Below is the guide for how Voyant pulls data from Salesforce FSC and imports it into Voyant. If a client is using a highly customized version of Salesforce FSC we may need to do additional mapping to bring over the correct information.
| Salesforce Object | Salesforce Field | Voyant Object/Type | Voyant Field | Notes |
| Household (Account) | Used to connect multiple people in a single client (via AccountContactRelation) | |||
| Account Contact Relation | Person | Person Type | The person is Primary in Client | |
| Account Contact Relation(Household Account Roles) | Is Primary and Role | Person | Person Type | Values map from Salesforce to Voyant:Is Primary (highest priority) -> Primary Client -> Primary (or Spouse)Spouse -> SpouseDomestic Partner -> Unmarried PartnerAnything Else -> Other (e.g. Child, Parent) |
| Account (Person Account) | Last Name | Person | Last Name | |
| Account (Person Account) | First Name | Person | First Name | |
| Account (Person Account) | Birthdate | Person | Birthdate | Support using custom Salesforce field |
| Account (Person Account) | Gender | Person | Gender | |
| Employment | Name | Income/Employment | Name | |
| Employment | Employment Status | Income/Employment | Type | Determines Voyant Object type and Type Field |
| Employment | Owner | Income/Employment | Owners | |
| Employment | Income | Income/Employment | Income/Salary | |
| Asset/Liability | Name | Account/Item | Name | |
| Asset/Liability | Record Type & Type field | Account/Item | Type | Determines Voyant Object type and Type Field |
| Asset/Liability | Owners (Primary and Secondary) | Account/Item | Owners | |
| Asset/Liability | Balance | Account/Item | Balance | |
| Financial Account | Nickname, then fallback to Name (+ last digits of account number) | Account/Item | Name | |
| Financial Account | Record Type & Type field | Account/Item | Type | Determines Voyant Object type and Type Field |
| Financial Account | Owners (Primary and Secondary) | Account/Item | Owners | |
| Financial Account | Balance | Account/Item | Balance | |
| Financial Account | Payment Frequency | Account/Item | Payment Frequency | Maps to Premium Payment Frequency for Insurance/Protections |
| Financial Account | Interest Rate | Account/Item | Interest Rate | |
| Financial Account | Insured Amount | Account/Item | Benefit/Coverage | |
| Financial Account | Premium | Account/Item | Premium | |
| FSC Financial Goals (FinServ__FinancialGoal__c) | Name | Goal | Name | |
| FSC Financial Goals (FinServ__FinancialGoal__c) | Primary Owner | Goal | Owners | |
| FSC Financial Goals (FinServ__FinancialGoal__c) | Target Value | Goal | Amount | |
| FSC Financial Goals (FinServ__FinancialGoal__c) | Target Date | Goal | Target Date Event | |
| FSC Financial Goals (FinServ__FinancialGoal__c) | Start Date | Goal | Start Date Event | As applicable based on type of goal (one time milestone or repeating) |
| Financial Goal | Name | Goal | Name | |
| Financial Goal | Primary Owner | Goal | Owners | |
| Financial Goal | Target Value | Goal | Amount | |
| Financial Goal | Target Date | Goal | Target Date Event | |
| Financial Goal | Start Date | Goal | Start Date Event | As applicable based on type of goal (one time milestone or repeating) |