Salesforce CRM: Financial Holding Mappings

These data mappings are for the FinancialHolding 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 FinancialHolding object included in the Salesforce CRM connector and how that data connects to DMOs.

DLO FieldDLO API NameDLO Field Data TypeDMODMO Field Name
Asset CategoryFinServ__AssetCategory__cpicklistFinancial HoldingFinancial Holding Class
Asset Category NameFinServ__AssetCategoryName__cpicklistFinancial HoldingFinancial Holding Sub Class
Asset ClassFinServ__AssetClass__cpicklistFinancial HoldingEquity Category
Financial AccountFinServ__FinancialAccount__creferenceFinancial HoldingFinancial Account
Gain LossFinServ__GainLoss__ccurrencyFinancial HoldingGain Loss Amount
IdidFinancial HoldingFinancial Holding Id
Market ValueFinServ__MarketValue__ccurrencyFinancial HoldingMarket Value Amount
NametextFinancial HoldingName
Percent ChangeFinServ__PercentChange__cnumberFinancial HoldingChange Percent
Primary OwnerFinServ__PrimaryOwner__ctextFinancial HoldingAccount
Purchase PriceFinServ__PurchasePrice__ccurrencyFinancial HoldingPurchase Price
SharesFinServ__Shares__cnumberFinancial HoldingHolding Count
Source System IdFinServ__SourceSystemId__cexternal referenceFinancial HoldingSource System Identifier
SymbolFinServ__Symbol__creferenceFinancial HoldingFinancial Security