Accelerator Salesforce Party Event Listener - Implementation Template
Data mappings
This document provides information generated from the DataWeave scripts included in the project, such as function definitions, variable definitions, and data mapping tables.
| Module | Description |
|---|---|
| map-customer-and-contact-points-to-cim | Salesforce Account Platform Event message to CIM Mapping |
| map-account-address-to-cim | Salesforce Customer Address Platform Event message to CIM Mapping |
| map-contact-to-cim | Salesforce Contacts Platform Event message to CIM Mapping |
| map-household-to-cim | Salesforce Households Platform Event message to CIM Mapping |
| map-leads-to-cim | Salesforce Leads Platform Event message to CIM Mapping |
| map-opportunities-to-cim | Salesforce Opportunities Platform Event message to CIM Mapping |
map-customer-and-contact-points-to-cim
Salesforce Account Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-customer-and-contact-points-to-cim.dwl
Functions
fun isOrgAccount (isPersonAccount)
Validates if the account is organization account
Mapping Tables
Maps event payload from Salesforce Event Listener Account Trigger to CIM Customer format. The CIM Customer (PartyRole) can have either Individual or Organization as Party. The Salesforce PersonAccount is mapped as a Customer with Party as Individual in CIM. The Salesforce Account is mapped as a Customer with Party as Organization in CIM.
| CIM - Customer | Event payload from Salesforce Event Listener Account Trigger | Description |
|---|---|---|
| id | Global_Customer_Id__c | The Global ID of the customer in MDM system |
| partyRoleType | "Customer" | The party role type - Set as "Customer" |
| party[0].id | Id__c | The party identifier - Set as null |
| party[0].partyType | "Individual" | The party type - Set as Individual or Organization depending on the Account type |
| party[0].personName | FirstNamec LastNamec | The Person Name in Salesforce |
| party[0].firstName | FirstName__c | The firstname of the customer in Salesforce |
| party[0].lastName | LastName __c | The lastname of the customer in Salesforce |
| party[0].contactPoints[0].contactPointType | "ContactPointAddress" | The contact point type - Set as "ContactPointAddress" |
| party[0].contactPoints[0].id | null | The contact point type identifier in Salesforce - Set as null |
| party[0].contactPoints[0].activeFromDate | now() | The date from which the contact point is active - Set as current date |
| party[0].contactPoints[0].addressLine1 | PersonMailingStreet__c | The Mailing street of the customer in Salesforce |
| party[0].contactPoints[0].cityName | PersonMailingCity__c | The Mailing City of the customer in Salesforce |
| party[0].contactPoints[0].postalCodeText | PersonMailingPostalCode__c | The postal code of the customer in Salesforce |
| party[0].contactPoints[0].stateProvinceName | PersonMailingState__c | The state province of the customer in Salesforce |
| party[0].contactPoints[0].countryName | PersonMailingCountry__c | The country of the customer in Salesforce |
| party[0].contactPoints[0].geoLatitude | PersonMailingLatitude__c | The latitude co-ordinates of the customer address |
| party[0].contactPoints[0].geoLongitude | PersonMailingLongitude__c | The longitude co-ordinates of the customer address |
| party[0].contactPoints[0].geoAccuracy | PersonMailingGeocodeAccuracy__c The geo-accuracy of the customer address | |
| party[0].contactPoints[1].contactPointType | "ContactPointEmail" | The contact point type - Set as "ContactPointEmail" |
| party[0].contactPoints[1].id | null | The contact point type identifier in Salesforce - Set as null |
| party[0].contactPoints[1].activeFromDate | now() | The date from which the contact point is active - Set as current date |
| party[0].contactPoints[1].emailAddress | PersonEmail__c | The Email address of the customer in Salesforce |
| party[0].contactPoints[2].contactPointType | "ContactPointPhone" | The contact point type - Set as "ContactPointPhone" |
| party[0].contactPoints[2].id | null | The contact point type identifier in Salesforce - Set as null |
| party[0].contactPoints[2].activeFromDate | now() | The date from which the contact point is active - Set as current date |
| party[0].contactPoints[2].telephoneNumber | Phone__c | The telephone number of the customer in Salesforce |
| externalIds[0].id | null | The identifier for the externalId entry - Set as null |
| externalIds[0].externalId | Id | The identifier of the customer in Salesforce |
| externalIds[0].externalIdType | "SALESFORCE_MFG" | The external identifier type - Set as "SALESFORCE_MFG" |
| externalIds[0].status | "VALID" | The status of the ExternalId - Set as "VALID" |
| customerNumber | AccountNumber__c | The customer number stored in Salesforce - default as "" |
| customerStatus | "ACTIVE" | The customer Status in Salesforce - Set as Active |
| auditInfo.createdDate | now() | Timestamp of when the customer was created |
| auditInfo.createdBy | CreatedById | Identifies the system or user which created the customer |
| auditInfo.updatedDate | now() | Timestamp of when the customer was last updated |
| auditInfoupdatedBy | LastModifiedById__c | Identifies the system or user which last updated the customer |
| auditInfo.isDeleted | IsDeleted | Indicates whether or not the customer has been soft-deleted |
map-account-address-to-cim
Salesforce Customer Address Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-account-address-to-cim.dwl
map-contact-to-cim
Salesforce Contacts Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-contact-to-cim.dwl
Mapping Tables
Maps Salesforce Contact to CIM Individual format
| CIM | Salesforce Contact | Description |
|---|---|---|
| id | Global_Individual_Id__c | The global identifier of the contact in Salesforce |
| salutation | Salutation | The salutation of the contact |
| personName | Name | The name of the contact |
| firstName | FirstName | The first name of the contact |
| lastName | LastName | The Last name of the contact |
| birthDate | Birthdate | The birth date of the contact |
| primaryAccount | AccountId | The ID of the Account which the Contact is associated with |
| partyType | Individual | The contact party set as "Individual" |
| contactPointType | ContactPointAddress | contactPointType set as "ContactPointAddress" |
| id | null | The contactPointAddress id set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| addressLine1 | MailingStreet | The mailing address of the contact |
| cityName | MailingCity | The mailing city of the contact |
| postalCodeText | MailingPostalCode | The contact mailing postal code |
| stateProvinceName | MailingState | The contact state province name |
| countryName | MailingCountry | The country name of the contact |
| geoLatitude | MailingLatitude | The geo-latitude code of the contact |
| geoLongitude | MailingLongitude | The geo-longitude code of the contact |
| geoAccuracy | MailingGeocodeAccuracy | The geo-code accurate location of the contact |
| contactPointType | ContactPointEmail | contactPointType set as "ContactPointEmail" |
| id | null | The contactpoint id set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| emailAddress | The email address of the contact | |
| contactPointType | ContactPointPhone | contactPointType - set as "ContactPointPhone" |
| contactPointType | ContactId | The contactpoint id - set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| telephoneNumber | Phone | The phone number of the contact |
| externalIds.id | null | Id field set as null |
| externalIds.externalId | Id | The identifier of the contact in Salesforce |
| externalIds.externalIdType | "SALESFORCE_CORE" | The externalId Type set as "SALESFORCE_CORE" |
| externalIds.status | VALID | The externalId status is set as VALID |
| auditInfo.createdDate | CreatedDate | Timestamp of when the contact was created |
| auditInfo.createdBy | CreatedById | Identifies the system or user which created the contact |
| auditInfo.updatedDate | LastModifiedDate | Timestamp of when the contact was last updated |
| auditInfoupdatedBy | LastModifiedById | Identifies the system or user which last updated the contact |
| auditInfo.isDeleted | IsDeleted | Indicates whether or not the contact has been soft-deleted |
map-household-to-cim
Salesforce Households Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-household-to-cim.dwl
Mapping Tables
Maps Salesforce Household Account to CIM Household format
| CIM | Salesforce Household Account | Description |
|---|---|---|
| id | Global_Party_Id__c | The global identifier of the Household Account in Salesforce |
| Name | Name | The name of the Household |
| partyType | Household | The party set as "Household" |
| externalIds.id | null | Id field set as null |
| externalIds.externalId | Id | The identifier of the Household Account in Salesforce |
| externalIds.externalIdType | "SALESFORCE_CORE" | The externalId Type set as "SALESFORCE_CORE" |
| externalIds.status | VALID | The externalId status is set as VALID |
| auditInfo.createdDate | CreatedDate | Timestamp of when the Household Account was created |
| auditInfo.createdBy | CreatedById | Identifies the system or user which created the Household Account |
| auditInfo.updatedDate | LastModifiedDate | Timestamp of when the Household Account was last updated |
| auditInfoupdatedBy | LastModifiedById | Identifies the system or user which last updated the Household Account |
| auditInfo.isDeleted | IsDeleted | Indicates whether or not the Household Account has been soft-deleted |
map-leads-to-cim
Salesforce Leads Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-leads-to-cim.dwl
Mapping Tables
Maps Salesforce Lead to CIM Lead format
| CIM | Salesforce Lead | Description |
|---|---|---|
| id | Id | The Id of Lead in Salesforce |
| salutation | Salutation | The salutation of the lead |
| personName | Name | The name of the Lead |
| firstName | FirstName | The first name of the lead |
| lastName | LastName | The Last name of the lead |
| partyRoleType | Lead | The partyRole set as Customer |
| partyType | Individual | The contact party set as "Individual" |
| contactPointType | ContactPointAddress | contactPointType set as "ContactPointAddress" |
| id | null | The contactPointAddress id set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| addressLine1 | Street | The street address of the lead |
| cityName | City | The city of the lead |
| postalCodeText | PostalCode | The postal code of the lead |
| stateProvinceName | State | The lead state province name |
| countryName | Country | The country name of the lead |
| geoLatitude | Latitude | The geo-latitude code of the lead |
| geoLongitude | Longitude | The geo-longitude code of the lead |
| contactPointType | ContactPointEmail | contactPointType set as "ContactPointEmail" |
| id | null | The contactpoint id set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| emailAddress | The email address of the lead | |
| contactPointType | ContactPointPhone | contactPointType - set as "ContactPointPhone" |
| contactPointType | ContactId | The contactpoint id - set as null |
| activeFromDate | now() | The date from which the contactpoint is active - Set as current date |
| telephoneNumber | Phone | The phone number of the lead |
| externalIds.id | null | Id field set as null |
| externalIds.externalId | Id | The identifier of the lead in Salesforce |
| externalIds.externalIdType | "SALESFORCE_CORE" | The externalId Type set as "SALESFORCE_CORE" by default |
| externalIds.status | VALID | The externalId status is set as VALID |
| auditInfo.createdDate | CreatedDate | Timestamp of when the lead was created |
| auditInfo.createdBy | CreatedById | Identifies the system or user which created the lead |
| auditInfo.updatedDate | LastModifiedDate | Timestamp of when the lead was last updated |
| auditInfoupdatedBy | LastModifiedById | Identifies the system or user which last updated the lead |
| auditInfo.isDeleted | IsDeleted | Indicates whether or not the lead has been soft-deleted |
map-opportunities-to-cim
Salesforce Opportunities Platform Event message to CIM Mapping
Source:
./src/main/resources/dwl/map-opportunities-to-cim.dwl
Mapping Tables
Maps Salesforce Opportunity to CIM Opportunities format
| CIM | Salesforce Opportunity | Description |
|---|---|---|
| id | Global_Party_Id__c | The global identifier of the Opportunity in Salesforce |
| name | Name | The name of the contact |
| firstName | Account.FirstName | The First Name of the account |
| lastName | Account.Name | The Last Name of the account |
| personName | Account.Name | The name of the account |
| partyType | Household | The party set as "Opportunity" |
| amount | Amount | The amount mentioned in Salesforce |
| opportunityType | Type | The type of opportunity in Salesforce |
| closeDate | CloseDate | The date on which the opportunity is closed |
| stageName | StageName | Current stage of the Opportunity |
| isClosed | IsClosed | Is the opportunity closed |
| isWon | IsWon | Is the opportunity won |
| primaryAccount | AccountId | Account associated with the opportunity |
| achTransferAuthDocumentId | Ach Transfer Auth Document Id | Ach Transfer Document Id associated with opportunity |
| assetTransferAuthDocumentId | Ach Transfer Auth Document Id | Asset Transfer Document Id associated with opportunity |
| hasAllDocumentSignatures | Document Signatures Received | Flag to indicate if all Signatures have been received for the Documents |
| hasKnowledgeCheckPassed | KYC Completed | Flag to indicate if KYC Checked have been completed |
| contactPoints | Account.Contact | Contacts related to the Account associated with the opportunity |
| externalIds.id | null | Id field set as null |
| externalIds.externalId | Id | The identifier of the opportunity in Salesforce |
| externalIds.externalIdType | "SALESFORCE_CORE" | The externalId Type set as "SALESFORCE_CORE" |
| externalIds.status | VALID | The externalId status is set as VALID |
| auditInfo.createdDate | CreatedDate | Timestamp of when the opportunity was created |
| auditInfo.createdBy | CreatedById | Identifies the system or user which created the opportunity |
| auditInfo.updatedDate | LastModifiedDate | Timestamp of when the opportunity was last updated |
| auditInfoupdatedBy | LastModifiedById | Identifies the system or user which last updated the opportunity |
| auditInfo.isDeleted | IsDeleted | Indicates whether or not the opportunity has been soft-deleted |