Data Cloud Reference Guide
jSalesforce CRM: Financial Account Role Mappings
These data mappings are for the FinancialAccountRole 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 FinancialAccountRole
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 |
|---|---|---|---|---|
| Related Contact | FinServ__RelatedContact__c | reference | Financial Account Party | Contact |
| Related Account | FinServ__RelatedAccount__c | reference | Financial Account Party | Account |
| Financia Account | FinServ__FinancialAccount__c | reference | Financial Account Party | Financial Account |
| Role | FinServ__Role__c | picklist | Financial Account Party | Financial Account Role |
| Id | Id | Financial Account Party | Financial Account Party Id | |
| Name | text | Financial Account Party | Name | |
| Active | FinServ__Active__c | checkbox/boolean | Financial Account Party | Active |