Financial Services Cloud Bundle Data Mappings

The Financial Services Cloud data bundle for Data Cloud helps financial services firms increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. These data mappings relate to Financial Services Cloud bundle available for the Salesforce CRM connector. You can add to or customize the data mappings.

Source Object Mapping Reference
Account Account Mappings
Alert Alert Mappings
Card Card Mappings
Contact Contact Mappings
Financial Account Financial Account Mappings
Financial Account Role Financial Account Role Mappings
Financial Goal Financial Goal Mappings
Financial Goal Party Financial Goal Party Mappings
Financial Holding Financial Holding Mappings
Party Expense Party Expense Mappings
Party Income Party Income Mappings
Personal Life Event Personal Life Event Mappings
Topic Topic Mappings