The tables below contain the mappings between Salesforce source fields and their corresponding Experience Data Model (XDM) fields.
Read the XDM Individual Profile overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Person Details schema field group guide and XDM Business Person Components schema field group guide.
Source field | Target XDM field path | Notes |
---|---|---|
AccountId |
b2b.accountKey.sourceID |
|
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) |
b2b.accountKey |
|
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}","sourceID", AccountId, "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) |
personComponents.sourceAccountKey |
|
"Salesforce" |
b2b.personKey.sourceType |
|
"${CRM_ORG_ID}" |
b2b.personKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
b2b.personKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
AssistantName |
extendedWorkDetails.assistantDetails.name.fullName |
|
AssistantPhone |
extendedWorkDetails.assistantDetails.phone.number |
|
Birthdate |
person.birthDate |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
Department |
extendedWorkDetails.departments |
|
Email |
workEmail.address |
Secondary identity. |
Email |
personComponents.workEmail.address |
|
Fax |
faxPhone.number |
|
FirstName |
person.name.firstName |
|
HomePhone |
homePhone.number |
|
isDeleted |
isDeleted |
|
Id |
b2b.personKey.sourceID |
|
"Salesforce" |
personComponents.sourcePersonKey.sourceType |
|
"${CRM_ORG_ID}" |
personComponents.sourcePersonKey.sourceInstanceID |
|
Id |
personComponents.sourcePersonKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
personComponents.sourcePersonKey.sourceKey |
|
LastActivityDate |
extSourceSystemAudit.lastActivityDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
LastName |
person.name.lastName |
|
LastReferencedDate |
extSourceSystemAudit.lastReferencedDate |
|
LastViewedDate |
extSourceSystemAudit.lastViewedDate |
|
LeadSource |
b2b.personSource |
|
LeadSource |
personComponents.personSource |
|
MailingCity |
workAddress.city |
|
MailingCountry |
workAddress.country |
|
MailingLatitude |
workAddress._schema.latitude |
|
MailingLongitude |
workAddress._schema.longitude |
|
MailingPostalCode |
workAddress.postalCode |
|
MailingState |
workAddress.state |
|
MailingStreet |
workAddress.street1 |
|
MobilePhone |
mobilePhone.number |
|
Name |
person.name.fullName |
|
OtherCity |
otherAddress.city |
|
OtherCountry |
otherAddress.country |
|
OtherLatitude |
otherAddress._schema.latitude |
|
OtherLongitude |
otherAddress._schema.longitude |
|
OtherPhone |
otherPhone.number |
|
OtherPostalCode |
otherAddress.postalCode |
|
OtherState |
otherAddress.state |
|
OtherStreet |
otherAddress.street1 |
|
Phone |
workPhone.number |
|
ReportsToId |
extendedWorkDetails.reportsToID |
|
Salutation |
person.name.courtesyTitle |
|
Title |
extendedWorkDetails.jobTitle |
|
"Contact" |
b2b.personType |
Read the XDM Individual Profile overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Person Details schema field group guide and XDM Business Person Components schema field group guide.
Source field | Target XDM field path | Notes |
---|---|---|
City |
workAddress.city |
|
ConvertedDate |
b2b.convertedDate |
|
Country |
workAddress.country |
|
Email |
workEmail.address |
Secondary identity. |
Email |
personComponents.workEmail.address |
|
Fax |
faxPhone.number |
|
FirstName |
person.name.firstName |
|
IsConverted |
b2b.isConverted |
|
isDeleted |
isDeleted |
|
"Salesforce" |
b2b.personKey.sourceType |
|
"${CRM_ORG_ID}" |
b2b.personKey.sourceInstanceID |
|
Id |
b2b.personKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
b2b.personKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
"Salesforce" |
personComponents.sourcePersonKey.sourceType |
|
"${CRM_ORG_ID}" |
personComponents.sourcePersonKey.sourceInstanceID |
|
Id |
personComponents.sourcePersonKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
personComponents.sourcePersonKey.sourceKey |
|
LastActivityDate |
extSourceSystemAudit.lastActivityDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
LastName |
person.name.lastName |
|
LastReferencedDate |
extSourceSystemAudit.lastReferencedDate |
|
LastViewedDate |
extSourceSystemAudit.lastViewedDate |
|
LeadSource |
b2b.personSource |
|
LeadSource |
personComponents.personSource |
|
Latitude |
workAddress._schema.latitude |
|
Longitude |
workAddress._schema.longitude |
|
Name |
person.name.fullName |
|
PostalCode |
workAddress.postalCode |
|
Salutation |
person.name.courtesyTitle |
|
State |
workAddress.state |
|
Status |
b2b.personStatus |
|
Status |
personComponents.personStatus |
|
Street |
workAddress.street1 |
|
Title |
extendedWorkDetails.jobTitle |
|
Suffix |
person.name.suffix |
|
Company |
b2b.companyName |
|
Website |
b2b.companyWebsite |
|
ConvertedContactId |
b2b.convertedContactKey.sourceID |
|
iif(ConvertedContactId != null && ConvertedContactId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(ConvertedContactId,"@${CRM_ORG_ID}.Salesforce")), null) |
b2b.convertedContactKey |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
"Lead" |
b2b.personType |
|
iif(ConvertedContactId != null && ConvertedContactId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", ConvertedContactId, "sourceKey", concat(ConvertedContactId,"@${CRM_ORG_ID}.Salesforce")), null) |
personComponents.sourceConvertedContactKey |
Read the XDM Business Account details overview for more information on the XDM class.
Source field | Target XDM field path | Notes |
---|---|---|
"Salesforce" |
accountKey.sourceType |
|
"${CRM_ORG_ID}" |
accountKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
AccountNumber |
accountNumber |
|
AccountSource |
accountSourceType |
|
AnnualRevenue |
accountOrganization.annualRevenue.amount |
|
BillingCity |
accountBillingAddress.city |
|
BillingCountry |
accountBillingAddress.country |
|
BillingLatitude |
accountBillingAddress._schema.latitude |
|
BillingLongitude |
accountBillingAddress._schema.longitude |
|
BillingPostalCode |
accountBillingAddress.postalCode |
|
BillingState |
accountBillingAddress.state |
|
BillingStreet |
accountBillingAddress.street1 |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
Description |
accountDescription |
|
DunsNumber |
accountOrganization.DUNSNumber |
data.com feature |
Fax |
accountFax.number |
|
isDeleted |
isDeleted |
|
Id |
accountKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
accountKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
Industry |
accountOrganization.industry |
|
Jigsaw |
accountOrganization.jigsaw |
|
LastActivityDate |
extSourceSystemAudit.lastActivityDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
LastReferencedDate |
extSourceSystemAudit.lastReferencedDate |
|
LastViewedDate |
extSourceSystemAudit.lastViewedDate |
|
NaicsCode |
accountOrganization.NAICSCode |
data.com feature |
NaicsDesc |
accountOrganization.NAICSDescription |
data.com feature |
Name |
accountName |
|
NumberOfEmployees |
accountOrganization.numberOfEmployees |
|
Ownership |
accountOwnership |
|
ParentId |
accountParentKey.sourceID |
|
iif(ParentId != null && ParentId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(ParentId,"@${CRM_ORG_ID}.Salesforce")), null) |
accountParentKey |
|
Phone |
accountPhone.number |
|
ShippingCity |
accountShippingAddress.city |
|
ShippingCountry |
accountShippingAddress.country |
|
ShippingLatitude |
accountShippingAddress._schema.latitude |
|
ShippingLongitude |
accountShippingAddress._schema.longitude |
|
ShippingPostalCode |
accountShippingAddress.postalCode |
|
ShippingState |
accountShippingAddress.state |
|
ShippingStreet |
accountShippingAddress.street1 |
|
Sic |
accountOrganization.SICCode |
|
SicDesc |
accountOrganization.SICDescription |
|
Site |
accountSite |
|
TickerSymbol |
accountOrganization.tickerSymbol |
|
Tradestyle |
accountTradeStyle |
data.com feature |
Type |
accountType |
|
Website |
accountOrganization.website |
Read the XDM Business Opportunity overview for more information on the XDM class.
Source field | Target XDM field path | Notes |
---|---|---|
"Salesforce" |
opportunityKey.sourceType |
|
"${CRM_ORG_ID}" |
opportunityKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
opportunityKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
AccountId |
accountKey.sourceID |
|
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) |
accountKey |
Relationship. |
Amount |
opportunityAmount.amount |
|
CampaignId |
campaignKey.sourceID |
|
iif(CampaignId != null && CampaignId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(CampaignId,"@${CRM_ORG_ID}.Salesforce")), null) |
campaignKey |
|
CloseDate |
expectedCloseDate |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
Description |
opportunityDescription |
|
ExpectedRevenue |
expectedRevenue.amount |
|
FiscalQuarter |
fiscalQuarter |
|
FiscalYear |
fiscalYear |
|
ForecastCategory |
forecastCategory |
|
ForecastCategoryName |
forecastCategoryName |
|
Id |
opportunityKey.sourceID |
|
IsClosed |
isClosed |
|
isDeleted |
isDeleted |
|
IsWon |
isWon |
|
LastActivityDate |
extSourceSystemAudit.lastActivityDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
LastReferencedDate |
extSourceSystemAudit.lastReferencedDate |
|
LastViewedDate |
extSourceSystemAudit.lastViewedDate |
|
LeadSource |
leadSource |
|
Name |
opportunityName |
|
NextStep |
nextStep |
|
Probability |
probabilityPercentage |
|
StageName |
opportunityStage |
|
TotalOpportunityQuantity |
opportunityQuantity |
|
Type |
opportunityType |
|
CurrencyIsoCode |
opportunityAmount.currencyCode |
Read the XDM Business Opportunity Person Relation class overview for more information on the XDM class.
Source field | Target XDM field path | Notes |
---|---|---|
"Salesforce" |
opportunityPersonKey.sourceType |
|
"${CRM_ORG_ID}" |
opportunityPersonKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
"Salesforce" |
personKey.sourceType |
|
"${CRM_ORG_ID}" |
personKey.sourceInstanceID |
|
ContactId |
personKey.sourceID |
|
concat(ContactId,"@${CRM_ORG_ID}.Salesforce") |
personKey.sourceKey |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
Id |
opportunityPersonKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
opportunityPersonKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
isDeleted |
isDeleted |
|
IsPrimary |
isPrimary |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
"Salesforce" |
opportunityKey.sourceType |
|
"${CRM_ORG_ID}" |
opportunityKey.sourceInstanceID |
|
OpportunityId |
opportunityKey.sourceID |
|
concat(OpportunityId,"@${CRM_ORG_ID}.Salesforce") |
opportunityKey.sourceKey |
|
Role |
personRole |
Read the XDM Business Campaign class overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Campaign details schema field group guide.
Source field | Target XDM field path | Notes |
---|---|---|
"Salesforce" |
campaignKey.sourceType |
|
"${CRM_ORG_ID}" |
campaignKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
isDeleted |
isDeleted |
|
Id |
campaignKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
campaignKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
Name |
campaignName |
|
ParentId |
parentCampaignKey.sourceID |
|
iif(ParentId != null && ParentId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(ParentId,"@${CRM_ORG_ID}.Salesforce")), null) |
parentCampaignKey |
|
Type |
campaignType |
|
Status |
campaignStatus |
|
StartDate |
campaignStartDate |
|
EndDate |
campaignEndDate |
|
ExpectedRevenue |
expectedRevenue.amount |
|
BudgetedCost |
budgetedCost.amount |
|
ActualCost |
actualCost.amount |
|
ExpectedResponse |
expectedResponse |
|
IsActive |
isActive |
|
Description |
campaignDescription |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
LastActivityDate |
extSourceSystemAudit.lastActivityDate |
|
LastViewedDate |
extSourceSystemAudit.lastViewedDate |
|
LastReferencedDate |
extSourceSystemAudit.lastReferencedDate |
|
CurrencyIsoCode |
actualCost.currencyCode |
Read the XDM Business Campaign Members overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Campaign Member details schema field group document.
Source field | Target XDM field path | Notes |
---|---|---|
"Salesforce" |
campaignMemberKey.sourceType |
|
"${CRM_ORG_ID}" |
campaignMemberKey.sourceInstanceID |
The value for "${CRM_ORG_ID}" will be automatically replaced. |
isDeleted |
isDeleted |
|
Id |
campaignMemberKey.sourceID |
|
concat(Id,"@${CRM_ORG_ID}.Salesforce") |
campaignMemberKey.sourceKey |
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced. |
"Salesforce" |
campaignKey.sourceType |
|
${CRM_ORG_ID} |
campaignKey.sourceInstanceID |
|
CampaignId |
campaignKey.sourceID |
|
concat(CampaignId,"@${CRM_ORG_ID}.Salesforce") |
campaignKey.sourceKey |
|
"Salesforce" |
personKey.sourceType |
|
${CRM_ORG_ID} |
personKey.sourceInstanceID |
|
LeadOrContactId |
personKey.sourceID |
|
concat(LeadOrContactId,"@${CRM_ORG_ID}.Salesforce") |
personKey.sourceKey |
|
Status |
memberStatus |
|
HasResponded |
hasResponded |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
FirstRespondedDate |
firstRespondedDate |
|
Type |
b2b.personType |
Read the XDM Business Account Person Relation class for more information on the XDM class.
Source field | Target XDM field path | Notes |
---|---|---|
AccountId |
accountKey.sourceID |
|
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) |
accountKey |
|
ContactId |
personKey.sourceID |
|
iif(ContactId != null && ContactId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(ContactId,"@${CRM_ORG_ID}.Salesforce")), null) |
personKey |
|
CreatedById |
extSourceSystemAudit.createdBy |
|
CreatedDate |
extSourceSystemAudit.createdDate |
|
EndDate |
relationEndDate |
|
IsDeleted |
isDeleted |
|
Id |
accountPersonKey.sourceID |
|
"Salesforce" |
accountPersonKey.sourceType |
|
"${CRM_ORG_ID}" |
accountPersonKey.sourceInstanceID |
|
concat(Id, "@${CRM_ORG_ID}.Salesforce") |
accountPersonKey.sourceKey |
Primary identity. |
IsActive |
IsActive |
|
IsDirect |
IsDirect |
|
LastModifiedById |
extSourceSystemAudit.lastUpdatedBy |
|
LastModifiedDate |
extSourceSystemAudit.lastUpdatedDate |
|
explode(Roles,";") |
personRoles[] |
|
StartDate |
relationStartDate |
By reading this document, you have gained insight on the mapping relationship between Salesforce source fields and their corresponding XDM fields. See the documentation on creating a Salesforce source connection for more information.