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Field Mapping for Financial Security

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Field Mapping for Financial Security

When you plan to migrate metadata and data for the Financial Security 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, details of financial securities are represented using the Securities object. In the standard data model, these details are represented using the Financial Security object.

Managed Package API Name	Managed Package Data Type	Standard API Name	Standard Data Type
AssetCategoryName__c	Picklist	—	—
AssetCategory__c	Picklist	—	—
AssetClass__c	Picklist	AssetClass	Picklist
CUSIP__c	Text	—	—
Exchange__c	Picklist	StockExchange	Picklist
LastUpdated__c	Date	MarketValueDateTime	DateTime
Price__c	—	MarketValue	Currency
SecurityId__c	—	SecurityIdentifier	Text
SecuritiesName__c	—	—	—
SourceSystemId__c	—	SourceSystemIdentifier	External Lookup
—	—	AssetSubclass	Picklist
—	—	EquityCategory	Picklist
—	—	Symbol	Text
Name	String	Name	Text (255)