Salesforce asignaciones de campos

Última actualización: 2023-05-26
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Las siguientes tablas contienen las asignaciones entre Salesforce campos de origen y sus campos correspondientes del Modelo de datos de experiencia (XDM).

Contacto

Lea el Información general del perfil individual XDM para obtener más información sobre la clase XDM. Para obtener más información sobre los grupos de campos XDM, lea la Grupo de campos de esquema de detalles de persona empresarial de XDM guía y Grupo de campos de esquema de componentes de persona de negocio XDM guía.

Campo de origen Ruta del campo XDM de destino Notas
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
concat(Id,"@${CRM_ORG_ID}.Salesforce") b2b.personKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
AssistantName extendedWorkDetails.assistantDetails.name.fullName
AssistantPhone extendedWorkDetails.assistantDetails.phone.number
Birthdate person.birthDate
CreatedDate extSourceSystemAudit.createdDate
Department extendedWorkDetails.departments
Email workEmail.address Identidad secundaria.
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

Posible cliente

Lea el Información general del perfil individual XDM para obtener más información sobre la clase XDM. Para obtener más información sobre los grupos de campos XDM, lea la Grupo de campos de esquema de detalles de persona empresarial de XDM guía y Grupo de campos de esquema de componentes de persona de negocio XDM guía.

Campo de origen Ruta del campo XDM de destino Notas
City workAddress.city
ConvertedDate b2b.convertedDate
Country workAddress.country
Email workEmail.address Identidad secundaria.
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 Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
"Salesforce" personComponents.sourcePersonKey.sourceType
"${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

Cuenta

Lea el Información general de cuenta empresarial de XDM para obtener más información sobre la clase XDM.

Campo de origen Ruta del campo XDM de destino Notas
"Salesforce" accountKey.sourceType
"${CRM_ORG_ID}" accountKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
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 Característica data.com
Fax accountFax.number
isDeleted isDeleted
Id accountKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") accountKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
Industry accountOrganization.industry
Jigsaw accountOrganization.jigsaw
LastActivityDate extSourceSystemAudit.lastActivityDate
LastModifiedDate extSourceSystemAudit.lastUpdatedDate
LastReferencedDate extSourceSystemAudit.lastReferencedDate
LastViewedDate extSourceSystemAudit.lastViewedDate
NaicsCode accountOrganization.NAICSCode Característica data.com
NaicsDesc accountOrganization.NAICSDescription Característica data.com
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 Característica data.com
Type accountType
Website accountOrganization.website

Oportunidad

Lea el Resumen de oportunidad empresarial de XDM para obtener más información sobre la clase XDM.

Campo de origen Ruta del campo XDM de destino Notas
"Salesforce" opportunityKey.sourceType
"${CRM_ORG_ID}" opportunityKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
concat(Id,"@${CRM_ORG_ID}.Salesforce") opportunityKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
AccountId accountKey.sourceID
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) accountKey Relación.
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

Función de contacto de oportunidad

Lea el Información general de la clase de relación personal de oportunidad empresarial XDM para obtener más información sobre la clase XDM.

Campo de origen Ruta del campo XDM de destino Notas
"Salesforce" opportunityPersonKey.sourceType
"${CRM_ORG_ID}" opportunityPersonKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
"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,"@${CRM_ORG_ID}.Salesforce") opportunityPersonKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
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

Campaign

Lea el Información general sobre la clase de campaña empresarial XDM para obtener más información sobre la clase XDM. Para obtener más información sobre los grupos de campos XDM, lea la Grupo de campos de esquema de detalles de XDM Business Campaign guía.

Campo de origen Ruta del campo XDM de destino Notas
"Salesforce" campaignKey.sourceType
"${CRM_ORG_ID}" campaignKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
isDeleted isDeleted
Id campaignKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") campaignKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
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

Miembro de campaña

Lea el Información general sobre los miembros de XDM Business Campaign para obtener más información sobre la clase XDM. Para obtener más información sobre los grupos de campos XDM, lea la Grupo de campos de esquema de detalles del miembro de la campaña empresarial XDM documento.

Campo de origen Ruta del campo XDM de destino Notas
"Salesforce" campaignMemberKey.sourceType
"${CRM_ORG_ID}" campaignMemberKey.sourceInstanceID El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
isDeleted isDeleted
Id campaignMemberKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") campaignMemberKey.sourceKey Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.
"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

Relación de contacto de cuenta

Lea el Clase de relación de persona de la cuenta XDM para obtener más información sobre la clase XDM.

Campo de origen Ruta del campo XDM de destino Notas
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 Identidad principal.
IsActive IsActive
IsDirect IsDirect
LastModifiedById extSourceSystemAudit.lastUpdatedBy
LastModifiedDate extSourceSystemAudit.lastUpdatedDate
explode(Roles,";") personRoles[]
StartDate relationStartDate

Pasos siguientes

Al leer este documento, ha obtenido información sobre la relación de asignación entre Salesforce campos de origen y sus campos XDM correspondientes. Consulte la documentación sobre creación de un Salesforce conexión de origen para obtener más información.

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