Field Mapping for Financial Account Balance
When you plan to migrate metadata and data for the Financial Account Balance object from the Financial Services Cloud managed package to the standard data model, refer to the field mapping.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
In the Financial Services Cloud managed package, balance details are represented using the fields within the Financial Account object. In the standard data model, balance details are represented using a separate object known as Financial Account Balance.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type | Notes |
|---|---|---|---|---|
| Balance__c | Currency (16,2) | Type | Picklist | — |
| CashBalance__c | Currency (16,2) | Type | Picklist | In the standard data model, cash balance is represented as a picklist option within the Type field. |
| InterestBalance__c | Currency (16,2) | Type | Picklist | In the standard data model, interest balance is represented as a picklist option within the Type field. |
| EscrowBalance__c | Currency (16,2) | Type | Picklist | In the standard data model, escrow balance is represented as a picklist option within the Type field. |
| AvailableCredit__c | Currency (16,2) | Type | Picklist | In the standard data model, available credit is represented as a picklist option within the Type field. |
| CurrentPostedBalance__c | Currency (16,2) | Type | Picklist | In the standard data model, current posted balance is represented as a picklist option within the Type field. |
| PrincipalBalance__c | Currency (16,2) | Type | Picklist | In the standard data model, principal balance is represented as a picklist option within the Type field. |
| BalanceLastStatement__c | Currency (16,2) | Type | Picklist | In the standard data model, balance last statement is represented as a picklist option within the Type field. |
| MinimumPayment__c | Currency (16,2) | Type | Picklist | In the standard data model, minimum payment is represented as a picklist option within the Type field. |
| PendingDeposits__c | — | Type | Picklist | In the standard data model, pending deposit is represented as a picklist option within the Type field. |
| PendingWithdrawals__c | Currency (16,2) | Type | Picklist | In the standard data model, pending withdrawal is represented as a picklist option within the Type field. |
| Type__c | Currency (16,2) | Type | Picklist | — |
| — | — | FinancialAccount | Master/ Detail | — |
| — | — | Amount | Currency | — |
| — | — | BalanceAsOfDate | DateTime | — |
| SourceSystemIdentifier | External Lookup | SourceSystemIdentifier | External Lookup | — |
| Name | Text (80) | Name | Auto Number | — |
Did this article solve your issue?
Let us know so we can improve!
