Salesforce 欄位對應

Last update: Tue Nov 14 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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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 contact

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}" 將會自動取代。

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

b2b.personKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

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 lead

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

"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}" 將會自動取代。

"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 account

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}" 將會自動取代。

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

Id

accountKey.sourceID

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

accountKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

商機 opportunity

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}" 將會自動取代。

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

opportunityKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

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 opportunity-contact-role

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}" 將會自動取代。

"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}" 將會自動取代。

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

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}" 將會自動取代。

isDeleted

Id

campaignKey.sourceID

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

campaignKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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 campaign-member

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}" 將會自動取代。

isDeleted

Id

campaignMemberKey.sourceID

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

campaignMemberKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

"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 account-contact-relation

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

IsDirect

LastModifiedById

extSourceSystemAudit.lastUpdatedBy

LastModifiedDate

extSourceSystemAudit.lastUpdatedDate

explode(Roles,";")

personRoles[]

StartDate

relationStartDate

後續步驟

閱讀本檔案後，您對兩者之間的對應關係有了深入解析 Salesforce 來源欄位及其對應的XDM欄位。請參閱以下檔案：建立 Salesforce 來源連線以取得詳細資訊。

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