Salesforce CRM: Financial Account Role Mappings
These data mappings are for the FinancialAccountRole 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 FinancialAccountRole object included in the Salesforce CRM connector and how that data connects to DMOs.
| DLO Field | DLO API Name | DLO Field Data Type | DMO | DMO Field Name |
|---|---|---|---|---|
| Related Contact | FinServ__RelatedContact__c | reference | Financial Account Party | Contact |
| Related Account | FinServ__RelatedAccount__c | reference | Financial Account Party | Account |
| Financia Account | FinServ__FinancialAccount__c | reference | Financial Account Party | Financial Account |
| Role | FinServ__Role__c | picklist | Financial Account Party | Financial Account Role |
| Id | Id | Financial Account Party | Financial Account Party Id | |
| Name | text | Financial Account Party | Name | |
| Active | FinServ__Active__c | checkbox/boolean | Financial Account Party | Active |