Salesforce 字段映射

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

联系人 contact

阅读 XDM个人资料概述 以了解有关XDM类的详细信息。 有关XDM字段组的更多信息,请参阅 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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
concat(Id,"@${CRM_ORG_ID}.Salesforce")
b2b.personKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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
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

阅读 XDM个人资料概述 以了解有关XDM类的详细信息。 有关XDM字段组的更多信息,请参阅 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
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
isDeleted
"Salesforce"
b2b.personKey.sourceType
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
Id
b2b.personKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
b2b.personKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
"Salesforce"
personComponents.sourcePersonKey.sourceType
"${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

阅读 XDM业务帐户详细信息概述 以了解有关XDM类的详细信息。

源字段
目标XDM字段路径
注释
"Salesforce"
accountKey.sourceType
"${CRM_ORG_ID}"
accountKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
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,"@${CRM_ORG_ID}.Salesforce")
accountKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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

阅读 XDM业务机会概述 以了解有关XDM类的详细信息。

源字段
目标XDM字段路径
注释
"Salesforce"
opportunityKey.sourceType
"${CRM_ORG_ID}"
opportunityKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
concat(Id,"@${CRM_ORG_ID}.Salesforce")
opportunityKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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
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

阅读 XDM业务机会人员关系类概述 以了解有关XDM类的详细信息。

源字段
目标XDM字段路径
注释
"Salesforce"
opportunityPersonKey.sourceType
"${CRM_ORG_ID}"
opportunityPersonKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
"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,"@${CRM_ORG_ID}.Salesforce")
opportunityPersonKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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 campaign

阅读 XDM商业营销活动类概述 以了解有关XDM类的详细信息。 有关XDM字段组的更多信息,请参阅 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
"${CRM_ORG_ID}"
campaignKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
isDeleted
isDeleted
Id
campaignKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
campaignKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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

阅读 XDM商业营销活动成员概述 以了解有关XDM类的详细信息。 有关XDM字段组的更多信息,请参阅 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
"${CRM_ORG_ID}"
campaignMemberKey.sourceInstanceID
的值 "${CRM_ORG_ID}" 将被自动替换。
isDeleted
isDeleted
Id
campaignMemberKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
campaignMemberKey.sourceKey
主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
"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

阅读 XDM业务帐户人员关系类 以了解有关XDM类的详细信息。

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
主要标识.
IsActive
IsActive
IsDirect
IsDirect
LastModifiedById
extSourceSystemAudit.lastUpdatedBy
LastModifiedDate
extSourceSystemAudit.lastUpdatedDate
explode(Roles,";")
personRoles[]
StartDate
relationStartDate

后续步骤

通过阅读本文档,您已获得对以下项目之间的映射关系的洞察 Salesforce 源字段及其对应的XDM字段。 请参阅相关文档 创建 Salesforce 源连接 以了解更多信息。

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