Salesforce字段映射

Last update: Tue Jul 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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下表包含Salesforce源字段及其相应的体验数据模型(XDM)字段之间的映射。

联系人 contact

有关XDM类的更多信息，请阅读XDM个人配置文件概述。有关XDM字段组的详细信息，请阅读XDM业务人员详细信息架构字段组指南和XDM业务人员组件架构字段组指南。

源字段

目标XDM字段路径

注释

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

将自动替换"${CRM_ORG_ID}"的值。

concat(Id,"@${CRM_ORG_ID}.Salesforce")

b2b.personKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

AssistantName

extendedWorkDetails.assistantDetails.name.fullName

AssistantPhone

extendedWorkDetails.assistantDetails.phone.number

Birthdate

person.birthDate

CreatedDate

extSourceSystemAudit.createdDate

Department

extendedWorkDetails.departments

Email

workEmail.address

辅助标识。

Email

personComponents.workEmail.address

Fax

faxPhone.number

FirstName

person.name.firstName

HomePhone

homePhone.number

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

潜在客户 lead

源字段

目标XDM字段路径

注释

City

workAddress.city

ConvertedDate

b2b.convertedDate

Country

workAddress.country

Email

workEmail.address

辅助标识。

Email

personComponents.workEmail.address

Fax

faxPhone.number

FirstName

person.name.firstName

IsConverted

b2b.isConverted

isDeleted

"Salesforce"

b2b.personKey.sourceType

"${CRM_ORG_ID}"

b2b.personKey.sourceInstanceID

Id

b2b.personKey.sourceID

concat(Id,"@${CRM_ORG_ID}.Salesforce")

b2b.personKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

"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

帐户 account

有关XDM类的详细信息，请阅读XDM业务帐户详细信息概述。

源字段

目标XDM字段路径

注释

"Salesforce"

accountKey.sourceType

"${CRM_ORG_ID}"

accountKey.sourceInstanceID

将自动替换"${CRM_ORG_ID}"的值。

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

Id

accountKey.sourceID

concat(Id,"@${CRM_ORG_ID}.Salesforce")

accountKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

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

机会 opportunity

有关XDM类的详细信息，请阅读XDM业务机会概述。

源字段

目标XDM字段路径

注释

"Salesforce"

opportunityKey.sourceType

"${CRM_ORG_ID}"

opportunityKey.sourceInstanceID

将自动替换"${CRM_ORG_ID}"的值。

concat(Id,"@${CRM_ORG_ID}.Salesforce")

opportunityKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

AccountId

accountKey.sourceID

iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null)

accountKey

关系。

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

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

机会联系人角色 opportunity-contact-role

有关XDM类的详细信息，请阅读XDM业务机会人员关系类概述。

源字段

目标XDM字段路径

注释

"Salesforce"

opportunityPersonKey.sourceType

"${CRM_ORG_ID}"

opportunityPersonKey.sourceInstanceID

将自动替换"${CRM_ORG_ID}"的值。

"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

主要身份。将自动替换"${CRM_ORG_ID}"的值。

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 campaign

有关XDM类的详细信息，请阅读XDM商业营销活动类概述。有关XDM字段组的详细信息，请阅读XDM商业营销活动详细信息架构字段组指南。

源字段

目标XDM字段路径

注释

"Salesforce"

campaignKey.sourceType

"${CRM_ORG_ID}"

campaignKey.sourceInstanceID

将自动替换"${CRM_ORG_ID}"的值。

isDeleted

Id

campaignKey.sourceID

concat(Id,"@${CRM_ORG_ID}.Salesforce")

campaignKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

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

营销活动成员 campaign-member

有关XDM类的详细信息，请阅读XDM商业营销活动成员概述。有关XDM字段组的详细信息，请阅读XDM商业营销活动成员详细信息架构字段组文档。

源字段

目标XDM字段路径

注释

"Salesforce"

campaignMemberKey.sourceType

"${CRM_ORG_ID}"

campaignMemberKey.sourceInstanceID

将自动替换"${CRM_ORG_ID}"的值。

isDeleted

Id

campaignMemberKey.sourceID

concat(Id,"@${CRM_ORG_ID}.Salesforce")

campaignMemberKey.sourceKey

主要身份。将自动替换"${CRM_ORG_ID}"的值。

"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

帐户联系人关系 account-contact-relation

有关XDM类的详细信息，请阅读XDM业务帐户人员关系类。

源字段

目标XDM字段路径

注释

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

主要身份。

IsActive

IsDirect

LastModifiedById

extSourceSystemAudit.lastUpdatedBy

LastModifiedDate

extSourceSystemAudit.lastUpdatedDate

explode(Roles,";")

personRoles[]

StartDate

relationStartDate

后续步骤

通过阅读本文档，您已了解Salesforce源字段及其相应XDM字段之间的映射关系。有关详细信息，请参阅有关创建 Salesforce 源连接的文档。

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