Salesforce Docs Portal

SecuritiesHolding DLO Mappings

The SecuritiesHolding 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 SecuritiesHolding

Mappings to the FinancialHolding DMO Object

The SecuritiesHolding DLO is mapped to the FinancialHolding DMO.

Mapping diagram for SecuritiesHolding DLO to FinancialHolding DMO

  • The SecuritiesHolding DLO field Id maps to the FinancialHolding DMO Object Id field.
  • The SecuritiesHolding DLO field Name maps to the FinancialHolding DMO Object NameInterfaceField field.
  • The SecuritiesHolding DLO field Shares maps to the FinancialHolding DMO Object HoldingCount field.
  • The SecuritiesHolding DLO field PurchasePrice maps to the FinancialHolding DMO Object PurchasePriceAmount field.
  • The SecuritiesHolding DLO field MarketValue maps to the FinancialHolding DMO Object MarketValueAmount field.
  • The SecuritiesHolding DLO field GainLoss maps to the FinancialHolding DMO Object GainLossAmount field.
  • The SecuritiesHolding DLO field InvestmentStartDate maps to the FinancialHolding DMO Object OrderDateTime field.
  • The SecuritiesHolding DLO field PercentChange maps to the FinancialHolding DMO Object ChangePercent field.
  • The SecuritiesHolding DLO field AssetClass maps to the FinancialHolding DMO Object FinancialHoldingClass field.
  • The SecuritiesHolding DLO field AssetCategory maps to the FinancialHolding DMO Object EquityCategory field.
  • The SecuritiesHolding DLO field PrimaryOwnerId maps to the FinancialHolding DMO Object AccountId field.
  • The SecuritiesHolding DLO field FinancialSecurityId maps to the FinancialHolding DMO Object FinancialSecurityId field.
  • The SecuritiesHolding DLO field FinancialAccountId maps to the FinancialHolding DMO Object FinancialAccountId field.
  • The SecuritiesHolding DLO field SourceSystemIdentifier maps to the FinancialHolding DMO Object SourceSystemIdentifier field.
  • The SecuritiesHolding DLO field DataSource maps to the FinancialHolding DMO Object DataSourceId field.
  • The SecuritiesHolding DLO field DataSourceObject maps to the FinancialHolding DMO Object DataSourceObjectId field.