openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Salesforce API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Salesforce paths: /v1/Integrations/Salesforce/OrionConnect/Action/CommunitySAML: get: tags: - Integrations/Salesforce summary: our Orion Support App SSO poorly named endpoint operationId: SalesforceOrionConnect_StartCommunitySSOAsync parameters: - name: householdId in: query required: false schema: type: string default: '' - name: ssoStartPage in: query required: false schema: type: string default: '' - name: logOutUrl in: query required: false schema: type: string default: '' - name: relayState in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Action/ElementSAML: get: tags: - Integrations/Salesforce summary: our support App SSO for Element operationId: SalesforceOrionConnect_StartCommunitySSOForElementAsync parameters: - name: householdId in: query required: false schema: type: string default: '' - name: ssoStartPage in: query required: false schema: type: string default: '' - name: logOutUrl in: query required: false schema: type: string default: '' - name: relayState in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Action/InvoiceSso: get: tags: - Integrations/Salesforce summary: SSO SF Orion Invoicing Experience operationId: SalesforceOrionConnect_StartInvoiceSsoAsync parameters: - name: ssoStartPage in: query description: Optional start page required: false schema: type: string default: '' - name: logOutUrl in: query description: Optional Logout required: false schema: type: string default: '' - name: relayState in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Action/SAML: get: tags: - Integrations/Salesforce summary: Our Custom SSO to other org Salesforce operationId: SalesforceOrionConnect_StartSSOAsync parameters: - name: householdId in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/ChatContext: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_ChatContextForOrionSalesforceAsync parameters: - name: cleanResponse in: query required: false schema: type: boolean default: false - name: state in: query required: false schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect chat context for orion salesforce async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/Compare: get: tags: - Integrations/Salesforce summary: Looks up a record in salesforce, and orion, and returns the values for that… operationId: SalesforceOrionConnect_CompareRecordAsync parameters: - name: entity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: entityId in: query required: true schema: type: integer format: int32 - name: orgId in: query description: Optional. required: false schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' security: - Authorization: [] put: tags: - Integrations/Salesforce summary: Syncs Orion with the salesforce values operationId: SalesforceOrionConnect_UpdateCompareRecordAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordDto' description: The comparison object from the Get endpoint. required: true /v1/Integrations/Salesforce/OrionConnect/Config: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_GetConfigAsync parameters: - name: alClientId in: query required: true schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' security: - Authorization: [] summary: Salesforce orion connect get config async x-summary-source: derived put: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_PutV1IntegrationsSalesforceOrionConnectConfig parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' required: true summary: Salesforce orion connect put V1 integrations salesforce orion connect config x-summary-source: derived post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_UpdateConfigAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/json: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Salesforce.CustomCommunitiesSamlConfig' required: true summary: Salesforce orion connect update config async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/DataSync/Settings/{alClientId}/{repIds}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_GetSyncAndFieldMappingSettingsAsync parameters: - name: alClientId in: path required: true schema: type: integer format: int32 - name: repIds in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect get sync and field mapping settings async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/DeltaSync/{entity}/{key}: post: tags: - Integrations/Salesforce summary: Triggers delta sync operationId: SalesforceOrionConnect_DeltaSyncAsync parameters: - name: entity in: path required: true schema: type: integer format: int32 - name: key in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/GetUpdatedUsersSync/{daysPriorToday}: get: tags: - Integrations/Salesforce summary: Gets users with updated details given `daysPriorToday` days prior to today operationId: SalesforceOrionConnect_GetUpdatedUsersDataAsync parameters: - name: daysPriorToday in: path description: Days prior to today. Default 1, Max 365 required: true schema: type: integer format: int32 default: 1 - name: timeout in: query required: false schema: type: integer format: int32 default: 120 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object deprecated: true security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/GetUpdatedUsersSync/{editedDate}: get: tags: - Integrations/Salesforce summary: Gets users with details updated on the specified calendar date operationId: SalesforceOrionConnect_GetV1IntegrationsSalesforceOrionConnectGetUpdatedUsersSyncByEditedDate parameters: - name: editedDate in: path description: Date to retrieve (e.g. 2026-07-14). Must be between today and 365 days ago, inclusive. required: true schema: type: string format: date-time - name: timeout in: query required: false schema: type: integer format: int32 default: 120 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/ImplementationSummary: get: tags: - Integrations/Salesforce summary: Calls to salesforce to pull back implementation information to feed the… operationId: SalesforceOrionConnect_GetImplementationSummaryAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object deprecated: true security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Namespace: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_GetNamespaceAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect get namespace async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/PassThrough/{path}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_PassGetToSalesforceAsync parameters: - name: path in: path required: true schema: type: string - name: cleanResponse in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect pass get to salesforce async x-summary-source: derived post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_PassPostToSalesforceAsync parameters: - name: path in: path required: true schema: type: string - name: cleanResponse in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect pass post to salesforce async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/Projects: get: tags: - Integrations/Salesforce summary: Calls to salesforce to pull back implementation information to feed the… operationId: SalesforceOrionConnect_GetOrionProjectsAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Salesforce.OrionConnect.ProjectItemsDto' xml: name: ProjectItemsDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Projects/{projectId}: get: tags: - Integrations/Salesforce summary: Calls to salesforce to pull back implementation information to feed the… operationId: SalesforceOrionConnect_GetProjectSummaryAsync parameters: - name: projectId in: path required: true schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Redirect: post: tags: - Integrations/Salesforce summary: Return redirect url operationId: SalesforceOrionConnect_SaleForceRedirectAsync parameters: - name: p in: query required: true schema: type: string - name: m in: query required: true schema: type: string - name: dbId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SetIdentity: post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetIdentityAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto' required: true summary: Salesforce orion connect set identity async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SetupIntegration: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationByAlClientIdAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect setup integration by al client id async x-summary-source: derived post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationPostAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' required: true summary: Salesforce orion connect setup integration post async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/{id}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationGetAsync parameters: - name: id in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect setup integration get async x-summary-source: derived put: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationPatchAsync parameters: - name: id in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceUser' required: true summary: Salesforce orion connect setup integration patch async x-summary-source: derived delete: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationDeleteAsync parameters: - name: id in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect setup integration delete async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/OrgId/{orgId}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SetupIntegrationGetWithOrgIdAsync parameters: - name: orgId in: path required: true schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect setup integration get with org id async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_GetListAsync parameters: - name: filter in: query required: false schema: type: string default: waitingonorion responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases get list async x-summary-source: derived post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_CreateAsync responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases create async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_GetAsync parameters: - name: caseNumber in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases get async x-summary-source: derived delete: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_DeleteAsync parameters: - name: caseNumber in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases delete async x-summary-source: derived patch: tags: - Integrations/Salesforce summary: updates case objects to salesforce tied to the specified case number operationId: SalesforceOrionConnect_SocialAPI_Cases_PatchAsync parameters: - name: caseNumber in: path description: Salesforce Case ID required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Attachments: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_GetAttachmentAsync parameters: - name: caseNumber in: path required: true schema: type: string - name: fileName in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases get attachment async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Attachments/{fileName}: post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_AttachFileAsync parameters: - name: caseNumber in: path required: true schema: type: string - name: fileName in: path required: true schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases attach file async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Messages: get: tags: - Integrations/Salesforce summary: Gets message objects back from salesforce tied to the specified case number operationId: SalesforceOrionConnect_SocialAPI_Cases_GetMessagesAsync parameters: - name: caseNumber in: path description: Salesforce Case ID required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_CreateMessageAsync parameters: - name: caseNumber in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases create message async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Export: post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_ExportAsync responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array application/x-www-form-urlencoded: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array required: true summary: Salesforce orion connect social API cases export async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Picklists: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_GetPicklistsAsync responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases get picklists async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Search: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Cases_SearchAsync parameters: - name: DateFrom in: query required: false schema: type: string format: date-time - name: DateTo in: query required: false schema: type: string format: date-time - name: Limit in: query required: false schema: type: integer format: int32 - name: MaxDesc in: query required: false schema: type: integer format: int32 default: 255 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API cases search async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Contact/{email}: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Contact_GetAsync parameters: - name: email in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API contact get async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Contacts: get: tags: - Integrations/Salesforce summary: Gets authorized contacts with access to Orion Support back from salesforce tied… operationId: SalesforceOrionConnect_SocialAPI_Contact_GetAuthorizedContactsAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Projects: get: tags: - Integrations/Salesforce summary: Get a list of projects for the current advisornumber operationId: SalesforceOrionConnect_SocialAPI_Projects_GetAsync parameters: - name: startDate in: query description: Projects created on or after this date. required: false schema: type: string format: date-time - name: endDate in: query description: Projects created on or before this date. required: false schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Projects/{projectId}/Attachments/{fileName}: post: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_SocialAPI_Projects_AttachFileAsync parameters: - name: projectId in: path required: true schema: type: string - name: fileName in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect social API projects attach file async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SSOSessionId: get: tags: - Integrations/Salesforce summary: Logs user into salesforce to the specified page operationId: SalesforceOrionConnect_SSOSessionIdAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/Sync: post: tags: - Integrations/Salesforce summary: Triggers full sync operationId: SalesforceOrionConnect_SyncAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SyncFromOrion/{alClientId}/{firmOrgId}: get: tags: - Integrations/Salesforce summary: Triggers a sync job in Hangfire, passing parameters in the URI instead of a… operationId: SalesforceOrionConnect_RunSyncJobAsync parameters: - name: alClientId in: path description: The Orion Firm ID. required: true schema: type: integer format: int32 - name: firmOrgId in: path description: The Salesforce Org ID. required: true schema: type: string - name: syncType in: query required: false schema: type: integer format: int32 default: 1 - name: repIds in: query required: false schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SyncFromOrion/TestRep: get: tags: - Integrations/Salesforce operationId: SalesforceOrionConnect_TestRepAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Salesforce orion connect test rep async x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SyncHistory: get: tags: - Integrations/Salesforce summary: Returns recent Salesforce sync history within the specified date range. operationId: SalesforceOrionConnect_GetSyncHistoryAsync parameters: - name: startDate in: query description: Start of the time period for which sync history is returned (required) required: true schema: type: string format: date-time - name: limit in: query description: Number of records to return (required, max 10000) required: true schema: type: integer format: int32 - name: endDate in: query description: End of the time period for which sync history is returned (optional, defaults to current time) required: false schema: type: string format: date-time - name: skip in: query description: Number of records to skip for pagination (default 0) required: false schema: type: integer format: int32 default: 0 - name: syncType in: query description: Optional sync type filter (0=all, 1=Full, etc.) required: false schema: type: integer format: int32 default: 0 - name: includeObjects in: query description: Whether to include child objects in the response (default false for better performance) required: false schema: type: boolean default: false - name: ct in: header description: Cancellation token required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SyncJobState/{jobId}: get: tags: - Integrations/Salesforce summary: Gets the {Hangfire.Storage.StateData} of the Hangfire job matching the provided… operationId: SalesforceOrionConnect_GetJobStateData parameters: - name: jobId in: path description: The ID of the Hangfire job to check. required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Hangfire.Storage.StateData' application/json: schema: $ref: '#/components/schemas/Hangfire.Storage.StateData' text/json: schema: $ref: '#/components/schemas/Hangfire.Storage.StateData' multipart/form-data: schema: $ref: '#/components/schemas/Hangfire.Storage.StateData' security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SyncJobStatus/{jobId}: get: tags: - Integrations/Salesforce summary: Salesforce orion connect get sync job status operationId: SalesforceOrionConnect_GetSyncJobStatus parameters: - name: jobId in: path description: The Hangfire Job ID of the Salesforce sync. required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Salesforce/OrionConnect/SyncPerformance: get: tags: - Integrations/Salesforce summary: Returns performance metrics for full syncs within the specified timeframe. operationId: SalesforceOrionConnect_GetSyncPerformanceAsync parameters: - name: fromDate in: query description: Optional specific start date required: false schema: type: string format: date-time - name: daysBack in: query description: Optional number of days to look back (default 30, max 365) required: false schema: type: integer format: int32 - name: syncType in: query description: Sync type (default 1=Full sync) required: false schema: type: integer format: int32 default: 1 - name: groupBy in: query description: 'Optional grouping period: Day (0), Week (1), Month (2), or Year (3). If null, no period grouping is applied.' required: false schema: type: string enum: - Day - Week - Month - Year - name: lastNumberOfSync in: query description: Optional number of most recent syncs to analyze. If null, uses all syncs in date range. required: false schema: type: integer format: int32 - name: typeOfPerformance in: query description: 'Performance calculation type: Average (0, default) or Max (1)' required: false schema: type: string enum: - Average - Max default: 0 - name: ct in: header description: Cancellation token required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/SyncStatus: get: tags: - Integrations/Salesforce summary: Returns the most recent Salesforce sync entry with child objects. operationId: SalesforceOrionConnect_GetSyncStatusAsync parameters: - name: syncType in: query description: Optional sync type filter (0=all, 1=Full, etc.) required: false schema: type: integer format: int32 default: 0 - name: ct in: header description: Cancellation token required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Salesforce/OrionConnect/TestChatter: get: tags: - Integrations/Salesforce summary: Calls to salesforce to pull back implementation information to feed the… operationId: SalesforceOrionConnect_TestChatterAsync responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] components: schemas: OAT.DataModel.ComplexTypes.BasicAuditNotNullNotNull: properties: createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: BasicAuditNotNullNotNull type: object OAS.Integrations.Salesforce.CompareRecordDto: properties: entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis entityId: type: integer format: int32 entityDescription: type: string orgId: type: string salesforceRecordId: type: string salesforceEditBy: type: string salesforceEditDate: type: string format: date-time orionEditBy: type: string orionEditDate: type: string format: date-time isChanged: readOnly: true type: boolean fields: items: $ref: '#/components/schemas/OAS.Integrations.Salesforce.CompareRecordFieldDto' xml: name: CompareRecordFieldDto wrapped: true type: array xml: name: CompareRecordDto type: object OAS.DataModel.Integration.OrionConnect.SalesforceMapping: required: - id - name - mappingXML properties: id: type: integer format: int32 name: type: string maxLength: 50 minLength: 0 mappingXML: type: string xml: name: SalesforceMapping type: object OAS.DataModel.Integration.OrionConnect.SalesforceUser: required: - id - alClientId - dataSyncType - ssisPackageID - runSync properties: id: type: integer format: int32 orgId: type: string maxLength: 18 minLength: 0 userName: type: string maxLength: 100 minLength: 0 password: type: string maxLength: 100 minLength: 0 alClientId: type: integer format: int32 namespace: type: string maxLength: 50 minLength: 0 lastDataRefresh: type: string format: date-time audit: $ref: '#/components/schemas/OAT.DataModel.ComplexTypes.BasicAuditNotNullNotNull' redtailApiKey: type: string maxLength: 50 minLength: 0 retailSecretKey: type: string maxLength: 100 minLength: 0 redtailUrlRegex: type: string maxLength: 100 minLength: 0 redtailDatabaseId: type: integer format: int32 dataSyncType: type: integer format: int32 token: type: string maxLength: 50 minLength: 0 salesforceMappingId: type: integer format: int32 serviceURL: type: string maxLength: 100 minLength: 0 ssisPackageID: type: integer format: int32 versionNumber: type: string maxLength: 8 minLength: 0 runSync: type: integer format: int32 repId: type: integer format: int32 mapping: $ref: '#/components/schemas/OAS.DataModel.Integration.OrionConnect.SalesforceMapping' xml: name: SalesforceUser type: object OAS.Integrations.Salesforce.CompareRecordFieldDto: properties: name: type: string orionValue: type: string salesforceValue: type: string isChanged: readOnly: true type: boolean xml: name: CompareRecordFieldDto type: object Hangfire.Storage.StateData: properties: name: type: string reason: type: string data: additionalProperties: type: string type: object xml: name: StateData type: object OAS.Salesforce.OrionConnect.ProjectItemsDto: properties: id: type: string name: type: string recordType: type: string xml: name: ProjectItemsDto type: object OAS.WebApi.Code.Integrations.SalesforceSetIdentityDto: properties: auth_domain: type: string access_token: type: string xml: name: SalesforceSetIdentityDto type: object OAS.DataProcess.DTO.Integration.Salesforce.SyncJobStatus: properties: jobId: type: string jobStatus: type: string jobStateReason: type: string xml: name: SyncJobStatus type: object OAS.Salesforce.CustomCommunitiesSamlConfig: properties: alclientid: type: string urL_BASE: type: string issuer: type: string cerT_PATH: type: string cerT_PASS: type: string audience: type: string recipienT_URL: type: string relaystate: type: string destination: type: string xml: name: CustomCommunitiesSamlConfig type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header