These data mappings are for the FinancialAccount 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 FinancialAccount 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 |
|---|---|---|---|---|
| Application Date | FinServ__ApplicationDate__c |
date | Financial Account | Application Date |
| AYP | FinServ__AYP__c |
percent | Investment Account | Annual Yield Percentage |
| Close Date | FinServ__CloseDate__c |
date | Financial Account | Close Date |
| Description | FinServ__Description__c |
text | Financial Account | Description |
| Expected Close Date | FinServ__ExpectedCloseDate__c |
date | Loan Account | Expected Close Date |
| Held Away | FinServ__HeldAway__c |
checkbox/boolean | Financial Account | Held Away |
| id | id | Card Account | Financial Account | |
| Card Account Id | ||||
| Deposit Account | Financial Account | |||
| Deposit Account Id | ||||
| Financial Account Fee | Financial Account | |||
| Financial Account Fee Id | ||||
| Financial Account Interest Rate | Financial Account | |||
| Financial Account Interest Rate Id | ||||
| Financial Account | Card Account | |||
| Deposit Account | ||||
| Financial Account Id | ||||
| Insurance Policy | ||||
| Investment Account | ||||
| Loan Account | ||||
| Insurance Policy | Financial Account | |||
| Insurance Policy Id | ||||
| Investment Account | Financial Account | |||
| Investment Account Id | ||||
| Loan Account | Financial Account | |||
| Loan Account Id | ||||
| Insurance Policy | FinServ__InsurancePolicy__c |
reference | Insurance Policy | Insurance Policy Number |
| Insured Amount | FinServ__InsuredAmount__c |
currency | Insurance Policy | Insured Amount |
| Interest Rate | FinServ__InterestRate__c |
percent | Financial Account Interest Rate | Interest Rate Percent |
| Investment Objectives | FinServ__InvestmentObjectives__c |
multi-select picklist | Investment Account | Investment Objective |
| Lien Holder | FinServ__LienHolder__c |
text | Financial Account | Lien Holder Name |
| Loan Amount | FinServ__LoanAmount__c |
currency | Loan Account | Loan Amount |
| Loan End Date | FinServ__LoanEndDate__c |
date | Loan Account | Loan End Date |
| Loan Term Months | FinServ__LoanTermMonths__c |
number | Loan Account | Loan Term Months |
| Managed | FinServ__Managed__c |
checkbox/boolean | Financial Account | Managed |
| Model Portfolio | FinServ__ModelPortfolio__c |
picklist | Investment Account | Model Portfolio Type |
| Name | FinServ__Name |
text | Financial Account | Name |
| Open Date | FinServ__OpenDate__c |
date | Financial Account | Open Date |
| Overdraft Allowed | FinServ__OverdraftAllowed__c |
boolean/checkbox | Deposit Account | Over Draft Allowed |
| Overdraft Protection | FinServ__OverdraftProtection__c |
boolean/checkbox | Deposit Account | Overdraft Protection |
| Policy Term | FinServ__PolicyTerm__c |
picklist | Insurance Policy | Financial Policy Term |
| Premium | FinServ__Premium__c |
currency | Insurance Policy | Premium Amount |
| Record Type Name | FinServ__RecordTypeName__c |
reference | Financial Account | Financial Account Type |
| Renewal Date | FinServ__RenewalDate__c |
date | Insurance Policy | Renewal Date |
| Repayment Period Months | FinServ__RepaymentPeriodMonths__c |
number | Loan Account | Repayment Period Months |
| Routing Number | FinServ__RoutingNumber__c |
text | Financial Account | Routing Number |
| Status | FinServ__Status__c |
picklist | Financial Account | Financial Account Status |
| Time Horizon | FinServ__TimeHorizon__c |
picklist | Investment Account | Investment Time Horizon |