Salesforce CRM: Financial Goal Party Mappings

These data mappings are for the FinancialGoalParty DLO found in the Financial Services Cloud bundle of the Salesforce CRM Connector for Data 360.

Bundle:

  • Financial Services Cloud

These data mappings relate to the FinancialGoalParty object included in the Salesforce CRM connector and how that data connects to DMOs.

DLO FieldDLO API NameDLO Field Data TypeDMODMO Field Name
FinancialGoalIdreferenceFinancial Goal PartyFinancial Goal
IdreferenceFinancial Goal PartyFinancial Goal Party Id
NameidFinancial Goal PartyName
AccountIdtextFinancial Goal PartyParty