Salesforce CRM: Financial Goal Mappings

These data mappings are for the FinancialGoal DLO found in Financial Services Cloud bundle of the Salesforce CRM Connector for Data Cloud.

Usage and Data Bundle

Bundle:

  • Financial Services Cloud

DLO to DMO Mapping

These data mappings relate to the FinancialGoal 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
ActualAmoun currency Financial Goal Actual Value Amount
CompletionDate date Financial Goal Completion Date
Status picklist Financial Goal Financial Goal Status
Type picklist Financial Goal Financial Goal Type
Id id Financial Goal Financial Goal Id
InitialAmount currency Financial Goal Initial Value Amount
Name text Financial Goal Name
TargetDate date Financial Goal Target Date
TargetAmount currency Financial Goal Target Value Amount