---
schema_version: "1"
id: 494eece24710201d3109ae76c57b0d3f3ed9867d409582e457c907b6c97a24dc
title: "Salesforce CRM: Financial Account Mappings"
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/mappings/c360dm-crm-fsc-finacct.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-crm-fsc-finacct.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 9cd945a688d327debf917df5d487aeb09137a8857adb2a461970afd0ab6c7e39
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Salesforce CRM: Financial Account Mappings

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            |