get a FooterContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}/enclosure/FooterContent
- Replace a FooterContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/emailFooterTemplates/{TemplateNumber}/enclosure/FooterContent
Email Templates
The email templates resource is used to view, create, update, delete, and toggle active status for message templates. Message templates can be used by salespeople and by automated processes in orchestrations.
- Create an email template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailTemplates
- Delete an email template
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}
- Get all email templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates
- Get an email template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}
- Get an email template with evaluated tokens
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/action/getMergedEmailContent
- Update an email template
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}
Email Templates/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}
Email Templates/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Email Templates/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Email Templates/Email Template Translations
The email template translations resource is used to view, create, update, and delete the email template translations.
- Create an email template translation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations
- Delete an email template translation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}
- Get all email template translations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations
- Get an email template translation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}
- Update an email template translation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}
Email Templates/Email Template Translations/Large Object (LOB) Attributes - EmailBody
- Delete an EmailBody
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}/enclosure/EmailBody
- Get an EmailBody
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}/enclosure/EmailBody
- Replace an EmailBody
- Method: putPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateTranslations/{EmailTemplateTranslationsUniqID}/enclosure/EmailBody
Email Templates/Email Template Usages
Email template usage tracks information about applications using an email template. This information is used to prevent deletion of email templates that are in use.
- Create an email template usage
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateUsages
- Delete an email template usage
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateUsages/{TemplateUsageId}
- Get all email template usages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateUsages
- Get an email template usage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateUsages/{TemplateUsageId}
- Update an email template usage
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/child/EmailTemplateUsages/{TemplateUsageId}
Email Templates/Large Object (LOB) Attributes - EmailBody
- Delete an EmailBody
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/enclosure/EmailBody
- Get an EmailBody
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/enclosure/EmailBody
- Replace an EmailBody
- Method: putPath:
/crmRestApi/resources/11.13.18.05/emailTemplates/{TemplateNumber}/enclosure/EmailBody
Email Verifications
The email verifications resource is used to view and create email verification. It is used to build integrations and automate workflows for verifying the email address.
- Create an email verification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/emailVerification
- Delete an email verification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/emailVerification/{Id}
- Get all email verifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailVerification
- Get an email verification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/emailVerification/{Id}
- Patch an email verification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/emailVerification/{Id}
Entitlements
The entitlements resource is used to view the subscription entitlement. The entitlements object has the details such as entitlement source, coverage name, covered product name.
- Create a subscription entitlement
- Method: postPath:
/crmRestApi/resources/11.13.18.05/entitlements
- Get a subscription entitlement
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}
- Get all subscription entitlements
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements
Entitlements/Entitlement Details
The entitlement details resource is used to view the subscription entitlement details. The entitlement details object has the details such as entitlement source, coverage name, entitlment matrix results.
- Get a subscription entitlement detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}
- Get all subscription entitlement details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails
Entitlements/Entitlement Details/Charge Adjustments
The charge adjustments resource is used to view the subscription entitlement charge adjustments. The charge adjustment object has the details such as service activity name, billing type, adjustment type, adjustment value.
- Get a subscription coverage adjustments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/chargeAdjustments/{ChargeDiscountId}
- Get all subscription coverage adjustments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/chargeAdjustments
Entitlements/Entitlement Details/Entitlement Results
The entitlement results resource is used to view the subscription entitlement results. The entitlement results object has the details such as schedule,matrix result.
- Get a subscription entitlement result
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/entitlementResults/{EntitlementsResultId}
- Get all subscription entitlement results
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/entitlementResults
Entitlements/Entitlement Details/Standard Coverages
The standard coverages resource is used to view, create, update, and delete a standard coverage. It provides details of standard coverage information.
- Get a standard coverage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/subscriptionCoverageHeader/{CoverageHeaderId}
- Get all standard coverages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/entitlements/{EntitlementsInputPuid}/child/entitlementDetails/{EntitlementsId}/child/subscriptionCoverageHeader
Export Activities
The export activities resource is used to view, create, and update large volumes of data. Bulk export can be used to export flat or hierarchical object data from target tables. The resource can also be used to export hierarchy trees with multiple levels.
- Create a bulk export activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities
- Get a bulk export activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}
- Get all bulk export activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities
- Update a bulk export activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}
Export Activities/Export Attachments
The attachment resource is used to export attachments for an object.
- Get all attachment details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments
- Get an attachment detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments/{AttachmentsUniqID}
Export Activities/Export Attachments/Large Object (LOB) Attributes - File Contents
The contents of the attachment.
- Delete a File Contents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a File Contents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a File Contents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Export Activities/Export Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Export Activities/Export Child Object Activities
The export child object activities resource is used to view, create, and update the large volumes of the child object data from target tables. The child bulk export activity resource can also be used to export hierarchy trees with multiple levels.
- Create a child bulk export activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity
- Get a bulk export activity child object detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}
- Get all bulk export activity child object details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity
- Update a bulk export activity child object detail
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}
Export Activities/Export Child Object Activities/Export Child Object Activities
The export child object activities resource is used to view, create, and update the large volumes of the child object data from target tables. The child bulk export activity resource can also be used to export hierarchy trees with multiple levels.
- Create a child bulk export activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}/child/childBulkExportActivity
- Get a bulk export activity child object detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}/child/childBulkExportActivity/{ExportObject2}
- Get all bulk export activity child object details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}/child/childBulkExportActivity
- Update a bulk export activity child object detail
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/child/childBulkExportActivity/{ExportObject}/child/childBulkExportActivity/{ExportObject2}
Export Activities/Large Object (LOB) Attributes - Error Export File Contents
The contents of the attached export error file.
- Get an Error Export File Contents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/enclosure/ErrorReportFileContents
Export Activities/Large Object (LOB) Attributes - Export File Contents
The contents of the attached export file.
- Get an Export File Contents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/bulkExportActivities/{BulkExportJobId}/enclosure/ExportFileContents
Feed Configurations
The feed configurations resource is used to create, update, and delete feed configuration.
- Clone Feed Configuration
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/action/clone
- Create a feed configuration
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations
- Delete a feed configuration
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}
- Get a feed configuration
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}
- Get all feed configurations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations
- Update a feed configuration
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}
- Upgrade Feed Confguration
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/action/upgrade
Feed Configurations/Feed Objects
The feed objects resource is used to create, update, and delete the objects of a feed configuration.
- Create a feed object
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject
- Delete a feed object
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}
- Get a feed object
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}
- Get all feed objects
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject
- Update a feed object
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}
Feed Configurations/Feed Objects/Feed Events
The feed events resource is used to create, update, and delete the events of the feed objects.
- Create a feed event
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent
- Delete a feed event
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}
- Get a feed event
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}
- Get all feed events
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent
- Update a feed event
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}
Feed Configurations/Feed Objects/Feed Events/Feed Attributes
The feed attributes resource is used to create, update, and delete the attributes of the feed objects.
- Create a feed attribute
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr
- Delete a feed attribute
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}
- Get a feed attribute
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}
- Get all feed attributes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr
- Update a feed attribute
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}
Feed Configurations/Feed Objects/Feed Events/Feed Attributes/Large Object (LOB) Attributes - Feed Attribute Details
The CLOB that contains additional information of JSON.
- Delete a Feed Attribute Details
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
- Get a Feed Attribute Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
- Replace a Feed Attribute Details
- Method: putPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
Feed Configurations/Feed Objects/Feed Events/Large Object (LOB) Attributes - Feed Event Details
This CLOB field contains additional information of JSON.
- Delete a Feed Event Details
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/enclosure/FeedEventDetails
- Get a Feed Event Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/enclosure/FeedEventDetails
- Replace a Feed Event Details
- Method: putPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedEvent/{FeedEventId}/enclosure/FeedEventDetails
Feed Configurations/Feed Objects/Feed Attributes
The feed attributes resource is used to create, update, and delete the attributes of the feed objects.
- Create a feed attribute
- Method: postPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr
- Delete a feed attribute
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}
- Get a feed attribute
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}
- Get all feed attributes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr
- Update a feed attribute
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}
Feed Configurations/Feed Objects/Feed Attributes/Large Object (LOB) Attributes - Feed Attribute Details
The CLOB that contains additional information of JSON.
- Delete a Feed Attribute Details
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
- Get a Feed Attribute Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
- Replace a Feed Attribute Details
- Method: putPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedAttr/{FeedAttributeId}/enclosure/FeedAttrDetails
Feed Configurations/Feed Objects/Feed Supported Attributes
The feed attributes LOV resource is used to view the LOVs for feed attributes.
- Get a feed attributes LOV
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedSupportedAttributes/{AttributeName}
- Get all feed attribute LOVs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/child/FeedSupportedAttributes
Feed Configurations/Feed Objects/Large Object (LOB) Attributes - Feed Object Details
This CLOB field contains the additional information of JSON.
- Delete a Feed Object Details
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/enclosure/FeedObjectDetails
- Get a Feed Object Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/enclosure/FeedObjectDetails
- Replace a Feed Object Details
- Method: putPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedObject/{FeedObjectId}/enclosure/FeedObjectDetails
Feed Configurations/Feed Supported Attributes
The feed attributes LOV resource is used to view the LOVs for feed attributes.
- Get a feed attributes LOV
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedSupportedAttributes/{AttributeName}
- Get all feed attribute LOVs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedSupportedAttributes
Feed Configurations/Feed Supported Objects
The feed objects LOV resource is used to view the LOVs for feed objects.
- Get a feed object LOV
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedSupportedObjects/{Id}
- Get all feed object LOVs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/feedConfigurations/{FeedId}/child/FeedSupportedObjects
Field Groups
The field groups resource is used to view, create, update, and delete field groups. It's used to group fields of an object such as service requests.
- Create a field group
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldGroups
- Delete a field group
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}
- Get a field group
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}
- Get all field groups
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups
- Publish field security meta data
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/action/publishFieldSecurityMetadata
- Update a field group
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}
Field Groups/Field Group Fields
The field group fields resource is used to view, create, update, and delete fields from a field group. The field groups contain the fields that are part of the field group.
- Create a field group field
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/fields
- Delete a field group field
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/fields/{FieldNumber}
- Get a field group field
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/fields/{FieldNumber}
- Get all field group fields
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/fields
- Update a field group field
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/fields/{FieldNumber}
Field Groups/Field Group Permissions
The field group permissions resource is used to view, create, update, and delete field group permissions. Field group permissions contain the association between field groups and access groups. It indicates members of which access group have access to a set of object fields.
- Create a field group permission
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/permissions
- Delete a field group permission
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/permissions/{PermissionNumber}
- Get a field group permission
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/permissions/{PermissionNumber}
- Get all field group permissions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/permissions
- Update a field group permission
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldGroups/{FieldGroupNumber}/child/permissions/{PermissionNumber}
Field Service Connections
A field service connection is a configuration record used to hold information about the connections that are available.
- Create a connection
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldServiceConnections
- Delete a connection
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldServiceConnections/{ConnectionCd}
- Get a connection
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceConnections/{ConnectionCd}
- Get all connections
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceConnections
- Update a connection
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldServiceConnections/{ConnectionCd}
Field Service Schedulers
A work order scheduler is defined in Service but populated from an API call to Oracle Field Service. It allows the scheduling of a technician in Oracle Field Service to a Service work order. The field service scheduler resource provides the configuration details about a scheduler including the name, description, scheduler type, quota values, and active status.
- Create a scheduler
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers
- Delete a scheduler
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}
- Get a scheduler
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}
- Get all schedulers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers
- Update a scheduler
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}
Field Service Schedulers/Scheduler Filters
Scheduler filters identify the filter criteria that are being applied to the API call to Oracle Field Service to retrieve scheduling data. For example, the fitness formula values for work skill, work zone, and work time.
- Create a scheduler filter
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerFilters
- Delete a scheduler filter
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerFilters/{SchedulerFilterId}
- Get a scheduler filter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerFilters/{SchedulerFilterId}
- Get all scheduler filters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerFilters
- Update a scheduler filter
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerFilters/{SchedulerFilterId}
Field Service Schedulers/Scheduler Roles
Scheduler roles identify all the CRM and SCM job roles defined in IT Security Manager that have been assigned to a specific scheduler. The roles are used to determine which scheduler a user will see when scheduling a work order.
- Create a scheduler role
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerRoles
- Delete a scheduler role
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerRoles/{SchedulerRoleId}
- Get a scheduler role
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerRoles/{SchedulerRoleId}
- Get all scheduler roles
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerRoles
- Update a scheduler role
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/schedulerRoles/{SchedulerRoleId}
Field Service Schedulers/Scheduler Translations
Scheduler translations contain the translated scheduler configuration attributes such as the scheduler name and description. These are displayed to the user when viewing a scheduler.
- Create a scheduler translation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/translations
- Delete a scheduler translation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/translations/{translationsUniqID}
- Get a scheduler translation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/translations/{translationsUniqID}
- Get all scheduler translations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/translations
- Update a scheduler translation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/fieldServiceSchedulers/{SchedulerCd}/child/translations/{translationsUniqID}
Forecasts
The forecasts resource is used to view and update a territory forecast. A territory forecast is the sum of the all the opportunity item sales that occurred in a territory in a specific time period.
- Get a territory forecast
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}
- Get all territory forecasts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts
- Update a territory forecast
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}
Forecasts/Adjustment Periods
The forecast adjustment periods resource is used to view and update the time period adjustment applied to a territory forecast.
- Get a period adjustment for a forecast
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastAdjustmentPeriods/{FcstAdjustPeriodId}
- Get all period adjustments for a forecast
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastAdjustmentPeriods
- Update a period adjustment for a forecast
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastAdjustmentPeriods/{FcstAdjustPeriodId}
Forecasts/Forecast Items
The forecast items resource is used view and update the items associated with a forecast.
- Get a forecast item
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/ForecastItemDetail/{ForecastItemDetailUniqID}
- Get all forecast items
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/ForecastItemDetail
- Update a forecast item
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/ForecastItemDetail/{ForecastItemDetailUniqID}
Forecasts/Forecast Products
The forecast products resource is used to view and update the products associated with a forecast. The forecast products resource displays forecasts categorized by product.
- Get a forecast product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts/{FcstProductId}
- Get all forecast products
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts
- Update a forecast product
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts/{FcstProductId}
Forecasts/Forecast Products/Product Adjustment Periods
The forecast product adjustment periods resource is used to view and update the time period adjustment applied to a forecast product.
- Get a period adjustment for a forecast product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts/{FcstProductId}/child/forecastProductAdjustmentPeriods/{FcstAdjustPeriodId}
- Get all period adjustments for a forecast product
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts/{FcstProductId}/child/forecastProductAdjustmentPeriods
- Update a period adjustment for a forecast product
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/forecastProducts/{FcstProductId}/child/forecastProductAdjustmentPeriods/{FcstAdjustPeriodId}
Forecasts/Revenue Items
The revenue items resource is used to view the revenue items that are not included in the forecast associated with a territory.
- Get all unforecasted revenue items
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/unforecastedPipeline
- Get an unforecasted revenue item
- Method: getPath:
/crmRestApi/resources/11.13.18.05/territoryForecasts/{ForecastParticipantId}/child/unforecastedPipeline/{unforecastedPipelineUniqID}
Geographies
The geographies resource is used to view a list of geographies.
- Get a geography
- Method: getPath:
/crmRestApi/resources/11.13.18.05/geographies/{GeographyId}
- Get all geographies
- Method: getPath:
/crmRestApi/resources/11.13.18.05/geographies
Geography Zones
The geography zones resource is used to view the zones related to a geography.
- Get a geography zone
- Method: getPath:
/crmRestApi/resources/11.13.18.05/geoZones/{ZoneId}
- Get all geography zones
- Method: getPath:
/crmRestApi/resources/11.13.18.05/geoZones
Goal Metric
Goal Metrics
- Get a Goal Metric
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics/{goalMetricsUniqID}
- Get all Goal Metrics
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics
Goal Metric/Goal Metric Breakdowns
The goal metric breakdown resource is used to view breakdowns for a goal metric.
- Get a goal metric breakdown
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics/{goalMetricsUniqID}/child/GoalMetricBreakdown/{GoalMetricBreakdownUniqID}
- Get all goal metric breakdowns
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics/{goalMetricsUniqID}/child/GoalMetricBreakdown
Goal Metric/Goal Metric Detail
Goal Metric Details
- Get a Goal Metric Detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics/{goalMetricsUniqID}/child/GoalMetricDetails/{GoalMetricDetailsUniqID}
- Get all Goal Metric Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goalMetrics/{goalMetricsUniqID}/child/GoalMetricDetails
Goals
Goals
- Create a goal
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals
- Delete a goal
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}
- Get a goal
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}
- Get all goals
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals
- Update a goal
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}
Goals/Goal History
Goal History
- Create a goal history record
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalHistory
- Delete a goal history record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalHistory/{GoalHistoryUniqID}
- Get a goal history record
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalHistory/{GoalHistoryUniqID}
- Get all goal history records
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalHistory
- Update a goal history record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalHistory/{GoalHistoryUniqID}
Goals/Goal Metric
Goal Metrics
- Create a goal
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics
- Get a Goal Metric
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}
- Get a Goal Metric
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}
- Get a Goal Metric
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}
- Get all Goal Metrics
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics
Goals/Goal Metric/Goal Metric Breakdowns
The goal metric breakdown resource is used to view breakdowns for a goal metric.
- Create goal metric breakdowns
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricBreakdown
- Delete a goal metric breakdown record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricBreakdown/{GoalMetricBreakdownUniqID}
- Get a goal metric breakdown
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricBreakdown/{GoalMetricBreakdownUniqID}
- Get a goal metric detail record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricBreakdown/{GoalMetricBreakdownUniqID}
- Get all goal metric breakdowns
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricBreakdown
Goals/Goal Metric/Goal Metric Detail
Goal Metric Details
- Create a goal metric detail record
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricDetails
- Delete a goal metric detail record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricDetails/{GoalMetricDetailsUniqID}
- Get a Goal Metric Detail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricDetails/{GoalMetricDetailsUniqID}
- Get all Goal Metric Details
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricDetails
- Update a goal metric detail record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalMetrics/{GoalMetricsUniqID}/child/GoalMetricDetails/{GoalMetricDetailsUniqID}
Goals/Goal Participants
Goal Participants
- Create a goal participant
- Method: postPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalParticipants
- Delete a goal participant
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalParticipants/{GoalParticipantId}
- Get a goal participant
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalParticipants/{GoalParticipantId}
- Get all goal participants
- Method: getPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalParticipants
- Update a goal participant
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/goals/{GoalNumber}/child/GoalParticipants/{GoalParticipantId}
HR Helpdesk Service Requests
The HR help desk service requests resource is used to view, create, update, and delete a request. It is a document to track a request for service from the time the person makes the request until the request is resolved. For example, an employee logs a service request that their last paycheck has not deposited.
- Copy attachments to message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/action/copyAttachmentsToMessage
- Create a service request
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests
- Create an attachment for an HR help desk request
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/action/copySRAttachments
- Delete a service request
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}
- Get a service request
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}
- Get all service requests
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests
- Get service request milestone diagnostics
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/action/processSrMilestones
- Refresh service request milestones
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/action/getSrMilestoneDiagnostics
- Send an email to SR message recipients
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/action/sendEmailForSrMessage
- Update a service request
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}
HR Helpdesk Service Requests/Activities
The activities resource is used to view, create, update, and delete an activity.
- Create activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/action/createActivitiesFromTemplate
- Create an activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities
- Create multiple activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/action/createMultipleActivitiesFromTemplate
- Delete an activity
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}
- Get all activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities
- Get an activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}
- Send notifications to resources
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/action/sendNotificationToResources
- Update an activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}
- Update an activity wrap up
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/action/updateActivityWrapup
HR Helpdesk Service Requests/Activities/Large Object (LOB) Attributes - ActivityDescription
- Delete an ActivityDescription
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
- Get an ActivityDescription
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
- Replace an ActivityDescription
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
HR Helpdesk Service Requests/Activities/Large Object (LOB) Attributes - ActivityMtgMinutes
- Delete an ActivityMtgMinutes
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
- Get an ActivityMtgMinutes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
- Replace an ActivityMtgMinutes
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
HR Helpdesk Service Requests/Activities/Large Object (LOB) Attributes - WebConferenceDetails
- Delete a WebConferenceDetails
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
- Get a WebConferenceDetails
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
- Replace a WebConferenceDetails
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
HR Helpdesk Service Requests/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}
HR Helpdesk Service Requests/Attachments/Attached Documents Descriptive Flexfield
The operations from the HR Helpdesk Service Requests/Attachments/Attached Documents Descriptive Flexfield category.
- Create descriptive flexfield values for attached documents
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get a descriptive flexfield value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get all descriptive flexfield values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Update descriptive flexfield values for attached documents
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
HR Helpdesk Service Requests/Attachments/Attachments Preview
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
HR Helpdesk Service Requests/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
HR Helpdesk Service Requests/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
HR Helpdesk Service Requests/Contact Members
The list of contacts associated to the serivce request.
- Create a contact member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/contacts
- Delete a contact member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/contacts/{MemberId}
- Get a contact member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/contacts/{MemberId}
- Get all contact members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/contacts
- Update a contact member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/contacts/{MemberId}
HR Helpdesk Service Requests/Interaction References
Indicates the list of interaction references for a service request.
- Get a service request interaction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srInteractionReferences/{ReferenceId}
- Get all service request interactions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srInteractionReferences
HR Helpdesk Service Requests/Interaction References/Large Object (LOB) Attributes - Payload
- Delete a Payload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
- Get a Payload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
- Replace a Payload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
HR Helpdesk Service Requests/Messages
The list of service request messages.
- Create a message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages
- Delete a message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}
- Get a message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}
- Get all messages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages
- Update a message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}
HR Helpdesk Service Requests/Messages/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
HR Helpdesk Service Requests/Messages/Attachments/Attached Documents Descriptive Flexfield
The operations from the HR Helpdesk Service Requests/Messages/Attachments/Attached Documents Descriptive Flexfield category.
- Create descriptive flexfield values for attached documents
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get a descriptive flexfield value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get all descriptive flexfield values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Update descriptive flexfield values for attached documents
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
HR Helpdesk Service Requests/Messages/Attachments/Attachments Preview
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
HR Helpdesk Service Requests/Messages/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
HR Helpdesk Service Requests/Messages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
HR Helpdesk Service Requests/Messages/Large Object (LOB) Attributes - MessageContent
- Delete a MessageContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
- Get a MessageContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
- Replace a MessageContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
HR Helpdesk Service Requests/Messages/Service Request Message Communications
The channel communications resource is used to view, create, update, and delete a channel communication. It's information about the communication between support agents and workers. For example, the type of information recorded about communications include message identifiers, contact identifiers, and contact point identifiers.
- Create a channel communication record for an SR message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication
- Delete a channel communication record for an SR message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
- Get a channel communication record for an SR message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
- Get all channel communication records for an SR message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication
- Update a channel communication record for an SR message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
HR Helpdesk Service Requests/Milestones
Indicates the milestone associated with the service request.
- Get a service request milestone
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srMilestone/{SrMilestoneId}
- Get all service request milestones
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srMilestone
- Update a service request milestone
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srMilestone/{SrMilestoneId}
HR Helpdesk Service Requests/Milestones/Milestones History
The list of changes in the service request milestone status.
- Get a service request milestone history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srMilestone/{SrMilestoneId}/child/SrMilestoneHistory/{HistoryId}
- Get all service request milestone history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srMilestone/{SrMilestoneId}/child/SrMilestoneHistory
HR Helpdesk Service Requests/References
The list of other objects associated to the service request. E.g. Knowledge articles.
- Create a service request reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srReferences
- Delete a service request reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srReferences/{ReferenceId}
- Get a service request reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srReferences/{ReferenceId}
- Get all service request references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srReferences
- Update a service request reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srReferences/{ReferenceId}
HR Helpdesk Service Requests/Resources
The list of resources associated to the service request.
- Create a resource member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/resourceMembers
- Delete a resource member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/resourceMembers/{MemberId}
- Get a resource member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/resourceMembers/{MemberId}
- Get all resource members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/resourceMembers
- Update a resource member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/resourceMembers/{MemberId}
HR Helpdesk Service Requests/Service Request Message Communications
The channel communications resource is used to view, create, update, and delete a communication. It contains information about the communication between support agents and workers. For example, the type of information recorded about communications include message identifiers, contact identifiers, and contact point identifiers.
- Create a channel communication record for an SR
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/channelCommunication
- Delete an SR channel communication record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
- Get a channel communication record for an SR
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
- Get all channel communications records for an SR
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/channelCommunication
- Update an SR channel communication record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
HR Helpdesk Service Requests/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/action/processMassAction
HR Helpdesk Service Requests/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/enclosure/ActionIntent
HR Helpdesk Service Requests/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionRequestPayload/{hrHelpDeskRequests_smartActions_UserActionRequestPayload_Id}
HR Helpdesk Service Requests/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionNavigation/{hrHelpDeskRequests_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/smartActions/{hrHelpDeskRequests_smartActions_Id}/child/UserActionURLBinding/{hrHelpDeskRequests_smartActions_UserActionURLBinding_Id}
HR Helpdesk Service Requests/Tags
The tags resource is used to create, view, and delete keywords or terms assigned to a service request. Tags help in describing and classifying a service request.
- Create a tag
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srTags
- Delete a tag
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srTags/{srTagsUniqID}
- Get a tag
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srTags/{srTagsUniqID}
- Get all tags
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hrHelpDeskRequests/{SrId}/child/srTags
Households
The household resource is used to view, create, update, and delete a household. A household is a party consisting of a collection of persons and organizations. A household, similar to a person or organization, can enter into a business relationship with other parties and can be assigned to opportunities and leads. A household can also have members of party type person or organization.
- Create a household
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households
- Delete a household
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}
- Get a household
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}
- Get all households
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households
- Update a household
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}
Households/Additional Identifiers
The additional identifiers resource is used to view, create, update, and delete an additional identifiers such as driver's license number or passport number.
- Create an additional identifier
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalIdentifier
- Delete an additional identifier
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Get all additional identifiers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalIdentifier
- Get an additional identifier
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Update an additional identifier
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
Households/Additional Names
The additional name resource is used to view, create, update, and delete additional names associated with an account. You can use the resource to capture other names associated with an account, such as a maiden name, or a brand name.
- Create an additional name
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalName
- Delete an additional name
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalName/{NameId}
- Get all additional names
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalName
- Get an additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalName/{NameId}
- Update an additional name
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/AdditionalName/{NameId}
Households/Addresses
The addresses resource is used to view, create, update, and delete addresses of a household. An address contains the detailed location information of a household.
- Create an address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address
- Delete an address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}
- Get all addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address
- Get an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}
- Update an address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}
Households/Addresses/Address Locales
The address locales resource is used to view, create, update, and delete the local address. An address locale contains the details about a location or address in the local language.
- Create an address locale
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Delete an address locale
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Get all address locales
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale
- Get an address locale
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
- Update an address locale
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressLocale/{LocationLocaleId}
Households/Addresses/Address Purposes
The address purposes resource is used to view, create, update, and delete the address purpose. The address purpose describes the type of an address, such as a shipping address or a billing address.
- Create an address purpose
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Delete an address purpose
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Get all address purposes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose
- Get an address purpose
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
- Update an address purpose
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId}
Households/Attachments
The attachments resource is used to view, create, update, and delete attachments of a household. An attachment includes additional information about a household.
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Remove an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Replace an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Upload an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment
Households/Attachments/Large Object (LOB) Attributes - FileContents
The contents of the attachment.
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Households/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Households/Aux Classifications
The aux classifications resource is used to view, create, update, and delete the auxiliary classifications of the customers associated with the households. Auxiliary classification enable you to categorize customers into different groups, such as commercial or private.
- Create a customer classification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/CustomerClassification
- Delete a customer classification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get a customer classification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get all customer classifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/CustomerClassification
- Update a customer classification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
Households/Contact Points
The contact points resource is used to view, create, update, and delete contact points for an account. Contact points can be geographical addresses, phone numbers, e-mail IDs, URLs, messenger IDs, and so on.
- Create a contact point
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/ContactPoint
- Delete a contact point
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get a contact point
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get all contact points
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/ContactPoint
- Update a contact point
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/ContactPoint/{ContactPointId}
Households/Notes
The note resource is used to view, create, update, and delete notes associated with a household. A note captures comments, information, or instructions related to a household.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}
Households/Notes/Large Object (LOB) Attributes - Note Text
The column which will store the actual note text.
- Delete a Note Text
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a Note Text
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a Note Text
- Method: putPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Households/Primary Addresses
The primary addresses resource is used to view, create, update, and delete the primary addresses of the households. A primary address is the default communication address of a household.
- Create a primary address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/PrimaryAddress
- Delete a primary address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get a primary address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
- Get all primary addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/PrimaryAddress
- Update a primary address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/PrimaryAddress/{AddressNumber}
Households/Relationships
The relationships resource is used to view, create, and update household relationships. A household relationship is the interconnection between parties, such as employee or board member.
- Create a relationship
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Relationship
- Delete a relationship
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get a relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get all relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Relationship
- Update a relationship
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/Relationship/{RelationshipRecId}
Households/Sales Account Resources
Sales account resources is used to view, create, update, and delete a resource party that is assigned to a sales account team. A sales account team member has a defined access role for the sales account.
- Create a sales team member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SalesTeamMember
- Delete a sales team member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get a sales team member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
- Get all sales team members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SalesTeamMember
- Update a sales team member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SalesTeamMember/{TeamMemberId}
Households/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/action/processMassAction
Households/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/enclosure/ActionIntent
Households/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionRequestPayload/{households_smartActions_UserActionRequestPayload_Id}
Households/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionNavigation/{households_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/smartActions/{households_smartActions_Id}/child/UserActionURLBinding/{households_smartActions_UserActionURLBinding_Id}
Households/Source System References
The source system references resource is used to view, create, update, and delete source systems. A source system is an external system from which you import data.
- Create a source system reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SourceSystemReference
- Delete a source system reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get a source system reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get all source system references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SourceSystemReference
- Update a source system reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/households/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
Hub Organizations
The organizations resource is used to view, create, update, and delete an organization. An organization is an entity with whom you have a business relationship.
- Create an organization
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations
- Delete an organization
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}
- Find duplicates
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/action/findDuplicates
- Get all organizations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations
- Get an organization
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}
- Promote the selected account in the duplicate set
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/action/promoteDuplicateParty
- Update an organization
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}
Hub Organizations/Additional Identifiers
The additional identifiers resource is used to view, create, update, and delete an additional identifiers such as driver's license number or passport number.
- Create an additional identifier
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalIdentifier
- Delete an additional identifier
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Get all additional identifiers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalIdentifier
- Get an additional identifier
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Update an additional identifier
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
Hub Organizations/Additional Names
The additional names resource is used to view, create, update, and delete additional names associated with an account. The resource allows you to capture other names associated with an account, such as a maiden name, or a brand name.
- Create an additional name
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalName
- Delete an additional name
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalName/{NameId}
- Get all additional names
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalName
- Get an additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalName/{NameId}
- Update an additional name
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/AdditionalName/{NameId}
Hub Organizations/Addresses
The addresses resource is used to view, create, update, and delete an address. It is an object that includes attributes used to store values while creating or updating an address. An address represents the location information of an account, contact or household.
- Create an address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Address
- Delete an address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Address/{AddressNumber}
- Get all addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Address
- Get an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Address/{AddressNumber}
- Update an address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Address/{AddressNumber}
Hub Organizations/Contact Points
The contact points resource is used to view, create, update, and delete a contact point. It is an object that includes attributes used to store values while creating or updating the contact point. The Contactpoint describes the types of contact points. For example, phone, email, web etc.
- Create a contact point
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/ContactPoint
- Delete a contact point
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get a contact point
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get all contact points
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/ContactPoint
- Update a contact point
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/ContactPoint/{ContactPointId}
Hub Organizations/Customer Classifications
The customer classifications resource is used to view, create, update, and delete a customer classification. It is an object that includes attributes used to store values while creating or updating a code assignment. A code assignment represents the classification category and classification code information of an account, contact, or household.
- Create a customer classification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/CustomerClassification
- Delete a customer classification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get a customer classification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get all customer classifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/CustomerClassification
- Update a customer classification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
Hub Organizations/Duplicate Parties
The duplicate parties resource is used to view, create, and delete all the duplicate parties for the given organization.
- Create a duplicate party
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/DuplicateParty
- Delete a duplicate party
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/DuplicateParty/{PartyNumber2}
- Get a duplicate party
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/DuplicateParty/{PartyNumber2}
- Get all duplicate parties
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/DuplicateParty
- Update a linked party
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/DuplicateParty/{PartyNumber2}
Hub Organizations/Large Object (LOB) Attributes - D&B Business Report
The Dun & Bradstreet business information report.
- Delete a D&B Business Report
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/enclosure/BusinessReport
- Get a D&B Business Report
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/enclosure/BusinessReport
- Replace a D&B Business Report
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/enclosure/BusinessReport
Hub Organizations/Linked Parties
The linked parties resource is used to view, create, and delete all the linked parties for the given organization.
- Create a link party
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/LinkedParty
- Delete a link party
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/LinkedParty/{LinkedPartyUniqID}
- Get a link party
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/LinkedParty/{LinkedPartyUniqID}
- Get all link parties
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/LinkedParty
- Update a linked party
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/LinkedParty/{LinkedPartyUniqID}
Hub Organizations/Notes
The notes resource is used to view, create, update, and delete a note. It is a note data object that captures comments, information or instructions for an Oracle Fusion Applications business object.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}
Hub Organizations/Notes/Large Object (LOB) Attributes - NoteTxt
- Delete a NoteTxt
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a NoteTxt
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a NoteTxt
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Hub Organizations/Organization Attachments
The organization attachments resource is used to view, create, update, and delete attachments of an organization.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}
Hub Organizations/Organization Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Hub Organizations/Organization Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Hub Organizations/Party Usage Assignments
The party usage assignments resource is used to view, create, update, and delete a party usage assignment. It is the party usage assignment associated with a trading community member.
- Create a usage assignment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/UsageAssignment
- Delete a usage assignment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
- Get a usage assignment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
- Get all usage assignments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/UsageAssignment
- Update a usage assignment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
Hub Organizations/Relationships
The relationships resource is used to view, create, update, and delete a relationship. It is an object that includes attributes used to store values while creating or updating a relationship. This object stores attributes that define and categorizes a relationship between 2 entities such as account, contact and household.
- Create a relationship
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Relationship
- Delete a relationship
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get a relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get all relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Relationship
- Update a relationship
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/Relationship/{RelationshipRecId}
Hub Organizations/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/action/processMassAction
Hub Organizations/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/enclosure/ActionIntent
Hub Organizations/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionRequestPayload/{hubOrganizations_smartActions_UserActionRequestPayload_Id}
Hub Organizations/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionNavigation/{hubOrganizations_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/smartActions/{hubOrganizations_smartActions_Id}/child/UserActionURLBinding/{hubOrganizations_smartActions_UserActionURLBinding_Id}
Hub Organizations/Source System References
The source system references resource is used to view, create, update, and delete a source system reference. It is an external system from which data can be imported into the trading community registry.
- Create a source system reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/SourceSystemReference
- Delete a source system reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get a source system reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get all source system references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/SourceSystemReference
- Update a source system reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubOrganizations/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
Hub Persons
The hub person resource is used to view, create, update, and delete person. An person is an entity with whom you have a business relationship.
- Create a person
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons
- Delete a person
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}
- Find duplicates
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/action/findDuplicates
- Get a person
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}
- Get all persons
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons
- Update a person
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}
Hub Persons/Additional Identifiers
The additional identifiers resource is used to view, create, update, and delete an additional identifiers such as driver's license number or passport number.
- Create an additional identifier
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalIdentifier
- Delete an additional identifier
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Get all additional identifiers
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalIdentifier
- Get an additional identifier
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
- Update an additional identifier
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalIdentifier/{PartyIdentifierId}
Hub Persons/Additional Names
The additional name resource is used to view, create, update, and delete additional names associated with a person. The resource allows you to capture other names associated with a person such as a maiden name, or a brand name.
- Create an additional name
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalName
- Delete an additional name
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalName/{NameId}
- Get all additional names
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalName
- Get an additional name
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalName/{NameId}
- Update an additional name
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/AdditionalName/{NameId}
Hub Persons/Addresses
The addresses resource is used to view, create, update, and delete an address, It is an object that includes attributes used to store values while creating or updating an address. An address represents the location information of an account, contact or household.
- Create an address
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Address
- Delete an address
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Address/{AddressNumber}
- Get all addresses
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Address
- Get an address
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Address/{AddressNumber}
- Update an address
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Address/{AddressNumber}
Hub Persons/Attachments
The person attachments resource is used to view, create, update, and delete attachments of a person.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}
Hub Persons/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Hub Persons/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Hub Persons/Contact Points
The contact points resource is used to view, create, update, and delete a contact point. It is an object that includes attributes used to store values while creating or updating the contact point. The contact point describes the types of contact points. For example, phone, email, or web.
- Create a contact point
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint
- Delete a contact point
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get a contact point
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint/{ContactPointId}
- Get all contact points
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint
- Update a contact point
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint/{ContactPointId}
Hub Persons/Customer Classifications
The customer classifications resource is used to view, create, update, and delete a customer classification. It is an object that includes attributes used to store values while creating or updating a code assignment. A code assignment represents the classification category and classification code information of an account, contact, or household.
- Create a customer classification
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/CustomerClassification
- Delete a customer classification
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get a customer classification
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
- Get all customer classifications
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/CustomerClassification
- Update a customer classification
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId}
Hub Persons/Notes
The notes resource is used to view, create, update, and delete a note. A note data object captures comments, information, or instructions for an Oracle Fusion Applications business object.
- Create a note
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note
- Delete a note
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}
- Get a note
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}
- Get all notes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note
- Update a note
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}
Hub Persons/Notes/Large Object (LOB) Attributes - NoteTxt
- Delete a NoteTxt
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Get a NoteTxt
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
- Replace a NoteTxt
- Method: putPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Note/{NoteId}/enclosure/NoteTxt
Hub Persons/Relationships
The relationships resource is used to view, create, update, and delete a relationship. It is an object that includes attributes used to store values while creating or updating a relationship. This object stores attributes that define and categorizes a relationship between two entities such as account, contact, and household.
- Create a relationship
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Relationship
- Delete a relationship
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get a relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Relationship/{RelationshipRecId}
- Get all relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Relationship
- Update a relationship
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/Relationship/{RelationshipRecId}
Hub Persons/Source System References
The source system references resource is used to view, create, update, and delete a source system reference. It is an external system from which data can be imported into the trading community registry.
- Create a source system reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/SourceSystemReference
- Delete a source system reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get a source system reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
- Get all source system references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/SourceSystemReference
- Update a source system reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/SourceSystemReference/{SourceSystemReferenceId}
Hub Persons/Usage Assignments
The party usage assignments resource is used to view, create, update, and delete a party usage assignment. It is the party usage assignment associated with a trading community member.
- Create a usage assignment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/UsageAssignment
- Delete a usage assignment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
- Get a usage assignment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
- Get all usage assignments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/UsageAssignment
- Update a usage assignment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/UsageAssignment/{PartyUsageAssignmentId}
Import Activities
The import activities resource is used to view, create, and update data from a flat file into object related tables in the target database.
- Create a file import activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/importActivities
- Get a file import activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importActivities/{ImportActivityId}
- Get all file import activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importActivities
- Update a file import activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/importActivities/{ImportActivityId}
Import Activities/Import Activity Data Files
The import activity data files resource is used to view and create the data files that contain the information that is to be imported.
- Create a file import activity data file
- Method: postPath:
/crmRestApi/resources/11.13.18.05/importActivities/{ImportActivityId}/child/DataFiles
- Get a file import activity data file
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importActivities/{ImportActivityId}/child/DataFiles/{InputFileContentId}
- Get all file import activity data files
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importActivities/{ImportActivityId}/child/DataFiles
Import Activity Maps
The import activity maps resource is used to view, create, update, and delete a file import map which can be used for a file-based import activity.
- Create a file import map
- Method: postPath:
/crmRestApi/resources/11.13.18.05/importMappings
- Delete a file import map
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}
- Get a file import map
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}
- Get all file import maps
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importMappings
- Update a file import map
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}
Import Activity Maps/Import Activity Map Columns
The import mapping columns resource is used to view, create, update, and delete an entry in a file import map which shows the mapping between a source CSV file column header and a file import object attribute.
- Create a file import map column
- Method: postPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}/child/ImportMappingColumns
- Delete a file import map column
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}/child/ImportMappingColumns/{MappingColumnNumber}
- Get a file import map column
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}/child/ImportMappingColumns/{MappingColumnNumber}
- Get all file import map columns
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}/child/ImportMappingColumns
- Update a file import map column
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/importMappings/{MappingNumber}/child/ImportMappingColumns/{MappingColumnNumber}
Import Export Objects Metadata
The import export object metadata resource is used to view the objects which support for file-based import and export.
- Get a file import and export object
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importExportObjectMetadata/{ObjectCode}
- Get all file import and export objects
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importExportObjectMetadata
Import Export Objects Metadata/Import Export Object Attributes
The import export object attributes resource is used to view the attributes of a specific object which support for file-based import and export.
- Get a file import and export object attribute
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importExportObjectMetadata/{ObjectCode}/child/ObjectAttributes/{AttributeCode}
- Get all file import and export object attributes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importExportObjectMetadata/{ObjectCode}/child/ObjectAttributes
Import Export Objects Metadata/Large Object (LOB) Attributes - DownloadTemplate
- Get a DownloadTemplate
- Method: getPath:
/crmRestApi/resources/11.13.18.05/importExportObjectMetadata/{ObjectCode}/enclosure/DownloadTemplate
Inbound Message Filters
The inbound message filter resource is used to view, create, and update the filters setup by the administrator to accept or reject inbound messages. For example, you can create a filter to reject messages from a specific domain.
- Create an inbound message filter
- Method: postPath:
/crmRestApi/resources/11.13.18.05/inboundMsgFilters
- Delete an inbound message filter
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMsgFilters/{FilterId}
- Get all inbound message filters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMsgFilters
- Get an inbound message filter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMsgFilters/{FilterId}
- Update an inbound message filter
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/inboundMsgFilters/{FilterId}
Inbound Messages
The inbound messages resource is used to create, process, view, update, and replace a list of inbound messages received from customers, that need a response. For example, a message indicating that a customer's mobile camera is not functional.
- Delete an inbound message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}
- Get all inbound messages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages
- Get an inbound message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}
- Process an unprocessed inbound message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/inboundMessages
- Process inbound messages
- Method: postPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/action/processInboundMessageList
- Update an inbound message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}
Inbound Messages/Attachments
The attachments resource is used to create, view, update, and delete the list of files sent as attachments with the inbound messages. For example, a document with a screenshot of an error message.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}
Inbound Messages/Attachments/Large Object (LOB) Attributes - File Contents
The contents of the attachment.
- Delete a File Contents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a File Contents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a File Contents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
Inbound Messages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
Inbound Messages/Inbound Message Parts
The inbound message parts resource is used to create, view, update, and delete the list of components of an inbound message, such as From, To, CC, and Importance.
- Create an inbound message part
- Method: postPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/InboundMsgParts
- Delete an inbound message part
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/InboundMsgParts/{InboundMsgPartId}
- Get all inbound message parts
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/InboundMsgParts
- Get an inbound message part
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/InboundMsgParts/{InboundMsgPartId}
- Update an inbound message part
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/child/InboundMsgParts/{InboundMsgPartId}
Inbound Messages/Large Object (LOB) Attributes - Body
The content of the inbound message.
- Delete a Body
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/Body
- Delete a Body
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/PlainTextBody
- Get a Body
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/Body
- Get a Body
- Method: getPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/PlainTextBody
- Replace a Body
- Method: putPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/Body
- Replace a Body
- Method: putPath:
/crmRestApi/resources/11.13.18.05/inboundMessages/{InboundMessageId}/enclosure/PlainTextBody
Incentive Compensation Credit Details
The incentive compensation credit details resource is used to view the details of the participant's credits.
- Get a credit detail
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCreditDetails/{CreditId}
- Get all credit details
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationCreditDetails
Incentive Compensation Earnings
The incentive compensation earnings resource is used to view the details of the participant earnings for a transaction, or a pay period. Incentive compensation earnings store the earnings amount, the compensation plan, and the plan component for which it was earned.
- Get all earnings
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEarnings
- Get an earning
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationEarnings/{EarningId}
Incentive Compensation Expressions
The incentive compensation expressions resource is used to view, create, update, and delete an expression. It can also be used to display all the details of an expression. An expression is used to calculate the attainment using the measure formula, the earning using the incentive formula, the 'from' and 'to' tiers of an expression type rate dimension, or the input to a rate table.
A new expression can be created either with multiple expression details or individually with only one expression, and associate the expression details later.
- Create an expression
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions
- Delete an expression
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}
- Get all expressions
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions
- Get an expression
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}
- Update an expression
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}
Incentive Compensation Expressions/Expression Details
The expression details resource is used to view, create, update, and delete the expression details. It can also be used to display all values of the expression detail. An expression detail breaks up the entire expression into its components (including functions and operators), and allows us to build the expression component by component.
If a new expression details record has to be added, you should ensure it's sequence number is after all the current records. If you provide a sequence number matching an existing expression details record, then it is added after the matching sequence record, and all the following records are moved down.
- Create an expression detail
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionDetails
- Delete an expression detail
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionDetails/{ExpressionDetailId}
- Get all expression details
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionDetails
- Get an expression detail
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionDetails/{ExpressionDetailId}
- Update an expression detail
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionDetails/{ExpressionDetailId}
Incentive Compensation Expressions/Expression Usages
The expression usage resource is used to view how an expression can be used. The system automatically creates usages for a valid expression.
- Get all expression usages
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionUsages
- Get an expression usage
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/child/ExpressionUsages/{ExpressionUsageId}
Incentive Compensation Expressions/Large Object (LOB) Attributes - Expression
- Get an Expression
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationExpressions/{incentiveCompensationExpressionsUniqID}/enclosure/Expression
Incentive Compensation Individual Earnings
The individual earnings resource is used to view the total incentive earnings for an individual participant.
- Get all earnings of a participant
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationIndividualEarningTotals
- Get an earning of a participant
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationIndividualEarningTotals/{incentiveCompensationIndividualEarningTotalsUniqID}
Incentive Compensation Rule Hierarchies
The rule hierarchies resource is used for direct crediting, classification, rollup crediting, team crediting, participant role assignment, and analyst approvals. Rule hierarchies are set of rules arranged in hierarchical fashion, where a child rule inherits the criterion of the parent rule. Rule hierarchies are created and managed for each rule type such as crediting, classification, or rollup.
- Create a rule hierarchy
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies
- Delete a rule hierarchy
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}
- Get a rule hierarchy
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}
- Get all rule hierarchies
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies
- Update a rule hierarchy
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}
Incentive Compensation Rule Hierarchies/Qualifying Criteria
The qualifying criteria resource is used create and view how the transactions are matched for classification and credit processing. Use the Configure Tables and Columns task in the Setup and Maintenance work area to enable application table columns for use as qualifying criteria attributes in classification, direct credit, and participant assignment rules. You can also define your own qualifiers based on a descriptive flex field.
- Create a qualifying criterion
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria
- Delete a qualifying criterion
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}
- Get a qualifying criterion
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}
- Get all qualifying criteria
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria
- Update a qualifying criterion
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}
Incentive Compensation Rule Hierarchies/Qualifying Criteria/Qualifying Attribute Values
The attribute values resource, along with the operators such as Equal to, Like etc., is used create, view, update, or delete the qualifying criterion for a rule.
- Create a qualifying attribute value
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}/child/QualifyingAttributeValues
- Delete a qualifying attribute value
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}/child/QualifyingAttributeValues/{RuleAttributeValueId}
- Get a qualifying attribute value
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}/child/QualifyingAttributeValues/{RuleAttributeValueId}
- Get all qualifying attribute values
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}/child/QualifyingAttributeValues
- Update a qualifying attribute value
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/QualifyingCriteria/{RuleAttributeId}/child/QualifyingAttributeValues/{RuleAttributeValueId}
Incentive Compensation Rule Hierarchies/Rule Assignments
The rule assignments resource is used create, view, update, or delete the receiver of the credits, for a matching transaction, when a rule wins. Classification adds credit categories to matching transactions, and Participant role assignment rules assign eligible roles to matching participants. The rule assignments for Rollup and Team rules are used to create indirect credits.
- Create a rule assignment
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/RuleAssignments
- Delete a rule assignment
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/RuleAssignments/{RuleAssignmentId}
- Get a rule assignment
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/RuleAssignments/{RuleAssignmentId}
- Get all rule assignments
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/RuleAssignments
- Update a rule assignment
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/RuleAssignments/{RuleAssignmentId}
Incentive Compensation Rule Hierarchies/Rules
The rules resource is used to create, view, update, or delete the child nodes for the rule hierarchy. The rules form the building blocks of a rule hierarchy and are date effective.
- Create a rule
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/Rules
- Delete a rule and all its child rules
- Method: deletePath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/Rules/{RuleId2}
- Get a rule
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/Rules/{RuleId2}
- Get all rules
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/Rules
- Update a rule
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleHierarchies/{RuleId}/child/Rules/{RuleId2}
Incentive Compensation Summarized Credits
The incentive compensation summarized credits resource is used to view summarized credit amount for a participant within the interval selected under calendar period type.
- Get a credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedCredits/{incentiveCompensationSummarizedCreditsUniqID}
- Get all credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedCredits
Incentive Compensation Summarized Earnings
The incentive compensation summarized earnings resource is used to view the summarized earnings for a compensation plan, plan component, and pay period by the participant and participant managers. Participant managers may also review the summarized earnings information for direct reports in their management hierarchy. In addition to total earnings amounts, this resource returns the total input achieved, total output achieved, and total transaction amount.
- Get a summarized earning
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedEarnings/{incentiveCompensationSummarizedEarningsUniqID}
- Get all summarized earnings
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedEarnings
Incentive Compensation Summarized Earnings Per Intervals
The incentive compensation summarized earnings per intervals resource is used to view summarized earnings amount for a participant within the interval selected under calendar period type.
- Get all earnings
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedEarningsPerInterval
- Get an earning
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedEarningsPerInterval/{incentiveCompensationSummarizedEarningsPerIntervalUniqID}
Incentive Compensation Summarized Team Credits
The incentive compensation summarized team credits resource used to view the summarized team credits. It stores summarized credit amount for the first level directs under a participant manager within the interval selected under calendar period type.
- Get a credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedTeamCredits/{incentiveCompensationSummarizedTeamCreditsUniqID}
- Get all credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationSummarizedTeamCredits
Incentive Compensation Transactions
The incentive compensation transactions resource is used to view, create, and update transactions, such as order, invoice, and so on.
- Create a transaction
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions
- Get a transaction
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}
- Get all transactions
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions
- Update a transaction
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}
Incentive Compensation Transactions/Credits
The credits resource is used to view, create, and update the credits for a transaction.
- Create a credit
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/Credits
- Get a credit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/Credits/{CreditId}
- Get all credits
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/Credits
- Update a credit
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/Credits/{CreditId}
Incentive Compensation Transactions/Transaction Descriptive Flex Fields
The transaction descriptive flex fields resource is used to view, create, and update additional attributes of the transaction that are used for classification, crediting, calculating, and reporting.
- Create a transaction descriptive flex field
- Method: postPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/TransactionsDFF
- Get a transaction descriptive flex field
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/TransactionsDFF/{TransactionId2}
- Get all transactions descriptive flex field
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/TransactionsDFF
- Update a transaction descriptive flex field
- Method: patchPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationTransactions/{TransactionId}/child/TransactionsDFF/{TransactionId2}
Integration Instances v1
Integration instances represent the details of specific records integrated between Sales and other Oracle applications, such as routine identifier, status, integration payload, and integration map identifier.
- Advanced query all integration instances
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/$query
- Advanced query an integration instance
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}/$query
- Create an integration instance
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances
- Get all integration instances
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances
- Get an integration instance
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}
Integration Instances v1/Integration Details v1
Integration details include information about an integration instance such as the integration level, inbound payload, outbound payload, and step name.
- Advanced query all integration instance details
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}/integrationDetails/$query
- Advanced query an integration instance detail
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}/integrationDetails/{integrationInstances-integrationDetails_id}/$query
- Get all integration details
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}/integrationDetails
- Get an integration detail
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationInstances/integrationInstances/{integrationInstances_id}/integrationDetails/{integrationInstances-integrationDetails_id}
Integration Maps v1
Integration maps describe the attribute mappings between objects in Sales and objects in other Oracle applications. The integration process uses these mappings to determine the attributes that need to be synchronized from Sales to the other applications.
- Advanced query all integration maps
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps/$query
- Advanced query an integration map
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps/{integrationMaps_id}/$query
- Create an integration map
- Method: postPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps
- Get all integration maps
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps
- Get an integration map
- Method: getPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps/{integrationMaps_id}
- Update an integration map
- Method: patchPath:
/api/boss/data/objects/ora/cxSalesCommon/integration/v1/$en/integrationMaps/{integrationMaps_id}
Intelligence Onboarding Data Sufficiency Jobs
The intelligence onboarding jobs resources lets you view and add data sufficiency check jobs.
- Create a job
- Method: postPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs
- Delete a job
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}
- Get a job
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}
- Get all jobs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs
- Update a job
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}
Intelligence Onboarding Data Sufficiency Jobs/Feature Data Sufficiency Reports
The intelligence onboarding reports resources lets you view and add data sufficiency check reports.
- Create a report
- Method: postPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}/child/JobSelectedFeatures
- Delete a report
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}/child/JobSelectedFeatures/{DataSufficiencyReportId}
- Get a report
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}/child/JobSelectedFeatures/{DataSufficiencyReportId}
- Get all reports
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}/child/JobSelectedFeatures
- Update a report
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/iisDatasufficiencyJobs/{DataSufficiencyJobId}/child/JobSelectedFeatures/{DataSufficiencyReportId}
Intelligence in Sales Features
The intelligence feature resource lets you view and add the features.
- Get a feature
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}
- Get all features
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures
- Update a feature
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}
Intelligence in Sales Features/Feature Data Sufficiency Reports
The intelligence onboarding reports resources lets you view and add data sufficiency check reports.
- Create a report
- Method: postPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/DatasufficiencyReports
- Delete a report
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/DatasufficiencyReports/{DataSufficiencyReportId}
- Get a report
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/DatasufficiencyReports/{DataSufficiencyReportId}
- Get all reports
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/DatasufficiencyReports
- Update a report
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/DatasufficiencyReports/{DataSufficiencyReportId}
Intelligence in Sales Features/Intelligence in Sales Feature Rules
The intelligence feature rules resource lets you view and add the feature rules.
- Create a feature rule
- Method: postPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/FeatureRules
- Delete a feature rule
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/FeatureRules/{FeatureRuleId}
- Get a feature rule
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/FeatureRules/{FeatureRuleId}
- Get all feature rules
- Method: getPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/FeatureRules
- Update a feature rule
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/iisFeatures/{FeatureCode}/child/FeatureRules/{FeatureRuleId}
Interactions
The interaction resource is used to view, create, and update the interactions between a customer and an agent.
- Create an interaction and interaction reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions
- Delete an interaction
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}
- Get an interaction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}
- Update an interaction
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}
Interactions/Child Interactions
The child interaction resource is used to view, create, and update all the child interactions associated with the current interaction.
- Create a child interaction and interaction reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions
- Delete an interaction
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}
- Get a child interaction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}
- Get all child interactions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions
- Update a child interaction
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}
Interactions/Child Interactions/Large Object (LOB) Attributes - Payload
The payload associated with the interaction.
- Delete a Payload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}/enclosure/Payload
- Get a Payload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}/enclosure/Payload
- Replace a Payload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/childInteractions/{interactions_childInteractions_Id}/enclosure/Payload
Interactions/Interaction Participants
The interaction participant resource is used to view, create, and update participants in an interaction, usually a web conference.
- Create an interaction participant
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants
- Delete an interaction participant
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}
- Get all interaction participants
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants
- Get an interaction participant
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}
- Update an interaction participant
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}
Interactions/Interaction Participants/Large Object (LOB) Attributes - Json
- Delete a Json
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}/enclosure/Json
- Get a Json
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}/enclosure/Json
- Replace a Json
- Method: putPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/InteractionParticipants/{interactions_InteractionParticipants_Id}/enclosure/Json
Interactions/Interaction References
The interaction references resource is used to view, create, and update the association between an interaction and another business object, for example Service Requests. The supported business objects and their codes are Activities (ZMM_ACTIVITIES), Opportunities (MOO_OPTY), Work Orders (SVC_WORK_ORDERS), Service Requests (SVC_SERVICE_REQUESTS), and Leads (MKL_LM_LEADS).
- Create an interaction reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/interactionReferences
- Delete an interaction reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/interactionReferences/{interactions_interactionReferences_Id}
- Get all interaction references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/interactionReferences
- Get an interaction reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/interactionReferences/{interactions_interactionReferences_Id}
- Update an interaction reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/interactionReferences/{interactions_interactionReferences_Id}
Interactions/Large Object (LOB) Attributes - Payload
The payload associated with the interaction.
- Delete a Payload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/enclosure/Payload
- Get a Payload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/enclosure/Payload
- Replace a Payload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/enclosure/Payload
Interactions/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/action/processMassAction
Interactions/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/enclosure/ActionIntent
Interactions/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionRequestPayload/{interactions_smartActions_UserActionRequestPayload_Id}
Interactions/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionNavigation/{interactions_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/interactions/{InteractionId}/child/smartActions/{interactions_smartActions_Id}/child/UserActionURLBinding/{interactions_smartActions_UserActionURLBinding_Id}
Internal Service Requests
The HR help desk service requests resource is used to view, create, update, and delete a request. It is a document to track a request for service from the time the person makes the request until the request is resolved. For example, an employee logs a service request that their last paycheck has not deposited.
- Copy service request attachments to messages.
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/action/copyAttachmentsToMessage
- Create a service request
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests
- Create an attachment for an internal service request
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/action/copySRAttachments
- Delete a service request
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}
- Get a service request
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}
- Get all service requests
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests
- Get service request milestone diagnostics
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/action/processSrMilestones
- Refresh service request milestones
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/action/getSrMilestoneDiagnostics
- Send an email to SR message recipients
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/action/sendEmailForSrMessage
- Update a service request
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}
Internal Service Requests/Activities
The activities resource is used to view, create, update, and delete an activity.
- Create activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/action/createActivitiesFromTemplate
- Create an activity
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities
- Create multiple activity from template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/action/createMultipleActivitiesFromTemplate
- Delete an activity
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}
- Get all activities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities
- Get an activity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}
- Send notifications to resources
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/action/sendNotificationToResources
- Update an activity
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}
- Update an activity wrap up
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/action/updateActivityWrapup
Internal Service Requests/Activities/Large Object (LOB) Attributes - ActivityDescription
- Delete an ActivityDescription
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
- Get an ActivityDescription
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
- Replace an ActivityDescription
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityDescription
Internal Service Requests/Activities/Large Object (LOB) Attributes - ActivityMtgMinutes
- Delete an ActivityMtgMinutes
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
- Get an ActivityMtgMinutes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
- Replace an ActivityMtgMinutes
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/ActivityMtgMinutes
Internal Service Requests/Activities/Large Object (LOB) Attributes - WebConferenceDetails
- Delete a WebConferenceDetails
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
- Get a WebConferenceDetails
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
- Replace a WebConferenceDetails
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/activities/{ActivityId}/enclosure/WebConferenceDetails
Internal Service Requests/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}
Internal Service Requests/Attachments/Attached Documents Descriptive Flexfield
The operations from the Internal Service Requests/Attachments/Attached Documents Descriptive Flexfield category.
- Create descriptive flexfield values for attached documents
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get a descriptive flexfield value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get all descriptive flexfield values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Update descriptive flexfield values for attached documents
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
Internal Service Requests/Attachments/Attachments Preview
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
Internal Service Requests/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Internal Service Requests/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Internal Service Requests/Contact Members
The list of contacts associated to the serivce request.
- Create a contact member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/contacts
- Delete a contact member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/contacts/{MemberId}
- Get a contact member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/contacts/{MemberId}
- Get all contact members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/contacts
- Update a contact member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/contacts/{MemberId}
Internal Service Requests/Interaction References
Indicates the list of interaction references for a service request.
- Get a service request interaction
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srInteractionReferences/{ReferenceId}
- Get all service request interactions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srInteractionReferences
Internal Service Requests/Interaction References/Large Object (LOB) Attributes - Payload
- Delete a Payload
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
- Get a Payload
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
- Replace a Payload
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srInteractionReferences/{ReferenceId}/enclosure/Payload
Internal Service Requests/Messages
The list of service request messages.
- Create a message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages
- Delete a message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}
- Get a message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}
- Get all messages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages
- Update a message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}
Internal Service Requests/Messages/Attachments
The attachments resource is used to view, create, and update attachments.
- Create an attachment
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment
- Delete an attachment
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
- Update an attachment
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}
Internal Service Requests/Messages/Attachments/Attached Documents Descriptive Flexfield
The operations from the Internal Service Requests/Messages/Attachments/Attached Documents Descriptive Flexfield category.
- Create descriptive flexfield values for attached documents
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Get a descriptive flexfield value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
- Get all descriptive flexfield values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsDFFVL
- Update descriptive flexfield values for attached documents
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsDFFVL/{AttachmentsDFFVLUniqID}
Internal Service Requests/Messages/Attachments/Attachments Preview
The attachments preview resource is used to preview the attachment pages.
- Get all attachment preview pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/child/AttachmentsPreview
- Get an attachment preview page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID2}/child/AttachmentsPreview/{AttachmentsPreviewUniqID}
Internal Service Requests/Messages/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileContents
Internal Service Requests/Messages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/Attachment/{AttachmentUniqID}/enclosure/FileWebImage
Internal Service Requests/Messages/Large Object (LOB) Attributes - MessageContent
- Delete a MessageContent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
- Get a MessageContent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
- Replace a MessageContent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/enclosure/MessageContent
Internal Service Requests/Messages/Service Request Communications
The channel communications resource is used to view, create, update, and delete a channel communication. It's information about the communication between support agents and workers. For example, the type of information recorded about communications include message identifiers, contact identifiers, and contact point identifiers.
- Create a channel communication record for an SR message
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication
- Delete a channel communication record for an SR message
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
- Get a channel communication record for an SR message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
- Get all channel communication records for an SR message
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication
- Update a channel communication record for an SR message
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/messages/{MessageId}/child/channelCommunication/{ViaId}
Internal Service Requests/Milestones
Indicates the milestone associated with the service request.
- Get a service request milestone
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srMilestone/{SrMilestoneId}
- Get all service request milestones
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srMilestone
- Update a service request milestone
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srMilestone/{SrMilestoneId}
Internal Service Requests/Milestones/Milestones History
The list of changes in the service request milestone status.
- Get a service request milestone history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srMilestone/{SrMilestoneId}/child/SrMilestoneHistory/{HistoryId}
- Get all service request milestone history
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srMilestone/{SrMilestoneId}/child/SrMilestoneHistory
Internal Service Requests/References
The list of other objects associated to the service request. E.g. Knowledge articles.
- Create a service request reference
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srReferences
- Delete a service request reference
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srReferences/{ReferenceId}
- Get a service request reference
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srReferences/{ReferenceId}
- Get all service request references
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srReferences
- Update a service request reference
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srReferences/{ReferenceId}
Internal Service Requests/Resources
The list of resources associated to the service request.
- Create a resource member
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/resourceMembers
- Delete a resource member
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/resourceMembers/{MemberId}
- Get a resource member
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/resourceMembers/{MemberId}
- Get all resource members
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/resourceMembers
- Update a resource member
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/resourceMembers/{MemberId}
Internal Service Requests/Service Request Communications
The channel communications resource is used to view, create, update, and delete a communication. It contains information about the communication between support agents and workers. For example, the type of information recorded about communications include message identifiers, contact identifiers, and contact point identifiers.
- Create a channel communication record for an SR
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/channelCommunication
- Delete an SR channel communication record
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
- Get a channel communication record for an SR
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
- Get all channel communications records for an SR
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/channelCommunication
- Update an SR channel communication record
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/channelCommunication/{channelCommunicationUniqID}
Internal Service Requests/Smart Actions
This VO stores the endpoint and security details for every user action.
- Execute an action
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/action/executeAction
- Generate smart actions
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/generateSmartActions
- Get action evaluation attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/getActionEvaluationAttributesForResource
- Get all actions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions
- Get an action
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}
- Get attributes - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/getAttributesForResource
- Get entities - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/getEntities
- Get object functions - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/getObjectFunctions
- Process mass action - Not Supported
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/action/processMassAction
Internal Service Requests/Smart Actions/Large Object (LOB) Attributes - ActionIntent
- Delete an ActionIntent
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/enclosure/ActionIntent
- Get an ActionIntent
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/enclosure/ActionIntent
- Replace an ActionIntent
- Method: putPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/enclosure/ActionIntent
Internal Service Requests/Smart Actions/Smart Action REST Payload Definitions
If an LOV required for constructing a request payload needs to post data, the payload metadata is stored here.
- Get all action request payload definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionRequestPayload
- Get an action request payload definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionRequestPayload/{internalServiceRequests_smartActions_UserActionRequestPayload_Id}
Internal Service Requests/Smart Actions/Smart Action User Interface Definitions
UI navigation metadata striped by app usage.
- Get all action navigation definitions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionNavigation
- Get all action path parameters
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionURLBinding
- Get an action navigation definition
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionNavigation/{internalServiceRequests_smartActions_UserActionNavigation_Id}
- Get an action path parameter
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/smartActions/{internalServiceRequests_smartActions_Id}/child/UserActionURLBinding/{internalServiceRequests_smartActions_UserActionURLBinding_Id}
Internal Service Requests/Tags
The tags resource is used to create, view, and delete keywords or terms assigned to a service request. Tags help in describing and classifying a service request.
- Create a tag
- Method: postPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srTags
- Delete a tag
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srTags/{srTagsUniqID}
- Get a tag
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srTags/{srTagsUniqID}
- Get all tags
- Method: getPath:
/crmRestApi/resources/11.13.18.05/internalServiceRequests/{SrId}/child/srTags
KPI
KPI
- Create a KPI
- Method: postPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators
- Delete a KPI
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}
- Get a KPI
- Method: getPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}
- Get all KPIs
- Method: getPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators
- Update a KPI
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}
KPI/KPI History Metadata
The KPI history metadata resource is used to view, create, update, and delete a KPI history metadata.
- Create a KPI history metadata
- Method: postPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}/child/KPIHistoryMetadata
- Delete a KPI history metadata
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}/child/KPIHistoryMetadata/{KPIEventId}
- Get a KPI history metadata
- Method: getPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}/child/KPIHistoryMetadata/{KPIEventId}
- Get all KPI history metadata
- Method: getPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}/child/KPIHistoryMetadata
- Update a KPI history metadata
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/keyPerformanceIndicators/{KPINumber}/child/KPIHistoryMetadata/{KPIEventId}
Lightbox Documents
The Lightbox document resource is used to view, create, update, and delete documents in the Lightbox content library, such as slide decks, web-based content, and so on.
- Create a Lightbox document
- Method: postPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments
- Delete a Lightbox document
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}
- Get a Lightbox document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}
- Get all Lightbox documents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments
- Update a Lightbox document
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}
Lightbox Documents/Document-Viewed-Within-Lightbox Signals
The resource is used to view the signals that the document is viewed within Lightbox.
- Get a document-viewed-within-Lightbox signal for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentViewedInLightboxSignals/{documentViewedInLightboxSignalsUniqID}
- Get all document-viewed-within-Lightbox signals for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentViewedInLightboxSignals
Lightbox Documents/Document-shared-with-user Signals
The resource is used to view the signals captured when a document is shared with a user.
- Get a document-shared-with-user signal for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentSharedToUserSignals/{documentSharedToUserSignalsUniqID}
- Get all document-shared-with-user signals for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentSharedToUserSignals
Lightbox Documents/Document-unshared-with-user Signals
The resource is used to view the signals captured when a document share with a user is deleted.
- Get a document-unshared-with-user signal for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentUnsharedFromUserSignals/{documentUnsharedFromUserSignalsUniqID}
- Get all document-unshared-with-user signals for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentUnsharedFromUserSignals
Lightbox Documents/Document-viewed-outside-Lightbox Signals
The resource is used to view and create the signals captured when document is viewed by a process outside Lightbox.
- Create a document-viewed-outside-Lightbox signal for a document
- Method: postPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentViewedOutsideLightboxSignals
- Get a document-viewed-outside-Lightbox signal for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentViewedOutsideLightboxSignals/{documentViewedOutsideLightboxSignalsUniqID}
- Get all document-viewed-outside-Lightbox signals for document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentViewedOutsideLightboxSignals
Lightbox Documents/Large Object (LOB) Attributes - DocumentContents
The field used to upload and download the document through services.
- Delete a DocumentContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/enclosure/DocumentContents
- Get a DocumentContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/enclosure/DocumentContents
- Replace a DocumentContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/enclosure/DocumentContents
Lightbox Documents/Large Object (LOB) Attributes - Thumbnail
The field used to get the document thumbnail through services.
- Get a Thumbnail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/enclosure/Thumbnail
Lightbox Documents/Lightbox Document Pages
The Lightbox document page resource is used to view and update the pages within a Lightbox document.
- Get a Lightbox document page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}
- Get all Lightbox document pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages
- Update a Lightbox document page
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}
Lightbox Documents/Lightbox Document Pages/Downloaded-from-cart Signals
The resource is used to view the signals captured when pages within a cart are downloaded by the user.
- Get a downloaded-from-cart signal for a page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageDownloadedInCartSignals/{pageDownloadedInCartSignalsUniqID}
- Get all downloaded-from-cart signals for a page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageDownloadedInCartSignals
Lightbox Documents/Lightbox Document Pages/Large Object (LOB) Attributes - Page Thumbnail
The field used to get the page thumbnail through services.
- Get a Page Thumbnail
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/enclosure/PageThumbnail
Lightbox Documents/Lightbox Document Pages/Page-added-to-cart Signals
The resource is used to view the signals captured when pages of a document are added to cart.
- Get a page-added-to-cart signal for a page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageAddedToCartSignals/{pageAddedToCartSignalsUniqID}
- Get all page-added-to-cart signals for pages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageAddedToCartSignals
Lightbox Documents/Lightbox Document Pages/Page-viewed-outside-Lightbox Signals
The resource is used to view and create signals that a Lightbox document's pages are viewed outside Lightbox.
- Create a page-viewed-outside-Lightbox signal for a page
- Method: postPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageViewedOutsideLightboxSignals
- Get a page-viewed-outside-Lightbox signal for a page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageViewedOutsideLightboxSignals/{pageViewedOutsideLightboxSignalsUniqID}
- Get all page-viewed-outside-Lightbox signals for a page
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentPages/{LightboxDocumentPageId}/child/pageViewedOutsideLightboxSignals
Lightbox Documents/Lightbox Scoring Signals
The resource is used to view the signals captured when a document is downloaded.
- Get a signal for a downloaded document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentDownloadSignals/{documentDownloadSignalsUniqID}
- Get all signals for downloaded documents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/documentDownloadSignals
Lightbox Documents/Shared-person Instances
The shared person resource is used to view, create, and delete document shares. A document share lets you share the Lightbox document with another user.
- Create a shared-person instance for a document
- Method: postPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/sharedPersons
- Delete a shared-person instance for a document
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/sharedPersons/{sharedPersonsUniqID}
- Get a shared-person instance for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/sharedPersons/{sharedPersonsUniqID}
- Get all shared-person instances for a document
- Method: getPath:
/crmRestApi/resources/11.13.18.05/lightboxDocuments/{LightboxDocumentId}/child/sharedPersons
Lightbox Presentation Session Feedback
The lightbox presentation session feedback resource is used to view, create, update, and delete the ratings and comments from the attendees at a Lightbox presentation session. The feedback may apply to an individual Lightbox document page or to an overall Lightbox document presented during a presentation session.
- Create a lightbox presentation session feedback item
- Method: postPath:
/crmRestApi/resources/11.13.18.05/presentationSessionFeedback
- Delete a lightbox presentation session feedback item
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/presentationSessionFeedback/{presentationSessionFeedbackUniqID}
- Get a lightbox presentation session feedback item
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessionFeedback/{presentationSessionFeedbackUniqID}
- Get all lightbox presentation session feedback items
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessionFeedback
- Update a lightbox presentation session feedback item
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/presentationSessionFeedback/{presentationSessionFeedbackUniqID}
Lightbox Presentation Sessions
The lightbox presentation sessions resource is used to view, create, update, and delete the occasions when Lightbox documents were presented to an audience. A session may be directly correlated to an activity, such as an appointment, call report, or task, or may be an ad-hoc session presented at a particular date and time without any association with an activity.
- Create a Lightbox presentation session
- Method: postPath:
/crmRestApi/resources/11.13.18.05/presentationSessions
- Delete a Lightbox presentation session
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}
- Get a Lightbox presentation session
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}
- Get all Lightbox presentation sessions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions
- Update a Lightbox presentation session
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}
Lightbox Presentation Sessions/Presentation Session Attendance Events
The presentation session attendance events resource is used to view and create the event attendance. Presentation session events attendance is used to keep track of the audience who attended a session when a Lightbox document was displayed.
- Create a Lightbox presentation session attendance event
- Method: postPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionAttendanceEvents
- Get a Lightbox presentation session attendance event
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionAttendanceEvents/{sessionAttendanceEventsUniqID}
- Get all Lightbox presentation session attendance events
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionAttendanceEvents
Lightbox Presentation Sessions/Presentation Session Display Events
The presentation session display events resource is used to view and create the display events. Display events log the start and stop times during which a Lightbox document page was displayed during a presentation session.
- Create a Lightbox presentation session display event
- Method: postPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionDisplayEvents
- Get a Lightbox presentation session display event
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionDisplayEvents/{sessionDisplayEventsUniqID}
- Get all Lightbox presentation session display events
- Method: getPath:
/crmRestApi/resources/11.13.18.05/presentationSessions/{PresentationSessionId}/child/sessionDisplayEvents
Link Templates
The work order link templates resource is used to view, create, update and delete work order link templates. A link template is a configuration record used to hold information about the type of link relationships that are available between field service customer work orders.
- Create a link template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates
- Delete a link template
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}
- Get a link template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}
- Get all link templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates
- Update a link template
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}
Link Templates/Link Template Translations
The work order link template translations resource shows all the translatable values for the work order link templates resource.
- Create a link template translation
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}/child/WoLinkTemplateTranslation
- Delete a link template translation
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}/child/WoLinkTemplateTranslation/{WoLinkTemplateTranslationUniqID}
- Get a link template translation
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}/child/WoLinkTemplateTranslation/{WoLinkTemplateTranslationUniqID}
- Get all link template translations
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}/child/WoLinkTemplateTranslation
- Update a link template translation
- Method: patchPath:
/crmRestApi/resources/11.13.18.05/svcWoLinkTemplates/{LinkTemplateId}/child/WoLinkTemplateTranslation/{WoLinkTemplateTranslationUniqID}
Links
The work order link resource is used to view, create, and delete a customer work order link. A work order link is a transactional record, which is created when a customer needs to define a relationship between field service work orders.
- Create a work order link
- Method: postPath:
/crmRestApi/resources/11.13.18.05/svcWorkOrderLinks
- Delete a work order link
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/svcWorkOrderLinks/{WoLinkId}
- Get a work order link
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWorkOrderLinks/{WoLinkId}
- Get all work order links
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWorkOrderLinks
List of Values/Access Group Relationships
The access group relationships resource is used to view the relationships between the source and target objects.
- Get all access group relationships
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRelationships
- Get an access group relationship
- Method: getPath:
/crmRestApi/resources/11.13.18.05/accessGroupRelationships/{RelationshipId}
List of Values/Activity Functions
The activity function lookup resource is used to view the list of activity functions. Activity function types group activities as appointments, tasks and call reports.
- Get all activity functions
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups
- Get an activity function
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups/{activityFunctionLookupsUniqID}
List of Values/Activity Functions/Activity Type Lookups
The activity type lookup resource is used to view the activity types for an activity function. Activity types are used to further define an activity function.
- Get all activity types
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups/{activityFunctionLookupsUniqID}/child/activityTypeLookup
- Get an activity type
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups/{activityFunctionLookupsUniqID}/child/activityTypeLookup/{activityTypeLookupUniqID}
List of Values/Activity Functions/Activity Type Lookups/Activity Subtypes
The activity subtype lookup resource is used to view the activity subtypes for an Activity type and Activity Function. The activity subtypes provide additional detail to track activities.
- Get all activity subtypes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups/{activityFunctionLookupsUniqID}/child/activityTypeLookup/{activityTypeLookupUniqID}/child/activitySubtypeLookup
- Get an activity subtype
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityFunctionLookups/{activityFunctionLookupsUniqID}/child/activityTypeLookup/{activityTypeLookupUniqID}/child/activitySubtypeLookup/{ActivitySubtypeId}
List of Values/Activity Subtypes
The activity subtype lookup resource is used to view the activity subtypes for an Activity type and Activity Function. The activity subtypes provide additional detail to track activities.
- Get all activity subtypes
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activitySubtypesLOV
- Get an activity subtype
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activitySubtypesLOV/{ActivitySubtypeId}
List of Values/Activity Type Lookups
The activity type lookup resource is used to view the activity types for an activity function. Activity types are used to further define an activity function.
- Get all activity types
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTypeLookupsLOV
- Get an activity type
- Method: getPath:
/crmRestApi/resources/11.13.18.05/activityTypeLookupsLOV/{activityTypeLookupsLOVUniqID}
List of Values/Application Roles
The application roles resource is to view security roles. An application role is a security role in the system, and include both Duty roles and Job roles.
- Get a single application role
- Method: getPath:
/crmRestApi/resources/11.13.18.05/applicationRoles/{apiName}
- Get all application roles
- Method: getPath:
/crmRestApi/resources/11.13.18.05/applicationRoles
List of Values/Assessment Templates
The assessment templates resource is used to view the assessment templates. It stores the templates associated with assessments.
- Create a deep copy template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV/action/deepCopyTemplate
- Deploy template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV/action/deployTemplate
- Get all assessment templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV
- Get an assessment template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV/{AssessTemplateId}
- Get total question weightage
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV/action/getTotalQtnWeight
- Setup score ranges
- Method: postPath:
/crmRestApi/resources/11.13.18.05/assessmentTemplatesLOV/action/setupScoreRanges
List of Values/Attributes Values
The rule attribute values list of values resource is used to view the list of the values associated to a rule attribute or qualifier.
- Get a rule attribute value
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleAttributeValuesLOV/{incentiveCompensationRuleAttributeValuesLOVUniqID}
- Get all rule attribute values
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationRuleAttributeValuesLOV
List of Values/Availability Resource
The Work Order Available Resources resource lets you view resources from Oracle Field Service for direct assignment based on criteria in the request.
- Get a matched resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources/{ResourceId}
- Get all matched resources
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources
List of Values/Availability Resource/Availability
The Availability resource lets you view availability for resources from Oracle Field Service.
- Get all availability for a matched resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources/{ResourceId}/child/Availability
- Get an availability for a matched resource
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources/{ResourceId}/child/Availability/{AvailabilityUniqID}
List of Values/Availability Resource/Time Slots
The time slot resource lets you view all times slots used in Oracle Field Service.
- Get a time slot
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources/{ResourceId}/child/TimeSlotInfo/{Label}
- Get all time slots
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoDAAvailableResources/{ResourceId}/child/TimeSlotInfo
List of Values/Benefits
The benefit list type values list of values resource is used to get the benefit list type values.
- Get a benefit list type value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/benefitListTypeValuesLOV/{BenefitListTypeValId}
- Get all benefit list type values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/benefitListTypeValuesLOV
List of Values/Business Units
The business units list of values resource is used to view the list of defined business units.
- Get a business unit
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationBusinessUnitsLOV/{incentiveCompensationBusinessUnitsLOVUniqID}
- Get all business units
- Method: getPath:
/fscmRestApi/resources/11.13.18.05/incentiveCompensationBusinessUnitsLOV
List of Values/CRM Business Units
The CRM business units resource is used to view the business unit details.
- Get a business unit
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}
- Get all business units
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits
List of Values/CRM Business Units/Assessment Templates
The assesment templates resource is used to view the assesment templates. It stores the templates associated with assessments.
- Create a deep copy template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates/action/deepCopyTemplate
- Deploy template
- Method: postPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates/action/deployTemplate
- Get all assessment templates
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates
- Get an assessment template
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates/{AssessTemplateId}
- Get total question weightage
- Method: postPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates/action/getTotalQtnWeight
- Setup score ranges
- Method: postPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/assessmentTemplates/action/setupScoreRanges
List of Values/CRM Business Units/Common Set Id Lookups
The common set id lookups resource is used to view lookup values for set id enabled lookup types.
- Get a set id enabled lookup value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/fndCommonSetIdLookups/{fndCommonSetIdLookupsUniqID}
- Get all common set id enabled lookup values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/fndCommonSetIdLookups
List of Values/CRM Business Units/Opportunity Status Values
The opportunity status values resource is used to view the opportunity status value. The configurable setup data is defined specifically for sales usage.
- Get all opportunity status values
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/optyStatus
- Get an opportunity status value
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/optyStatus/{LookupValuesId}
List of Values/CRM Business Units/Sales Methods
The sales methods resource is used to view an approach which is used in the sales process. A method can encompass every stage associated with the sales process such as prospecting, forecasting, or closing opportunities.
- Get a sales method
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}
- Get all sales methods
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods
List of Values/CRM Business Units/Sales Methods/Sales Stages
The sales stages resource is used to view the sales stage. The sales stage for a given sales method describes the progress of an opportunity in the sales cycle.
- Get a sales stage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}
- Get all sales stages
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage
List of Values/CRM Business Units/Sales Methods/Sales Stages/Attachments
The attachments resource is used to view, create, and update attachments.
- Get all attachments
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments
- Get an attachment
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments/{AttachmentsUniqID}
List of Values/CRM Business Units/Sales Methods/Sales Stages/Attachments/Large Object (LOB) Attributes - FileContents
- Delete a FileContents
- Method: deletePath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Get a FileContents
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
- Replace a FileContents
- Method: putPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileContents
List of Values/CRM Business Units/Sales Methods/Sales Stages/Attachments/Large Object (LOB) Attributes - FileWebImage
- Get a FileWebImage
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/Attachments/{AttachmentsUniqID}/enclosure/FileWebImage
List of Values/CRM Business Units/Sales Methods/Sales Stages/Sales Stage Process Steps
The sales stage process steps resource is used view the sales stage process steps. It is a sequence of recommended steps tied to a particular sales stage which is used to guide the sales representative through the opportunity lifecycle.
- Get a sales stage process step
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/SalesStageProcessSteps/{StgProcessStepId}
- Get all sales stage process steps
- Method: getPath:
/crmRestApi/resources/11.13.18.05/crmBusinessUnits/{crmBusinessUnitsUniqID}/child/salesMethods/{SalesMethodId}/child/SalesStage/{StgId}/child/SalesStageProcessSteps
List of Values/Capacity Categories
The capacity categories resource is used to view capacity categories used in Oracle Field Service Cloud.
- Get a capacity category
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities/{Id}
- Get all capacity catagories
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities
List of Values/Capacity Categories/Capacities
The capacities resource is used to view capacities used in Oracle Field Service Cloud.
- Get a capacity
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities/{Id}/child/Capacity/{CapacityUniqID}
- Get all capacities
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities/{Id}/child/Capacity
List of Values/Capacity Categories/Time Slots
The time slots resource is used to view all times slots used in Oracle Field Service Cloud.
- Get a time slot
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities/{Id}/child/TimeSlotInfo/{Label}
- Get all time slots
- Method: getPath:
/crmRestApi/resources/11.13.18.05/svcWoCapacities/{Id}/child/TimeSlotInfo
List of Values/Channel Types
The channel types resource is used to view the list of communication channels, such as Phone, Email, SMS, Social, and so on.
- Get a channel type
- Method: getPath:
/crmRestApi/resources/11.13.18.05/serviceChannelTypesLOV/{LookupCode}
- Get all channel types
- Method: getPath:
/crmRestApi/resources/11.13.18.05/serviceChannelTypesLOV
List of Values/Channel Types/Channels
A list of channels associated with a channel type.