Sync Local Data to Recommend Right Products with Revenue Inteligence
The machine learning model requires features from some Salesforce objects in Financial Services Cloud.
Required Editions
| Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license |
Add these objects to the data sync:
- Account
- Case
- Contact
- Financial Account
- Financial Account Transaction
- Task
Note Syncing the Financial Account Transaction and Task objects is optional.
Make sure that you sync these fields:
| Object | Field |
|---|---|
| Account | Account Type |
| Account | Account Rating |
| Account | Account Record Type |
| Account | AUM |
| Account | Billing Zip/Postal Code |
| Account | Category |
| Account | Created Date |
| Account | Customer Segment |
| Account | ID |
| Account | Investment Experience |
| Account | Investment Objectives |
| Account | Last Interaction |
| Account | Last Review |
| Account | Lifetime Value |
| Account | Marketing Segment |
| Account | Name |
| Account | Primary Contact |
| Account | Record Type ID |
| Account | Relationship Length |
| Account | Relationship Start Date |
| Account | Review Frequency |
| Account | Risk Tolerance |
| Account | Status |
| Account | Time Horizon |
| Account | Total AUM Primary Owner |
| Account | Wallet Share |
| Branch Unit | Branch Unit ID |
| Branch Unit | Name |
| Branch Unit Customer | Account ID |
| Branch Unit Customer | Branch Unit ID |
| Branch Unit Customer | Branch Unit Customer ID |
| Case | Account ID |
| Case | Age |
| Case | Closed Date |
| Case | Created Date |
| Case | Escalated |
| Contact | ID |
| Contact | Annual Income |
| Contact | Age |
| Contact | Contact ID |
| Contact | First Name |
| Contact | Full Name |
| Contact | Gender |
| Contact | Last Name |
| Contact | Marital Status |
| Contact | Person Account |
| Financial Account | Asset Rebalance |
| Financial Account | Available Credit |
| Financial Account | Average Balance |
| Financial Account | Balance Last Statement |
| Financial Account | Balance |
| Financial Account | Created Date |
| Financial Account | Date Closed |
| Financial Account | Date Opened |
| Financial Account | Cash Limit |
| Financial Account | Charges And Fees |
| Financial Account | Daily Withdrawal Limit |
| Financial Account | Financial Account Name |
| Financial Account | FinServ__RecordTypeName__c |
| Financial Account | Incoming Volume |
| Financial Account | Insured Amount |
| Financial Account | Interest Rate |
| Financial Account | Joint Owner |
| Financial Account | Last Transaction Date |
| Financial Account | Loan Amount |
| Financial Account | Minimum Balance |
| Financial Account | Minimum Payment |
| Financial Account | Number of Holdings |
| Financial Account | Overdraft Allowed |
| Financial Account | Pending Deposits |
| Financial Account | Person Account |
| Financial Account | Premium |
| Financial Account | Primary Owner |
| Financial Account | Principal Balance |
| Financial Account | Product Name |
| Financial Account | Rebalance Frequency |
| Financial Account | Record ID |
| Financial Account | Record Type |
| Financial Account | Record Type ID |
| Financial Account | Status |
| Financial Account | Total Credit Limit |
| Financial Account | Type |
| Financial Account | Outgoing Volume |
| Financial Account | Performance QTD |
| Financial Account | Performance 1Yr |
| Financial Account | Performance MTD |
| Financial Account | Performance YTD |
| Financial Account | Performance 3Yr |
| FinServ__ChargesAndFees__c | Record ID |
| FinServ__ChargesAndFees__c | Annual Account Charge |
| FinServ__ChargesAndFees__c | Annual Membership Fee |
| FinServ__ChargesAndFees__c | ATM Fee |
| FinServ__ChargesAndFees__c | Cash Advance Fee |
| FinServ__ChargesAndFees__c | Charges And Fees Name |
| FinServ__ChargesAndFees__c | Foreign Transaction Fee |
| FinServ__ChargesAndFees__c | ID |
| FinServ__ChargesAndFees__c | Insufficient Funds Fee |
| FinServ__ChargesAndFees__c | Late Payment Fee |
| FinServ__ChargesAndFees__c | Monthly Service Fee |
| FinServ__ChargesAndFees__c | Overdraft Fees |
| FinServ__ChargesAndFees__c | Owner ID |
| FinServ__ChargesAndFees__c | Record ID |
| FinServ__ChargesAndFees__c | Statement Fee |
| Product | Active |
| Product | Product Family |
| Product | Product ID |
| Product | Product Name |
| Record Type | Active |
| Record Type | Description |
| Record Type | ID |
| Record Type | Name |
| Record Type | Namespace Prefix |
| Record Type | SObject Type Name |
| Task | Account ID |
| Task | Activity Date |
| Task | Closed |
| Task | Created Date |
| Task | High Priority |
| Task | ID |
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