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

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.