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

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 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 PrimaryOwner maps to the FinancialHolding DMO Object AccountId field.
  • The SecuritiesHolding DLO field FinancialSecurity maps to the FinancialHolding DMO Object FinancialSecurityId field.
  • The SecuritiesHolding DLO field FinancialAccount 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.