Salesforce CRM: Financial Goal Mappings

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

Bundle:

  • Financial Services Cloud

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

DLO FieldDLO API NameDLO Field Data TypeDMODMO Field Name
ActualAmouncurrencyFinancial GoalActual Value Amount
CompletionDatedateFinancial GoalCompletion Date
StatuspicklistFinancial GoalFinancial Goal Status
TypepicklistFinancial GoalFinancial Goal Type
IdidFinancial GoalFinancial Goal Id
InitialAmountcurrencyFinancial GoalInitial Value Amount
NametextFinancial GoalName
TargetDatedateFinancial GoalTarget Date
TargetAmountcurrencyFinancial GoalTarget Value Amount