Salesforce 欄位對應

下表包含下列專案之間的對應： Salesforce 來源欄位與其對應的體驗資料模型(XDM)欄位。

連絡人

閱讀 XDM個別設定檔概述 以取得有關XDM類別的詳細資訊。 如需XDM欄位群組的詳細資訊，請閱讀 XDM商業人士詳細資料結構描述欄位群組 指南和 XDM商業人士元件結構描述欄位群組 指南。

來源欄位 目標XDM欄位路徑 附註
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
concat(Id,"@${CRM_ORG_ID}.Salesforce") b2b.personKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
AssistantName extendedWorkDetails.assistantDetails.name.fullName
AssistantPhone extendedWorkDetails.assistantDetails.phone.number
Birthdate person.birthDate
CreatedDate extSourceSystemAudit.createdDate
Department extendedWorkDetails.departments
Email workEmail.address 次要身分。
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

銷售機會

閱讀 XDM個別設定檔概述 以取得有關XDM類別的詳細資訊。 如需XDM欄位群組的詳細資訊，請閱讀 XDM商業人士詳細資料結構描述欄位群組 指南和 XDM商業人士元件結構描述欄位群組 指南。

來源欄位 目標XDM欄位路徑 附註
City workAddress.city
ConvertedDate b2b.convertedDate
Country workAddress.country
Email workEmail.address 次要身分。
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 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
"Salesforce" personComponents.sourcePersonKey.sourceType
"${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

帳戶

閱讀 XDM商業帳戶詳細資料總覽 以取得有關XDM類別的詳細資訊。

來源欄位 目標XDM欄位路徑 附註
"Salesforce" accountKey.sourceType
"${CRM_ORG_ID}" accountKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
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功能
Fax accountFax.number
isDeleted isDeleted
Id accountKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") accountKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
Industry accountOrganization.industry
Jigsaw accountOrganization.jigsaw
LastActivityDate extSourceSystemAudit.lastActivityDate
LastModifiedDate extSourceSystemAudit.lastUpdatedDate
LastReferencedDate extSourceSystemAudit.lastReferencedDate
LastViewedDate extSourceSystemAudit.lastViewedDate
NaicsCode accountOrganization.NAICSCode data.com功能
NaicsDesc accountOrganization.NAICSDescription data.com功能
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功能
Type accountType
Website accountOrganization.website

機會

閱讀 XDM商業機會概觀 以取得有關XDM類別的詳細資訊。

來源欄位 目標XDM欄位路徑 附註
"Salesforce" opportunityKey.sourceType
"${CRM_ORG_ID}" opportunityKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
concat(Id,"@${CRM_ORG_ID}.Salesforce") opportunityKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
AccountId accountKey.sourceID
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null) accountKey 關係.
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

機會聯絡人角色

閱讀 XDM商業機會個人關係類別概觀 以取得有關XDM類別的詳細資訊。

來源欄位 目標XDM欄位路徑 附註
"Salesforce" opportunityPersonKey.sourceType
"${CRM_ORG_ID}" opportunityPersonKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
"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,"@${CRM_ORG_ID}.Salesforce") opportunityPersonKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
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

閱讀 XDM商業活動類別概覽 以取得有關XDM類別的詳細資訊。 如需XDM欄位群組的詳細資訊，請閱讀 XDM商業活動詳細資料結構描述欄位群組 指南。

來源欄位 目標XDM欄位路徑 附註
"Salesforce" campaignKey.sourceType
"${CRM_ORG_ID}" campaignKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
isDeleted isDeleted
Id campaignKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") campaignKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
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

行銷活動會員

閱讀 XDM商業活動會員總覽 以取得有關XDM類別的詳細資訊。 如需XDM欄位群組的詳細資訊，請閱讀 XDM商業活動會員詳細資料結構描述欄位群組 檔案。

來源欄位 目標XDM欄位路徑 附註
"Salesforce" campaignMemberKey.sourceType
"${CRM_ORG_ID}" campaignMemberKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將被自動取代。
isDeleted isDeleted
Id campaignMemberKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce") campaignMemberKey.sourceKey 主要身分識別. 的值 "${CRM_ORG_ID}" 將被自動取代。
"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

帳戶聯絡人關係

閱讀 XDM商業帳戶個人關係類別 以取得有關XDM類別的詳細資訊。

來源欄位 目標XDM欄位路徑 附註
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 主要身分識別.
IsActive IsActive
IsDirect IsDirect
LastModifiedById extSourceSystemAudit.lastUpdatedBy
LastModifiedDate extSourceSystemAudit.lastUpdatedDate
explode(Roles,";") personRoles[]
StartDate relationStartDate

後續步驟

閱讀本檔案後，您已深入瞭解兩者之間的對應關係 Salesforce 來源欄位及其對應的XDM欄位。 請參閱以下說明檔案： 建立 Salesforce 來源連線 以取得詳細資訊。

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