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FinancialPlan DLO Mappings

The FinancialPlan object is a Salesforce standard object that you can ingest and map to Data Model Objects (DMOs) for use in Data Cloud-powered features and agents.

Object Mapping Diagram for FinancialPlan

Mappings to the FinancialPlan DMO Object

The FinancialPlan DLO is mapped to the FinancialPlan DMO.

Mapping diagram for FinancialPlan DLO to FinancialPlan DMO

  • The FinancialPlan DLO field AccountId maps to the FinancialPlan DMO Object PartyId field.
  • The FinancialPlan DLO field DataSource maps to the FinancialPlan DMO Object DataSourceId field.
  • The FinancialPlan DLO field DataSourceObject maps to the FinancialPlan DMO Object DataSourceObjectId field.
  • The FinancialPlan DLO field Description maps to the FinancialPlan DMO Object Description field.
  • The FinancialPlan DLO field EstimatedSuccessPercent maps to the FinancialPlan DMO Object EstimatedSuccessPercent field.
  • The FinancialPlan DLO field Id maps to the FinancialPlan DMO Object Id field.
  • The FinancialPlan DLO field Name maps to the FinancialPlan DMO Object NameInterfaceField field.
  • The FinancialPlan DLO field Status maps to the FinancialPlan DMO Object FinancialPlanStatus field.
  • The FinancialPlan DLO field Type maps to the FinancialPlan DMO Object FinancialPlanType field.