These data mappings are for the FinancialHolding DLO found in Financial Services Cloud bundle of the Salesforce CRM Connector for Data 360.
Usage and Data Bundle
Bundle:
- Financial Services Cloud
DLO to DMO Mapping
These data mappings relate to the FinancialHolding object included in the Salesforce CRM connector and how that data connects to DMOs.
| DLO Field | DLO API Name | DLO Field Data Type | DMO | DMO Field Name |
|---|---|---|---|---|
| Asset Category | FinServ__AssetCategory__c |
picklist | Financial Holding | Financial Holding Class |
| Asset Category Name | FinServ__AssetCategoryName__c |
picklist | Financial Holding | Financial Holding Sub Class |
| Asset Class | FinServ__AssetClass__c |
picklist | Financial Holding | Equity Category |
| Financial Account | FinServ__FinancialAccount__c |
reference | Financial Holding | Financial Account |
| Gain Loss | FinServ__GainLoss__c |
currency | Financial Holding | Gain Loss Amount |
| Id | id | Financial Holding | Financial Holding Id | |
| Market Value | FinServ__MarketValue__c |
currency | Financial Holding | Market Value Amount |
| Name | text | Financial Holding | Name | |
| Percent Change | FinServ__PercentChange__c |
number | Financial Holding | Change Percent |
| Primary Owner | FinServ__PrimaryOwner__c |
text | Financial Holding | Account |
| Purchase Price | FinServ__PurchasePrice__c |
currency | Financial Holding | Purchase Price |
| Shares | FinServ__Shares__c |
number | Financial Holding | Holding Count |
| Source System Id | FinServ__SourceSystemId__c |
external reference | Financial Holding | Source System Identifier |
| Symbol | FinServ__Symbol__c |
reference | Financial Holding | Financial Security |