Field Mapping for Securities Holding
When you plan to migrate metadata and data for the Securities Holding 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, security holding details are represented using the Financial Holding object. In the standard data model, these details are represented using the Securities Holding object.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type |
|---|---|---|---|
| AssetCategoryName__c | Picklist | AssetCategoryName | Picklist |
| AssetClass__c | Picklist | AssetClass | Picklist |
| AssetCategory__c | Picklist | AssetCategory | Picklist |
| FinancialAccount__c | MasterDetail (FinancialAccount__c) | FinancialAccount | Lookup |
| GainLoss__c | Currency | GainLoss | Currency |
| Household__c | Lookup (Account) | Household | Lookup (Account) |
| LastUpdated__c | Date | LastUpdated | DateTime |
| MarketValue__c | Currency | MarketValue | Currency |
| PercentChange__c | Percent | PercentChange | Percent |
| Price__c | Currency | Price | Currency |
| PrimaryOwner__c | Lookup (Account) | PrimaryOwner | Lookup (Account) |
| PurchasePrice__c | Currency | PurchasePrice | Currency |
| Securities__c | Lookup (Securities__c) | FinancialSecurity | Lookup |
| Shares__c | Number | Shares | Double |
| SourceSystemId__c | Text | SourceSystemIdentifier | Text |
| Symbol__c | Text / Formula(Securities__r.Name) | — | — |
| — | — | InsurancePolicy | Lookup |
| — | — | SourceSystem | Text |
| Name | String | Name | Text |
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