Salesforce CRM: Account Mappings

After a data stream is deployed, the Salesforce CRM starter data bundle automatically maps data from Sales Cloud or Service Cloud to data model objects (DMO)s in Data Cloud. The Sales Cloud and Service Cloud bundles deploy mappings to Contact Point type DMOs. Identity Resolution uses the DMOs, which link multiple records into a unified customer profile.

These mappings are used for various purposes within these bundles.

Bundles:

Financial Services
Sales Cloud
Service Cloud

See the Financial Services Cloud Developer Guide for descriptions of these DSO fields.

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

DLO Field	DLO Field API Name	DLO Field Data Type	DMO	DMO Field Name	Additional Details
Account Description	`Description__c`	text	Account	Account Description
Account Id	`Id_c`	text	Account	Account Id	Primary Key
				Sales Phone	Foreign Key
				Bill Contact Address	Foreign Key
			Contact Point Address	Contact Point Address Id	Primary Key
			Contact Point Phone	Contact Point Phone Id	Primary Key
Account Name	`Name_c`	text	Account	Account Name
Account Number	`AccountNumber__c`	text	Account	Account Number
Account Phone	`Phone__c`	text	Contact Point Phone	Telephone Number
Billing City	`BillingCity__c`	text	Contact Point Address	City Name
Billing Country	`BillingCountry__c`	text	Contact Point Address	Country Name
Billing Latitude	`BillingLatitude__c`	number	Contact Point Address	Geo Latitude
Billing Longitude	`BillingLongitude__c`	number	Contact Point Address	Geo Latitude
Billing Zip/Postal Code	`BillingPostalCode__c`	text	Contact Point Address	Postal Code Text
Billing State/Province	`BillingState__c`	text	Contact Point Address	State Province Name
Billing Street	`BillingStreet__c`	text	Contact Point Address	Address Line 1
Client Category	`FinServ__ClientCategory_c`	picklist	Financial Customer	Customer Category	Used with Financial Services.
Contact ID		text	Contact Point Phone	Party	Foreign Key
			Contact Point Address		Foreign Key
			Contact Point Phone		Foreign Key
Created Date	`CreatedDate__c`	dateTime	Account	Created Date
Description		text	Account	Account Description	Used with Financial Services.
Household Policies	`FinServ__HouseHoldPolicies_c`	picklist	Financial Customer		Used with Financial Services.
Id		id	Account	Account Id	Used with Financial Services.
			Financial Customer	Account	Used with Financial Services.
				Financial Customer Id	Used with Financial Services.
Investment Experiene	`FinServ__InvestmentExperience_c`	picklist	Financial Customer	Investment Experience Level	Used with Financial Services.
Last Activity	`LastActivityDate__c`	date	Account	Last Activity Date
Last Modified Date	`LastModifiedDate__c`	dateTime	Account	Last Modified Date
Name		text	Account	Account Name	Used with Financial Services
Next Interaction	`FinServ__NextInteraction__c`	date	Account	Next Interaction Date	Used with Financial Services
Next Review	`FinServ__NextReview__c`	date	Account	Next. Review Date	Used with Financial Services
Parent Account ID	`ParentId__c`	text	Account	Parent Account	Foreign Key
Review Frequency	`FinServ__ReviewFrequency__c`	picklist	Account	Review Frequency	Used with Financial Services
Service Model	`FinServ__ServiceModel_c`	picklist	Financial Customer	Customer Service Level	Used with Financial Services
Type		text	Account	Account Type	Foreign Key