DocumentationExperience PlatformSource Connectors Guide

Salesforce field mappings

Last update: Fri May 26 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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The tables below contain the mappings between Salesforce source fields and their corresponding Experience Data Model (XDM) fields.

Contact contact

Read the XDM Individual Profile overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Person Details schema field group guide and XDM Business Person Components schema field group guide.

Source field
Target XDM field path
Notes
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
concat(Id,"@${CRM_ORG_ID}.Salesforce")
b2b.personKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
AssistantName
extendedWorkDetails.assistantDetails.name.fullName
AssistantPhone
extendedWorkDetails.assistantDetails.phone.number
Birthdate
person.birthDate
CreatedDate
extSourceSystemAudit.createdDate
Department
extendedWorkDetails.departments
Email
workEmail.address
Secondary identity.
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

Lead lead

Read the XDM Individual Profile overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Person Details schema field group guide and XDM Business Person Components schema field group guide.

Source field
Target XDM field path
Notes
City
workAddress.city
ConvertedDate
b2b.convertedDate
Country
workAddress.country
Email
workEmail.address
Secondary identity.
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
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
"Salesforce"
personComponents.sourcePersonKey.sourceType
"${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

Account account

Read the XDM Business Account details overview for more information on the XDM class.

Source field
Target XDM field path
Notes
"Salesforce"
accountKey.sourceType
"${CRM_ORG_ID}"
accountKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
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 feature
Fax
accountFax.number
isDeleted
isDeleted
Id
accountKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
accountKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
Industry
accountOrganization.industry
Jigsaw
accountOrganization.jigsaw
LastActivityDate
extSourceSystemAudit.lastActivityDate
LastModifiedDate
extSourceSystemAudit.lastUpdatedDate
LastReferencedDate
extSourceSystemAudit.lastReferencedDate
LastViewedDate
extSourceSystemAudit.lastViewedDate
NaicsCode
accountOrganization.NAICSCode
data.com feature
NaicsDesc
accountOrganization.NAICSDescription
data.com feature
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 feature
Type
accountType
Website
accountOrganization.website

Opportunity opportunity

Read the XDM Business Opportunity overview for more information on the XDM class.

Source field
Target XDM field path
Notes
"Salesforce"
opportunityKey.sourceType
"${CRM_ORG_ID}"
opportunityKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
concat(Id,"@${CRM_ORG_ID}.Salesforce")
opportunityKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
AccountId
accountKey.sourceID
iif(AccountId != null && AccountId != "", to_object("sourceType", "Salesforce", "sourceInstanceID", "${CRM_ORG_ID}", "sourceKey", concat(AccountId,"@${CRM_ORG_ID}.Salesforce")), null)
accountKey
Relationship.
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

Opportunity contact role opportunity-contact-role

Read the XDM Business Opportunity Person Relation class overview for more information on the XDM class.

Source field
Target XDM field path
Notes
"Salesforce"
opportunityPersonKey.sourceType
"${CRM_ORG_ID}"
opportunityPersonKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
"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,"@${CRM_ORG_ID}.Salesforce")
opportunityPersonKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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

Read the XDM Business Campaign class overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Campaign details schema field group guide.

Source field
Target XDM field path
Notes
"Salesforce"
campaignKey.sourceType
"${CRM_ORG_ID}"
campaignKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
isDeleted
isDeleted
Id
campaignKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
campaignKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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

Campaign member campaign-member

Read the XDM Business Campaign Members overview for more information on the XDM class. For more information on the XDM field groups, read the XDM Business Campaign Member details schema field group document.

Source field
Target XDM field path
Notes
"Salesforce"
campaignMemberKey.sourceType
"${CRM_ORG_ID}"
campaignMemberKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
isDeleted
isDeleted
Id
campaignMemberKey.sourceID
concat(Id,"@${CRM_ORG_ID}.Salesforce")
campaignMemberKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
"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

Account contact relation account-contact-relation

Read the XDM Business Account Person Relation class for more information on the XDM class.

Source field
Target XDM field path
Notes
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
Primary identity.
IsActive
IsActive
IsDirect
IsDirect
LastModifiedById
extSourceSystemAudit.lastUpdatedBy
LastModifiedDate
extSourceSystemAudit.lastUpdatedDate
explode(Roles,";")
personRoles[]
StartDate
relationStartDate

Next steps

By reading this document, you have gained insight on the mapping relationship between Salesforce source fields and their corresponding XDM fields. See the documentation on creating a Salesforce source connection for more information.

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