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Map the Financial Account Transaction Data Lake Objects to Data Model Objects (Managed Package)

Map the Financial Account Transaction Data Lake Objects to Data Model Objects (Managed Package)

After you connect your external data source to Data 360, create connections to map the Financial Account Transaction Data Lake Object (DLOs) and the Financial Account Transaction data model object (DMOs).

Required Editions

Agentforce Financial Services is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions

User Permissions Needed
To use Data 360 for Agentforce Financial Services:

Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

AND

Data Cloud org: Data Cloud Architect

Managed Package Icon This is a Agentforce Financial Services managed package feature.

Before you map a data object to a data space, review Data Mapping to understand the requirements and DMO relationships.

Map the Data Lake Objects (DLOs) attributes to the Data Model Objects (DMOs) attributes.

  1. In Data 360, click the Data Lake Objects tab.
  2. Click Financial Account Transaction DLO.
  3. Click Start in the mappings section.
  4. Select Financial Account Transaction on the right side of the screen.
  5. Map the fields for each data lake object based on the table.
  6. Save your changes.

Data Lake Object Mappings

DLO Name DLO Attribute DMO Name DMO Attribute
Financial Account Transaction DLO Acquiring Bank Name Financial Account Transaction Acquiring Bank Name
Financial Account Transaction DLO Authorization Record Text Financial Account Transaction Authorization Record Text
Financial Account Transaction DLO Card Scheme Name Financial Account Transaction Card Scheme Name
Financial Account Transaction DLO Cash Flow Type Financial Account Transaction Cash Flow Type
Financial Account Transaction DLO Currency Financial Account Transaction Currency
Financial Account Transaction DLO Description Financial Account Transaction Description
Financial Account Transaction DLO Financial Account ID Financial Account Transaction Financial Account ID
Financial Account Transaction DLO Financial Account Transaction Status Financial Account Transaction Financial Account Transaction Status
Financial Account Transaction DLO Financial Account Transaction Type Financial Account Transaction Financial Account Transaction Type
Financial Account Transaction DLO Forex Conversion Charge Amount Financial Account Transaction Forex Conversion Charge Amount
Financial Account Transaction DLO Id Financial Account Transaction Id
Financial Account Transaction DLO Issuing Bank Name Financial Account Transaction Issuing Bank Name
Financial Account Transaction DLO Merchant Category Code Financial Account Transaction Merchant Category Code
Financial Account Transaction DLO Merchant Name Financial Account Transaction Merchant Name
Financial Account Transaction DLO Name Financial Account Transaction Name
Financial Account Transaction DLO Running Balance Amount Financial Account Transaction Running Balance Amount
Financial Account Transaction DLO Secret Key Identifier Financial Account Transaction Secret Key Identifier
Financial Account Transaction DLO Source System Identifier Financial Account Transaction Source System Identifier
Financial Account Transaction DLO Source Transaction Identifier Financial Account Transaction Source Transaction Identifier
Financial Account Transaction DLO Source Transaction Type Code Financial Account Transaction Source Transaction Type Code
Financial Account Transaction DLO Target Account Identifier Financial Account Transaction Target Account Identifier
Financial Account Transaction DLO Transaction Amount Financial Account Transaction Transaction Amount
Financial Account Transaction DLO Transaction Date Financial Account Transaction Transaction Date
Financial Account Transaction DLO Transaction Location Name Financial Account Transaction Transaction Location Name
Financial Account Transaction DLO Transaction Posted Date Financial Account Transaction Transaction Posted Date
Financial Transaction Category Financial Transaction Category Financial Account Transaction Financial Transaction Category
 
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