├── data ├── sfdmu │ ├── Product2.csv │ ├── Individual.csv │ ├── OperatingHours.csv │ ├── FinServ__ChargesAndFees__c.csv │ ├── MissingParentRecordsReport.csv │ ├── target │ │ ├── Individual_readonly_target.csv │ │ ├── Product2_readonly_target.csv │ │ ├── OperatingHours_readonly_target.csv │ │ ├── FinServ__ChargesAndFees__c_readonly_target.csv │ │ ├── FinServ__AccountAccountRelation__c_upsert_target.csv │ │ ├── Organization_readonly_target.csv │ │ ├── FinServ__UsePersonAccount__c_upsert_target.csv │ │ ├── FinServ__ContactContactRelation__c_upsert_target.csv │ │ ├── RecordType_readonly_target.csv │ │ ├── AccountContactRelation_upsert_target.csv │ │ ├── FinServ__ReciprocalRole__c_upsert_target.csv │ │ ├── Contact_upsert_target.csv │ │ ├── FinServ__FinancialAccount__c_upsert_target.csv │ │ └── Account_upsert_target.csv │ ├── FinServ__AccountAccountRelation__c.csv │ ├── Organization.csv │ ├── FinServ__UsePersonAccount__c.csv │ ├── FinServ__ContactContactRelation__c.csv │ ├── RecordType.csv │ ├── export.json │ ├── AccountContactRelation.csv │ ├── FinServ__ReciprocalRole__c.csv │ ├── Contact.csv │ ├── FinServ__FinancialAccount__c.csv │ ├── Account.csv │ └── logs │ │ └── 2020-07-15__11_09_01.log └── README.md ├── logs └── readme.md ├── .github └── PULL_REQUEST_TEMPLATE.md ├── sfdx-project.json ├── .gitignore ├── config ├── setup.apex ├── project-scratch-def.json └── cleanup.apex ├── .forceignore ├── force-app └── main │ └── default │ ├── customMetadata │ └── FinServ__IndividualRecordTypeMapper.PersonAccount.md-meta.xml │ ├── profiles │ ├── Relationship Manager.profile-meta.xml │ ├── SolutionManager.profile-meta.xml │ └── Advisor.profile-meta.xml │ └── permissionsets │ └── FSC_DataLoad_Custom.permissionset-meta.xml ├── orgInit.sh ├── dataLoad.sh └── README.md /data/sfdmu/Product2.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/Individual.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /logs/readme.md: -------------------------------------------------------------------------------- 1 | readme.md 2 | -------------------------------------------------------------------------------- /data/sfdmu/OperatingHours.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/FinServ__ChargesAndFees__c.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/MissingParentRecordsReport.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/target/Individual_readonly_target.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/target/Product2_readonly_target.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/FinServ__AccountAccountRelation__c.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/target/OperatingHours_readonly_target.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__ChargesAndFees__c_readonly_target.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__AccountAccountRelation__c_upsert_target.csv: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /data/sfdmu/Organization.csv: -------------------------------------------------------------------------------- 1 | Id,Name 2 | 00D3h00000576pHEAQ,Salesforce.com Inc 3 | -------------------------------------------------------------------------------- /data/sfdmu/target/Organization_readonly_target.csv: -------------------------------------------------------------------------------- 1 | Id,Name 2 | 00D3h00000576pHEAQ,Salesforce.com Inc 3 | -------------------------------------------------------------------------------- /.github/PULL_REQUEST_TEMPLATE.md: -------------------------------------------------------------------------------- 1 | 2 | 3 | # Critical Changes 4 | 5 | # Changes 6 | 7 | # Issues Closed 8 | -------------------------------------------------------------------------------- /sfdx-project.json: -------------------------------------------------------------------------------- 1 | { 2 | "packageDirectories" : [ 3 | {"path": "force-app", "default": true} 4 | ], 5 | "sfdcLoginUrl": "https://login.salesforce.com", 6 | "sourceApiVersion": "48.0" 7 | } -------------------------------------------------------------------------------- /data/sfdmu/FinServ__UsePersonAccount__c.csv: -------------------------------------------------------------------------------- 1 | Id,Name,IsDeleted,SetupOwnerId,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Enable__c,SetupOwner.Name 2 | a0V3h000001QPF5EAO,Use Person Account,false,00D3h00000576pHEAQ,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Salesforce.com Inc 3 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__UsePersonAccount__c_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,Name,IsDeleted,SetupOwnerId,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Enable__c,SetupOwner.Name 2 | a0V3h000001QPF5EAO,Use Person Account,false,00D3h00000576pHEAQ,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Salesforce.com Inc 3 | -------------------------------------------------------------------------------- /.gitignore: -------------------------------------------------------------------------------- 1 | # Salesforce / SFDX / CCI 2 | .cci 3 | .sfdx 4 | /src.orig 5 | /src 6 | 7 | # Python 8 | *.pyc 9 | __pycache__ 10 | 11 | # Robot Framework results 12 | robot/fsc-demo-pack/results/ 13 | 14 | # Editors 15 | *.sublime-project 16 | *.sublime-workspace 17 | .vscode 18 | .idea 19 | .project 20 | .settings 21 | 22 | # Misc 23 | .DS_Store 24 | 25 | export copy* 26 | 27 | -------------------------------------------------------------------------------- /config/setup.apex: -------------------------------------------------------------------------------- 1 | // Pre-setup: Like ENable Person Account 2 | // Separating it because Custom Setting doesn't show in records below if inserted in same transaction 3 | 4 | 5 | //Reset the default admin user password because Scratch orgs don't supply password to be able to login directly 6 | User u = [select id,name, LastName, FirstName, username, ProfileId, alias, email, TimeZoneSidKey, LanguageLocaleKey, EmailEncodingKey, LocaleSidKey 7 | from User where IsActive=true and Profile.Name='System Administrator' limit 1]; 8 | 9 | System.resetPassword (u.Id, true); 10 | 11 | 12 | -------------------------------------------------------------------------------- /config/project-scratch-def.json: -------------------------------------------------------------------------------- 1 | { 2 | "orgName": "FSC Demo Pack", 3 | "country": "US", 4 | "edition": "Developer", 5 | "description": "Contains a baseline demo of the Financial Services Cloud app.", 6 | "hasSampleData": false, 7 | "language": "en_US", 8 | "features": [ 9 | "Communities", 10 | "ContactsToMultipleAccounts", 11 | "PersonAccounts", 12 | "IndustriesActionPlan", 13 | "FinancialServicesUser:5", 14 | "DocumentChecklist" 15 | ], 16 | "settings": { 17 | "lightningExperienceSettings": { 18 | "enableS1DesktopEnabled": true 19 | }, 20 | "chatterSettings": { 21 | "enableChatter": true 22 | }, 23 | "communitiesSettings": { 24 | "enableNetworksEnabled": true 25 | } 26 | } 27 | } -------------------------------------------------------------------------------- /data/sfdmu/FinServ__ContactContactRelation__c.csv: -------------------------------------------------------------------------------- 1 | Id,Name,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Active__c,FinServ__Contact__c,FinServ__EndDate__c,FinServ__ExternalId__c,FinServ__InverseRelationship__c,FinServ__RelatedContact__c,FinServ__Role__c,FinServ__SourceSystemId__c,FinServ__StartDate__c,FinServ__Contact__r.Name,FinServ__InverseRelationship__r.Name,FinServ__RelatedContact__r.Name,FinServ__Role__r.Name 2 | a043h00000MCcnuAAD,R-000000000,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,0033h000008s54yAAA,,,a043h00000MCcnvAAD,0033h000008s551AAA,a0E3h000001JjcBEAS,,2020-06-21,Rachel Adams (Sample),R-000000001,Ivan M Kohl (Sample),Lawyer 3 | a043h00000MCcnvAAD,R-000000001,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,0033h000008s551AAA,,,a043h00000MCcnuAAD,0033h000008s54yAAA,a0E3h000001JjcHEAS,,2020-06-21,Ivan M Kohl (Sample),R-000000000,Rachel Adams (Sample),Client 4 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__ContactContactRelation__c_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,Name,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Active__c,FinServ__Contact__c,FinServ__EndDate__c,FinServ__ExternalId__c,FinServ__InverseRelationship__c,FinServ__RelatedContact__c,FinServ__Role__c,FinServ__SourceSystemId__c,FinServ__StartDate__c,FinServ__Contact__r.Name,FinServ__InverseRelationship__r.Name,FinServ__RelatedContact__r.Name,FinServ__Role__r.Name 2 | a043h00000MCcnuAAD,R-000000000,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,0033h000008s54yAAA,,,a043h00000MCcnvAAD,0033h000008s551AAA,a0E3h000001JjcBEAS,,2020-06-21,Rachel Adams (Sample),R-000000001,Ivan M Kohl (Sample),Lawyer 3 | a043h00000MCcnvAAD,R-000000001,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,0033h000008s551AAA,,,a043h00000MCcnuAAD,0033h000008s54yAAA,a0E3h000001JjcHEAS,,2020-06-21,Ivan M Kohl (Sample),R-000000000,Rachel Adams (Sample),Client 4 | -------------------------------------------------------------------------------- /.forceignore: -------------------------------------------------------------------------------- 1 | ################################################################################ 2 | # Exclude certain files and directories from source push, pull, and convert. 3 | # 4 | # The .forceignore file excludes files when running force:source:push, 5 | # force:source:pull, and force:source:status. For source:status, remote changes 6 | # are checked against entries in the .forceignore file. 7 | # 8 | # Syntax for .forceignore is similar to .gitignore (see examples below) 9 | # 10 | # Specify a relative path to a directory from the project root 11 | # helloWorld/main/default/classes 12 | # 13 | # Specify a wildcard directory - any directory named “classes” is excluded 14 | # **classes 15 | # 16 | # Specify file extensions 17 | # **.cls 18 | # **.pdf 19 | # 20 | # Specify a specific file 21 | # helloWorld/main/default/HelloWorld.cls 22 | ################################################################################ 23 | 24 | **settings 25 | AppSwitcher.appMenu 26 | 27 | **/jsconfig.json 28 | 29 | **/.eslintrc.json 30 | -------------------------------------------------------------------------------- /data/sfdmu/RecordType.csv: -------------------------------------------------------------------------------- 1 | Id,DeveloperName,SobjectType 2 | 0123h000000z9NSAAY,BankingAccount,FinServ__FinancialAccount__c 3 | 0123h000000z9NdAAI,CheckingAccount,FinServ__FinancialAccount__c 4 | 0123h000000z9NcAAI,AutoLoan,FinServ__FinancialAccount__c 5 | 0123h000000z9NbAAI,SavingsAccount,FinServ__FinancialAccount__c 6 | 0123h000000z9NaAAI,HELOC,FinServ__FinancialAccount__c 7 | 0123h000000z9NZAAY,CreditCard,FinServ__FinancialAccount__c 8 | 0123h000000z9NYAAY,Mortgage,FinServ__FinancialAccount__c 9 | 0123h000000z9NXAAY,LoanAccount,FinServ__FinancialAccount__c 10 | 0123h000000z9NeAAI,TreasuryService,FinServ__FinancialAccount__c 11 | 0123h000000z9NMAAY,General,FinServ__FinancialAccount__c 12 | 0123h000000z9NNAAY,InsurancePolicy,FinServ__FinancialAccount__c 13 | 0123h000000z9NOAAY,InvestmentAccount,FinServ__FinancialAccount__c 14 | 0123h000000z9NUAAY,ContactRole,FinServ__ReciprocalRole__c 15 | 0123h000000z9NTAAY,AccountRole,FinServ__ReciprocalRole__c 16 | 0123h000000z9NCAAY,PersonAccount,Account 17 | 0123h000000z9N9AAI,IndustriesBusiness,Account 18 | 0123h000000z9NDAAY,IndustriesIndividual,Account 19 | 0123h000000z9NBAAY,IndustriesHousehold,Account 20 | 0123h000000z9NAAAY,IndustriesInstitution,Account 21 | 0123h000000z9N2AAI,IndustriesBusiness,Contact 22 | 0123h000000z9NKAAY,IndustriesIndividual,Contact 23 | -------------------------------------------------------------------------------- /data/sfdmu/target/RecordType_readonly_target.csv: -------------------------------------------------------------------------------- 1 | Id,DeveloperName,SobjectType 2 | 0123h000000z9NSAAY,BankingAccount,FinServ__FinancialAccount__c 3 | 0123h000000z9NdAAI,CheckingAccount,FinServ__FinancialAccount__c 4 | 0123h000000z9NcAAI,AutoLoan,FinServ__FinancialAccount__c 5 | 0123h000000z9NbAAI,SavingsAccount,FinServ__FinancialAccount__c 6 | 0123h000000z9NaAAI,HELOC,FinServ__FinancialAccount__c 7 | 0123h000000z9NZAAY,CreditCard,FinServ__FinancialAccount__c 8 | 0123h000000z9NYAAY,Mortgage,FinServ__FinancialAccount__c 9 | 0123h000000z9NXAAY,LoanAccount,FinServ__FinancialAccount__c 10 | 0123h000000z9NeAAI,TreasuryService,FinServ__FinancialAccount__c 11 | 0123h000000z9NMAAY,General,FinServ__FinancialAccount__c 12 | 0123h000000z9NNAAY,InsurancePolicy,FinServ__FinancialAccount__c 13 | 0123h000000z9NOAAY,InvestmentAccount,FinServ__FinancialAccount__c 14 | 0123h000000z9NUAAY,ContactRole,FinServ__ReciprocalRole__c 15 | 0123h000000z9NTAAY,AccountRole,FinServ__ReciprocalRole__c 16 | 0123h000000z9NCAAY,PersonAccount,Account 17 | 0123h000000z9N9AAI,IndustriesBusiness,Account 18 | 0123h000000z9NDAAY,IndustriesIndividual,Account 19 | 0123h000000z9NBAAY,IndustriesHousehold,Account 20 | 0123h000000z9NAAAY,IndustriesInstitution,Account 21 | 0123h000000z9N2AAI,IndustriesBusiness,Contact 22 | 0123h000000z9NKAAY,IndustriesIndividual,Contact 23 | -------------------------------------------------------------------------------- /config/cleanup.apex: -------------------------------------------------------------------------------- 1 | 2 | Delete [select id from FinServ__BillingStatement__c]; 3 | Delete [select id from FinServ__Employment__c]; 4 | Delete [select id from FinServ__AssetsAndLiabilities__c]; 5 | Delete [select id from FinServ__Card__c]; 6 | Delete [select id from FinServ__Alert__c]; 7 | Delete [select id from FinServ__LifeEvent__c]; 8 | Delete [select id from FinServ__Revenue__c]; 9 | Delete [select id from FinServ__FinancialAccountTransaction__c]; 10 | Delete [select id from FinServ__PolicyPaymentMethod__c]; 11 | 12 | 13 | Delete [select id from FinServ__Securities__c]; 14 | Delete [select id from FinServ__FinancialGoal__c]; 15 | Delete [select id from FinServ__IdentificationDocument__c]; 16 | Delete [select id from FinServ__Education__c]; 17 | Delete [select id from FinServ__FinancialHolding__c]; 18 | Delete [select id from FinServ__FinancialAccountRole__c where FinServ__Active__c =false]; 19 | Delete [select id from FinServ__ChargesAndFees__c]; 20 | Delete [select id from FinServ__FinancialAccount__c]; 21 | Delete [select id from Case]; 22 | Delete [select id from Opportunity]; 23 | 24 | 25 | Delete [select id from Claim]; 26 | Delete [select id from InsurancePolicy]; 27 | Delete [select id from Lead]; 28 | Delete [select id from Account]; 29 | Delete [select id from Contact]; 30 | Delete [select id from FinServ__AccountAccountRelation__c]; 31 | Delete [select id from FinServ__ContactContactRelation__c]; 32 | Delete [select id from FinServ__ReciprocalRole__c]; -------------------------------------------------------------------------------- /force-app/main/default/customMetadata/FinServ__IndividualRecordTypeMapper.PersonAccount.md-meta.xml: -------------------------------------------------------------------------------- 1 | 2 | 3 | 4 | false 5 | 6 | FinServ__AccountRecordTypeNamespace__c 7 | 8 | 9 | 10 | FinServ__AccountRecordType__c 11 | PersonAccount 12 | 13 | 14 | FinServ__ContactRecordTypeNamespace__c 15 | 16 | 17 | 18 | FinServ__ContactRecordType__c 19 | 20 | 21 | 22 | FinServ__DetailPage__c 23 | 24 | 25 | 26 | FinServ__IndividualType__c 27 | 28 | 29 | 30 | FinServ__LeadRecordTypeNamespace__c 31 | 32 | 33 | 34 | FinServ__LeadRecordType__c 35 | 36 | 37 | 38 | -------------------------------------------------------------------------------- /data/README.md: -------------------------------------------------------------------------------- 1 | # TODO: config 2 | 3 | ### What type of files should be kept in this directory? 4 | 5 | This directory should contain only the following files or file types. 6 | 7 | ``` 8 | README.md -- This file 9 | *-meta.xml -- Specific metadata type files 10 | .gitignore -- Configured to exclude all other files 11 | ``` 12 | 13 | ### How are these files used? 14 | 15 | The files in this directory are used in the following ways. 16 | 17 | * Used like this 18 | * Used like that 19 | * Used like this 20 | 21 | ### Why are these files located here within the SFDX-Falcon project framework? 22 | 23 | This directory and the files it contains are located here within the SFDX-Falcon project framework because... 24 | 25 | * Reason one 26 | * Reason two 27 | * Reason three 28 | 29 | ## Relevant Documentation 30 | 31 | * [FlexiPage Type][1] - Specific Metadata Type Reference 32 | * [Metadata Types][2] - General Metadata Type Reference 33 | * [Metadata Components and Types][3] - Supplemental Reference 34 | * [Unsupported Metadata Types][4] - Supplemental Reference 35 | 36 | [1]: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_flexipage.htm 37 | [2]: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_types_list.htm 38 | [3]: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_objects_intro.htm 39 | [4]: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_unsupported_types.htm -------------------------------------------------------------------------------- /orgInit.sh: -------------------------------------------------------------------------------- 1 | #!/bin/bash 2 | 3 | #create scratch org 4 | sfdx force:org:create -f config/project-scratch-def.json -a FSCADK2 --setdefaultusername -d 7 5 | 6 | #Financial Servicse Cloud - Managed Package 7 | sfdx force:package:install --package 04t1E000000jbFt -w 20 8 | #Financial Servicse Cloud - Extension Package 9 | #Has all fieldsets for Lightning pages like Financial Account tab on Account 10 | sfdx force:package:install --package 04t1E000001Iql5 -w 20 11 | 12 | 13 | sfdx force:source:push 14 | 15 | #Assign FSC Standard Permission set which will also install FSC PSL 16 | sfdx force:user:permset:assign -n FinancialServicesCloudStandard 17 | 18 | #This permission set is for data load as some permissions are not assigned yet 19 | #You can remove this after data load 20 | #Data load instructions are in dataLoad.sh 21 | 22 | #sfdx force:user:permset:assign -n FSC_DataLoad_Custom 23 | #sfdx sfdmu:run --sourceusername csvfile --targetusername FSCADK2 -p data/sfdmu/ --noprompt 24 | #sfdx sfdmu:run --sourceusername csvfile -p data/sfdmu/ --noprompt 25 | 26 | 27 | 28 | #Send user password reset email 29 | sfdx force:apex:execute -f config/setup.apex 30 | 31 | 32 | 33 | sfdx force:org:open 34 | 35 | 36 | 37 | 38 | 39 | #FSC Extn Commercial Banking* 40 | #Requires more dashboards 41 | #sfdx force:package:install --package 04t80000000lTrZ -w 20 42 | #FSC Extn Retail Banking 43 | #sfdx force:package:install --package 04t80000000lTp4 -w 20 44 | #FSC Einstein Bots 45 | #sfdx force:package:install --package 04t80000000lTqH -w 20 46 | #FSC Lightning Flow Templates 47 | #sfdx force:package:install --package 04t3i000000jP1g -w 20 48 | -------------------------------------------------------------------------------- /data/sfdmu/export.json: -------------------------------------------------------------------------------- 1 | { 2 | "objects": [ 3 | { 4 | "query": "SELECT Id,RecordTypeId,Name,readonly_false FROM Contact", 5 | "operation": "Upsert", 6 | "externalId": "Name", 7 | "excludedFields": ["CleanStatus"] 8 | }, 9 | { 10 | "query": "SELECT Id,RecordTypeId,Name,readonly_false FROM Account", 11 | "operation": "Upsert", 12 | "externalId": "Name", 13 | "excludedFields": ["CleanStatus","DunsNumber","Tradestyle","NaicsCode","NaicsDesc","YearStarted","FinServ__ClaimsOnHouseholdPolicies__c","FinServ__HouseholdPolicies__c","FinServ__InsuranceCustomerSince__c","FinServ__TotalClaimAmountPaid__c","FinServ__TotalHouseholdPremiums__c"] 14 | }, 15 | { 16 | "query": "SELECT all FROM AccountContactRelation", 17 | "operation": "Upsert", 18 | "externalId": "AccountId;ContactId" 19 | }, 20 | { 21 | "query": "SELECT all FROM FinServ__AccountAccountRelation__c", 22 | "operation": "Upsert", 23 | "externalId": "Name" 24 | }, 25 | { 26 | "query": "SELECT Id, RecordTypeId, all FROM FinServ__ReciprocalRole__c", 27 | "operation": "Upsert", 28 | "externalId": "Name" 29 | }, 30 | { 31 | "query": "SELECT all FROM FinServ__ContactContactRelation__c", 32 | "operation": "Upsert", 33 | "externalId": "Name" 34 | }, 35 | { 36 | "query": "SELECT Id,RecordTypeId,Name,readonly_false FROM FinServ__FinancialAccount__c", 37 | "operation": "Upsert", 38 | "externalId": "Name", 39 | "excludedFields": ["FinServ__AvailableCredit__c","FinServ__CashLimit__c","FinServ__InsurancePolicy__c","FinServ__PaymentDueDate__c"] 40 | }, 41 | { 42 | "query": "SELECT all FROM FinServ__UsePersonAccount__c", 43 | "operation": "Upsert", 44 | "externalId": "Name" 45 | } 46 | ] 47 | } -------------------------------------------------------------------------------- /dataLoad.sh: -------------------------------------------------------------------------------- 1 | #Run this after running orgInit.sh if sample data is needed 2 | 3 | #This permission set is for data load as some permissions are not assigned yet 4 | #You can remove this after data load 5 | sfdx force:user:permset:assign -n FSC_DataLoad_Custom 6 | 7 | 8 | #SFDX DMU plugin: https://github.com/forcedotcom/SFDX-Data-Move-Utility/wiki 9 | #Data Extract from existing org; if needed 10 | #sfdx sfdmu:run --sourceusername FSCTrialOrg --targetusername csvfile -p data/sfdmu/ 11 | 12 | #Cleanup an existing org 13 | #Sometimes order of delete may need to be changed/updated 14 | #sfdx force:apex:execute -f config/cleanup.apex 15 | 16 | #sfdx force:data:soql:query -q "select id,Name,AccountId from Account" -u FSCTrialOrg 17 | 18 | #Cleanup before running import (if needeD) 19 | #sfdx force:apex:execute -f config/cleanup.apex 20 | #data load 21 | sfdx sfdmu:run --sourceusername csvfile --targetusername FSCADK2 -p data/sfdmu/ --noprompt 22 | 23 | sfdx force:org:open 24 | 25 | #Delete [select id from FinServ__BillingStatement__c]; 26 | #Delete [select id from FinServ__Employment__c]; 27 | #Delete [select id from FinServ__AssetsAndLiabilities__c]; 28 | #Delete [select id from FinServ__Card__c]; 29 | #Delete [select id from FinServ__Alert__c]; 30 | #Delete [select id from FinServ__LifeEvent__c]; 31 | #Delete [select id from FinServ__Revenue__c]; 32 | #Delete [select id from FinServ__FinancialAccountTransaction__c]; 33 | #Delete [select id from FinServ__PolicyPaymentMethod__c]; 34 | 35 | 36 | #Delete [select id from FinServ__Securities__c]; 37 | #Delete [select id from FinServ__FinancialGoal__c]; 38 | #Delete [select id from FinServ__IdentificationDocument__c]; 39 | #Delete [select id from FinServ__Education__c]; 40 | #Delete [select id from FinServ__FinancialHolding__c]; 41 | #Delete [select id from FinServ__FinancialAccountRole__c where FinServ__Active__c =false]; 42 | #Delete [select id from FinServ__ChargesAndFees__c]; 43 | #Delete [select id from FinServ__FinancialAccount__c]; 44 | #Delete [select id from Case]; 45 | #Delete [select id from Opportunity]; 46 | 47 | 48 | #Delete [select id from Claim]; 49 | #Delete [select id from InsurancePolicy]; 50 | #Delete [select id from Lead]; 51 | #Delete [select id from Account]; 52 | #Delete [select id from Contact]; 53 | #Delete [select id from FinServ__AccountAccountRelation__c]; 54 | #Delete [select id from FinServ__ContactContactRelation__c]; 55 | #Delete [select id from FinServ__ReciprocalRole__c]; 56 | -------------------------------------------------------------------------------- /data/sfdmu/AccountContactRelation.csv: -------------------------------------------------------------------------------- 1 | Id,AccountId,ContactId,Roles,IsDirect,IsActive,StartDate,EndDate,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Primary__c,FinServ__Rollups__c,FinServ__SourceSystemId__c,FinServ__IncludeInGroup__c,FinServ__PrimaryGroup__c,Account.Name,Contact.Name,$$AccountId$ContactId 2 | 07k3h000001jxv6AAA,0013h00000CviB4AAJ,0033h000008s54yAAA,Trustee,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,true,false,Adams Charitable Trust (Sample),Rachel Adams (Sample),0013h00000CviB4AAJ;0033h000008s54yAAA 3 | 07k3h000001jxv7AAA,0013h00000CviBDAAZ,0033h000008s54yAAA,Beneficiary,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,Symonds Household (Sample),Rachel Adams (Sample),0013h00000CviBDAAZ;0033h000008s54yAAA 4 | 07k3h000001jxv8AAA,0013h00000CviBDAAZ,0033h000008s550AAA,Client,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Symonds Household (Sample),Neil Symonds (Sample),0013h00000CviBDAAZ;0033h000008s550AAA 5 | 07k3h000001jxvAAAQ,0013h00000CviB5AAJ,0033h000008s54yAAA,Client,false,true,2020-06-29,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Adams Household (Sample),Rachel Adams (Sample),0013h00000CviB5AAJ;0033h000008s54yAAA 6 | 07k3h000001jxvCAAQ,0013h00000CviB5AAJ,0033h000008s54zAAA,Spouse,false,true,2020-06-29,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Adams Household (Sample),Nigel Adams (Sample),0013h00000CviB5AAJ;0033h000008s54zAAA 7 | 07k3h000001jxvDAAQ,0013h00000CviBCAAZ,0033h000008s551AAA,,true,true,2020-09-01,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,"Smith, Kohl and Company (Sample)",Ivan M Kohl (Sample),0013h00000CviBCAAZ;0033h000008s551AAA 8 | 07k3h000001jxvHAAQ,0013h00000CviBCAAZ,0033h000008s554AAA,Client,true,true,2020-11-14,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,"Smith, Kohl and Company (Sample)",Steve Smith (Sample),0013h00000CviBCAAZ;0033h000008s554AAA 9 | -------------------------------------------------------------------------------- /data/sfdmu/target/AccountContactRelation_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,AccountId,ContactId,Roles,IsDirect,IsActive,StartDate,EndDate,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,FinServ__Primary__c,FinServ__Rollups__c,FinServ__SourceSystemId__c,FinServ__IncludeInGroup__c,FinServ__PrimaryGroup__c,Account.Name,Contact.Name,$$AccountId$ContactId 2 | 07k3h000001jxv6AAA,0013h00000CviB4AAJ,0033h000008s54yAAA,Trustee,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,true,false,Adams Charitable Trust (Sample),Rachel Adams (Sample),0013h00000CviB4AAJ;0033h000008s54yAAA 3 | 07k3h000001jxv7AAA,0013h00000CviBDAAZ,0033h000008s54yAAA,Beneficiary,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,Symonds Household (Sample),Rachel Adams (Sample),0013h00000CviBDAAZ;0033h000008s54yAAA 4 | 07k3h000001jxv8AAA,0013h00000CviBDAAZ,0033h000008s550AAA,Client,false,true,2020-06-22,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Symonds Household (Sample),Neil Symonds (Sample),0013h00000CviBDAAZ;0033h000008s550AAA 5 | 07k3h000001jxvAAAQ,0013h00000CviB5AAJ,0033h000008s54yAAA,Client,false,true,2020-06-29,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,true,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Adams Household (Sample),Rachel Adams (Sample),0013h00000CviB5AAJ;0033h000008s54yAAA 6 | 07k3h000001jxvCAAQ,0013h00000CviB5AAJ,0033h000008s54zAAA,Spouse,false,true,2020-06-29,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,Tasks;Events;Financial Accounts;Assets and Liabilities;Financial Goals;All;Referrals;Opportunities,,false,true,Adams Household (Sample),Nigel Adams (Sample),0013h00000CviB5AAJ;0033h000008s54zAAA 7 | 07k3h000001jxvDAAQ,0013h00000CviBCAAZ,0033h000008s551AAA,,true,true,2020-09-01,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,"Smith, Kohl and Company (Sample)",Ivan M Kohl (Sample),0013h00000CviBCAAZ;0033h000008s551AAA 8 | 07k3h000001jxvHAAQ,0013h00000CviBCAAZ,0033h000008s554AAA,Client,true,true,2020-11-14,,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,false,,,false,false,"Smith, Kohl and Company (Sample)",Steve Smith (Sample),0013h00000CviBCAAZ;0033h000008s554AAA 9 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # Fianncial Services Cloud (FSC) - Demo Org 2 | This repo can help you create a scratch org with FSC installed as well as (optional) sample data to quickly get you started with you development and demo processes 3 | 4 | ## What will be included in the org created from this repo? 5 | 6 | We have cleaned up extra metadata which is not required for setting up basic FSC ADK. Following is what you will get in this repo: 7 | - Scratch org 8 | - FSC package and extension installation 9 | - Standard Permission set assignmment 10 | - Optional Permission set assignment for data load script 11 | 12 | You can run orgInit.sh for above settings. 13 | 14 | ## Data Load 15 | 16 | If you are intersted in sample data too then we can have created some data load using a new plugin: https://github.com/forcedotcom/SFDX-Data-Move-Utility/wiki. 17 | 18 | If interested, you can run dataLoad.sh (after running orgInit.sh). This will export data from CSV files to the org. 19 | 20 | Data is stored in CSV files in https://github.com/Vchalem/fsc-demo-pack/tree/master/data/sfdmu. Data was extracted from another org and will be imported using https://github.com/Vchalem/fsc-demo-pack/tree/master/data/sfdmu/export.json. 21 | 22 | You can read more options for that plugin at plugin's Wiki page. 23 | 24 | # Is there any way I can use this repo for a demo without Command Line? 25 | Yes! 26 | 27 | You can use [Heroku Deployer](https://github.com/mshanemc/deploy-to-sfdx) to create an org from this repo via UI without any knowledge (or use) of command line tools. 28 | 29 | http://hosted-scratch.herokuapp.com/launch?template=https://github.com/Vchalem/fsc-demo-pack&email=required 30 | 31 | 32 | # How can I use this org? 33 | When the org is created, permission sets are also assigned to the user to start using FSC right away. Following are the steps to test Retail Banking functionality in this org. However, you can use other apps for Wealth Management, Commercial Banking, Insurance or even Mortgage. Once you open the org, 34 | 35 | - Open "Retail Banking Console" App from "App Launcher" 36 | - Search for "Adams Household" (Assuming that you have loaded sample data) 37 | - You can click on all the tabs on that account as needed 38 | -- Details tab for Account Details 39 | -- Financials for the Financial Summary of all primary members of that household 40 | -- Relationships to see all members of this household including all associations like Accountants, Bankers etc 41 | -- Goals tab to see all the goals setup for that household for various primary members 42 | -- Related tab to see all other records related to this household like Cases, Opportunities etc 43 | 44 | 45 | # How can I use this repo to customize my FSC demos? 46 | You can fork this repo and change it as needed. Easiest way is to create a new org. You can make changes as needed and the pull that source code to your local code (sfdx force:source:pull). 47 | 48 | You can then commit those to your forked GitHub repo to master or any feature branch (especially if you want multiple demos but don't want to change base/master demo). From there, you can use it as needed and spin up repos as you want. 49 | -------------------------------------------------------------------------------- /data/sfdmu/FinServ__ReciprocalRole__c.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,LastViewedDate,LastReferencedDate,FinServ__CreateInverseRole__c,FinServ__InverseRelationship__c,FinServ__InverseRole__c,FinServ__RelationshipType__c,FinServ__SourceSystemId__c,RecordType.DeveloperName,FinServ__InverseRelationship__r.Name 2 | a0E3h000001JjcGEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcAEAS,Accountant,,,ContactRole;FinServ__ReciprocalRole__c,Accountant 3 | a0E3h000001JjcJEAS,0123h000000z9NUAAY,Grandchild,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcDEAS,Grandparent,,,ContactRole;FinServ__ReciprocalRole__c,Grandparent 4 | a0E3h000001JjcMEAS,0123h000000z9NUAAY,Ex-Spouse,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Ex-Spouse,,,ContactRole;FinServ__ReciprocalRole__c, 5 | a0E3h000001JjcOEAS,0123h000000z9NUAAY,Sibling,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Sibling,,,ContactRole;FinServ__ReciprocalRole__c, 6 | a0E3h000001JjcFEAS,0123h000000z9NTAAY,Business,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcLEAS,Proprietor,,,AccountRole;FinServ__ReciprocalRole__c,Proprietor 7 | a0E3h000001JjcBEAS,0123h000000z9NUAAY,Lawyer,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcHEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 8 | a0E3h000001JjcEEAS,0123h000000z9NUAAY,Power of Attorney,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcKEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 9 | a0E3h000001JjcLEAS,0123h000000z9NTAAY,Proprietor,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcFEAS,Business,,,AccountRole;FinServ__ReciprocalRole__c,Business 10 | a0E3h000001JjcAEAS,0123h000000z9NUAAY,Accountant,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcGEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 11 | a0E3h000001JjcKEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcEEAS,Power of Attorney,,,ContactRole;FinServ__ReciprocalRole__c,Power of Attorney 12 | a0E3h000001JjcDEAS,0123h000000z9NUAAY,Grandparent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcJEAS,Grandchild,,,ContactRole;FinServ__ReciprocalRole__c,Grandchild 13 | a0E3h000001JjcIEAS,0123h000000z9NUAAY,Dependent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcCEAS,Parent,,,ContactRole;FinServ__ReciprocalRole__c,Parent 14 | a0E3h000001JjcHEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcBEAS,Lawyer,,,ContactRole;FinServ__ReciprocalRole__c,Lawyer 15 | a0E3h000001JjcPEAS,0123h000000z9NTAAY,Extended Family,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Extended Family,,,AccountRole;FinServ__ReciprocalRole__c, 16 | a0E3h000001JjcNEAS,0123h000000z9NUAAY,Spouse,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Spouse,,,ContactRole;FinServ__ReciprocalRole__c, 17 | a0E3h000001JjcCEAS,0123h000000z9NUAAY,Parent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcIEAS,Dependent,,,ContactRole;FinServ__ReciprocalRole__c,Dependent 18 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__ReciprocalRole__c_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsDeleted,CreatedDate,LastModifiedDate,SystemModstamp,LastViewedDate,LastReferencedDate,FinServ__CreateInverseRole__c,FinServ__InverseRelationship__c,FinServ__InverseRole__c,FinServ__RelationshipType__c,FinServ__SourceSystemId__c,RecordType.DeveloperName,FinServ__InverseRelationship__r.Name 2 | a0E3h000001JjcGEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcAEAS,Accountant,,,ContactRole;FinServ__ReciprocalRole__c,Accountant 3 | a0E3h000001JjcJEAS,0123h000000z9NUAAY,Grandchild,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcDEAS,Grandparent,,,ContactRole;FinServ__ReciprocalRole__c,Grandparent 4 | a0E3h000001JjcMEAS,0123h000000z9NUAAY,Ex-Spouse,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Ex-Spouse,,,ContactRole;FinServ__ReciprocalRole__c, 5 | a0E3h000001JjcOEAS,0123h000000z9NUAAY,Sibling,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Sibling,,,ContactRole;FinServ__ReciprocalRole__c, 6 | a0E3h000001JjcFEAS,0123h000000z9NTAAY,Business,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcLEAS,Proprietor,,,AccountRole;FinServ__ReciprocalRole__c,Proprietor 7 | a0E3h000001JjcBEAS,0123h000000z9NUAAY,Lawyer,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcHEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 8 | a0E3h000001JjcEEAS,0123h000000z9NUAAY,Power of Attorney,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcKEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 9 | a0E3h000001JjcLEAS,0123h000000z9NTAAY,Proprietor,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcFEAS,Business,,,AccountRole;FinServ__ReciprocalRole__c,Business 10 | a0E3h000001JjcAEAS,0123h000000z9NUAAY,Accountant,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcGEAS,Client,,,ContactRole;FinServ__ReciprocalRole__c,Client 11 | a0E3h000001JjcKEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcEEAS,Power of Attorney,,,ContactRole;FinServ__ReciprocalRole__c,Power of Attorney 12 | a0E3h000001JjcDEAS,0123h000000z9NUAAY,Grandparent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcJEAS,Grandchild,,,ContactRole;FinServ__ReciprocalRole__c,Grandchild 13 | a0E3h000001JjcIEAS,0123h000000z9NUAAY,Dependent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcCEAS,Parent,,,ContactRole;FinServ__ReciprocalRole__c,Parent 14 | a0E3h000001JjcHEAS,0123h000000z9NUAAY,Client,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,a0E3h000001JjcBEAS,Lawyer,,,ContactRole;FinServ__ReciprocalRole__c,Lawyer 15 | a0E3h000001JjcPEAS,0123h000000z9NTAAY,Extended Family,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Extended Family,,,AccountRole;FinServ__ReciprocalRole__c, 16 | a0E3h000001JjcNEAS,0123h000000z9NUAAY,Spouse,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,false,,Spouse,,,ContactRole;FinServ__ReciprocalRole__c, 17 | a0E3h000001JjcCEAS,0123h000000z9NUAAY,Parent,false,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,2020-06-23T16:48:07.000+0000,,,true,a0E3h000001JjcIEAS,Dependent,,,ContactRole;FinServ__ReciprocalRole__c,Dependent 18 | -------------------------------------------------------------------------------- /data/sfdmu/Contact.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsPersonAccount,AccountId,LastName,FirstName,Salutation,MiddleName,Suffix,OtherStreet,OtherCity,OtherState,OtherPostalCode,OtherCountry,OtherLatitude,OtherLongitude,OtherGeocodeAccuracy,MailingStreet,MailingCity,MailingState,MailingPostalCode,MailingCountry,MailingLatitude,MailingLongitude,MailingGeocodeAccuracy,Phone,Fax,MobilePhone,HomePhone,OtherPhone,AssistantPhone,ReportsToId,Email,Title,Department,AssistantName,LeadSource,Birthdate,Description,HasOptedOutOfEmail,HasOptedOutOfFax,DoNotCall,EmailBouncedReason,EmailBouncedDate,Jigsaw,IndividualId,FinServ__AnnualIncome__c,FinServ__Citizenship__c,FinServ__CountryOfResidence__c,FinServ__CreatedFromLead__c,FinServ__CurrentEmployer__c,FinServ__EmployedSince__c,FinServ__Facebook__c,FinServ__Gender__c,FinServ__IndividualType__c,FinServ__LanguagesSpoken__c,FinServ__LinkedIn__c,FinServ__MaritalStatus__c,FinServ__NumberOfDependents__c,FinServ__Occupation__c,FinServ__PrimaryAddressIsBilling__c,FinServ__PrimaryAddressIsMailing__c,FinServ__PrimaryAddressIsOther__c,FinServ__PrimaryAddressIsShipping__c,FinServ__SourceSystemId__c,FinServ__TaxBracket__c,FinServ__TaxId__c,FinServ__Twitter__c,FinServ__WeddingAnniversary__c,FinServ__CountryOfBirth__c,FinServ__PreferredName__c,FinServ__PrimaryLanguage__c,FinServ__SecondaryLanguage__c,FinServ__Affiliations__c,FinServ__CommunicationPreferences__c,FinServ__ContactPreference__c,FinServ__CustomerTimezone__c,FinServ__EmailVerified__c,FinServ__FaxVerified__c,FinServ__HomeOwnership__c,FinServ__HomePhoneVerified__c,FinServ__LastFourDigitSSN__c,FinServ__MarketingOptOut__c,FinServ__MobileVerified__c,FinServ__MostUsedChannel__c,FinServ__MotherMaidenName__c,FinServ__NextLifeEvent__c,FinServ__NumberOfChildren__c,FinServ__PrimaryCitizenship__c,FinServ__ReferredByContact__c,FinServ__ReferrerScore__c,FinServ__SecondaryCitizenship__c,RecordType.DeveloperName,Account.Name,ReportsTo.Name,Individual.Name,FinServ__ReferredByContact__r.Name 2 | 0033h000008s54yAAA,,Rachel Adams (Sample),true,0013h00000CviBAAAZ,Adams (Sample),Rachel,Mrs.,,,142 Sansome Street,San Francisco,CA,94104,United States,,,,170 Post Street,San Francisco,CA,94108,United States,,,,(500) 145-0557,,5001450558,5009798658,510) 717-4299,,,rachel@acmecorp.com,,,,,1969-06-27,,false,false,false,,,,,350000,,,false,ACME Inc,2016-05-12,,,Individual,"English, Arabic, Spanish, French",,Married,,"SVP, Practices",false,true,false,false,,33%,,,1991-05-10,,Rachel,,,,Fraud:Phone;Fraud:Email;Fraud:SMS;Promotions:Phone,Mobile,America/Los_Angeles,true,false,,false,0606,true,true,,,Critical Family Event,,United States,,0,Andorra,,Rachel Adams (Sample),,, 3 | 0033h000008s54zAAA,,Nigel Adams (Sample),true,0013h00000CviB9AAJ,Adams (Sample),Nigel,Mr.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1967-07-01,,false,false,false,,,,,,,,false,,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,,Nigel Adams (Sample),,, 4 | 0033h000008s550AAA,,Neil Symonds (Sample),true,0013h00000CviB8AAJ,Symonds (Sample),Neil,Mr.,,,,,,,,,,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,5105490092,,5105490091,,,,,neil.symonds@symonds.com,,,,,1950-03-29,,false,false,false,,,,,,,,false,Symonds Inc.,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,,Neil Symonds (Sample),,, 5 | 0033h000008s551AAA,0123h000000z9N2AAI,Ivan M Kohl (Sample),false,0013h00000CviBCAAZ,Kohl (Sample),Ivan,Mr.,M,,77 Bush Street,San Jose,CA,95126,United States,,,,1 Post Street,San Jose,CA,95113,United States,,,,,,,,,,,ivan.kohl@skh.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Contact,"Smith, Kohl and Company (Sample)",,, 6 | 0033h000008s552AAA,,Aaron Thompson (Sample),true,0013h00000CviB7AAJ,Thompson (Sample),Aaron,Mr.,,,,,,,,,,,1155 Market Street,San Francisco,CA,94103,United States,,,,(541) 754-3010,,,,,,,adamr@mikcorp.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,,Aaron Thompson (Sample),,, 7 | 0033h000008s553AAA,,Alishia Sergi ( Sample ),true,0013h00000CviBBAAZ,Sergi ( Sample ),Alishia,Ms.,,,,,,,,,,,,,,,,,,,(605) 414-2147,,,,,,,aliciasergei@gmail.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,,Alishia Sergi ( Sample ),,, 8 | 0033h000008s554AAA,0123h000000z9N2AAI,Steve Smith (Sample),false,0013h00000CviBCAAZ,Smith (Sample),Steve,Mr.,,,77 Bush Street,San Jose,CA,95126,United States,,,,1 Post Street,San Jose,CA,95113,United States,,,,,,,,,,,steve.smith@skh.com,Snr Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,IndustriesBusiness;Contact,"Smith, Kohl and Company (Sample)",,, 9 | -------------------------------------------------------------------------------- /data/sfdmu/target/Contact_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsPersonAccount,AccountId,LastName,FirstName,Salutation,MiddleName,Suffix,OtherStreet,OtherCity,OtherState,OtherPostalCode,OtherCountry,OtherLatitude,OtherLongitude,OtherGeocodeAccuracy,MailingStreet,MailingCity,MailingState,MailingPostalCode,MailingCountry,MailingLatitude,MailingLongitude,MailingGeocodeAccuracy,Phone,Fax,MobilePhone,HomePhone,OtherPhone,AssistantPhone,ReportsToId,Email,Title,Department,AssistantName,LeadSource,Birthdate,Description,HasOptedOutOfEmail,HasOptedOutOfFax,DoNotCall,EmailBouncedReason,EmailBouncedDate,Jigsaw,IndividualId,FinServ__AnnualIncome__c,FinServ__Citizenship__c,FinServ__CountryOfResidence__c,FinServ__CreatedFromLead__c,FinServ__CurrentEmployer__c,FinServ__EmployedSince__c,FinServ__Facebook__c,FinServ__Gender__c,FinServ__IndividualType__c,FinServ__LanguagesSpoken__c,FinServ__LinkedIn__c,FinServ__MaritalStatus__c,FinServ__NumberOfDependents__c,FinServ__Occupation__c,FinServ__PrimaryAddressIsBilling__c,FinServ__PrimaryAddressIsMailing__c,FinServ__PrimaryAddressIsOther__c,FinServ__PrimaryAddressIsShipping__c,FinServ__SourceSystemId__c,FinServ__TaxBracket__c,FinServ__TaxId__c,FinServ__Twitter__c,FinServ__WeddingAnniversary__c,FinServ__CountryOfBirth__c,FinServ__PreferredName__c,FinServ__PrimaryLanguage__c,FinServ__SecondaryLanguage__c,FinServ__Affiliations__c,FinServ__CommunicationPreferences__c,FinServ__ContactPreference__c,FinServ__CustomerTimezone__c,FinServ__EmailVerified__c,FinServ__FaxVerified__c,FinServ__HomeOwnership__c,FinServ__HomePhoneVerified__c,FinServ__LastFourDigitSSN__c,FinServ__MarketingOptOut__c,FinServ__MobileVerified__c,FinServ__MostUsedChannel__c,FinServ__MotherMaidenName__c,FinServ__NextLifeEvent__c,FinServ__NumberOfChildren__c,FinServ__PrimaryCitizenship__c,FinServ__ReferredByContact__c,FinServ__ReferrerScore__c,FinServ__SecondaryCitizenship__c,RecordType.DeveloperName,Account.Name,ReportsTo.Name,Individual.Name,FinServ__ReferredByContact__r.Name 2 | 0033h000008s54yAAA,,Rachel Adams (Sample),true,0013h00000CviBAAAZ,Adams (Sample),Rachel,Mrs.,,,142 Sansome Street,San Francisco,CA,94104,United States,,,,170 Post Street,San Francisco,CA,94108,United States,,,,(500) 145-0557,,5001450558,5009798658,510) 717-4299,,,rachel@acmecorp.com,,,,,1969-06-27,,false,false,false,,,,,350000,,,false,ACME Inc,2016-05-12,,,Individual,"English, Arabic, Spanish, French",,Married,,"SVP, Practices",false,true,false,false,,33%,,,1991-05-10,,Rachel,,,,Fraud:Phone;Fraud:Email;Fraud:SMS;Promotions:Phone,Mobile,America/Los_Angeles,true,false,,false,0606,true,true,,,Critical Family Event,,United States,,0,Andorra,,Rachel Adams (Sample),,, 3 | 0033h000008s54zAAA,,Nigel Adams (Sample),true,0013h00000CviB9AAJ,Adams (Sample),Nigel,Mr.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1967-07-01,,false,false,false,,,,,,,,false,,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,,Nigel Adams (Sample),,, 4 | 0033h000008s550AAA,,Neil Symonds (Sample),true,0013h00000CviB8AAJ,Symonds (Sample),Neil,Mr.,,,,,,,,,,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,5105490092,,5105490091,,,,,neil.symonds@symonds.com,,,,,1950-03-29,,false,false,false,,,,,,,,false,Symonds Inc.,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,,Neil Symonds (Sample),,, 5 | 0033h000008s551AAA,0123h000000z9N2AAI,Ivan M Kohl (Sample),false,0013h00000CviBCAAZ,Kohl (Sample),Ivan,Mr.,M,,77 Bush Street,San Jose,CA,95126,United States,,,,1 Post Street,San Jose,CA,95113,United States,,,,,,,,,,,ivan.kohl@skh.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Contact,"Smith, Kohl and Company (Sample)",,, 6 | 0033h000008s552AAA,,Aaron Thompson (Sample),true,0013h00000CviB7AAJ,Thompson (Sample),Aaron,Mr.,,,,,,,,,,,1155 Market Street,San Francisco,CA,94103,United States,,,,(541) 754-3010,,,,,,,adamr@mikcorp.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,,Aaron Thompson (Sample),,, 7 | 0033h000008s553AAA,,Alishia Sergi ( Sample ),true,0013h00000CviBBAAZ,Sergi ( Sample ),Alishia,Ms.,,,,,,,,,,,,,,,,,,,(605) 414-2147,,,,,,,aliciasergei@gmail.com,Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,,Alishia Sergi ( Sample ),,, 8 | 0033h000008s554AAA,0123h000000z9N2AAI,Steve Smith (Sample),false,0013h00000CviBCAAZ,Smith (Sample),Steve,Mr.,,,77 Bush Street,San Jose,CA,95126,United States,,,,1 Post Street,San Jose,CA,95113,United States,,,,,,,,,,,steve.smith@skh.com,Snr Agent,,,,,,false,false,false,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,IndustriesBusiness;Contact,"Smith, Kohl and Company (Sample)",,, 9 | -------------------------------------------------------------------------------- /force-app/main/default/profiles/Relationship Manager.profile-meta.xml: -------------------------------------------------------------------------------- 1 | 2 | 3 | true 4 | Salesforce 5 | 6 | true 7 | ActivitiesAccess 8 | 9 | 10 | true 11 | AddDirectMessageMembers 12 | 13 | 14 | true 15 | ApexRestServices 16 | 17 | 18 | true 19 | ApiEnabled 20 | 21 | 22 | true 23 | AssignTopics 24 | 25 | 26 | true 27 | ChatterEditOwnPost 28 | 29 | 30 | true 31 | ChatterFileLink 32 | 33 | 34 | true 35 | ChatterInternalUser 36 | 37 | 38 | true 39 | ChatterInviteExternalUsers 40 | 41 | 42 | true 43 | ChatterOwnGroups 44 | 45 | 46 | true 47 | ContentWorkspaces 48 | 49 | 50 | true 51 | ConvertLeads 52 | 53 | 54 | true 55 | CreateCustomizeFilters 56 | 57 | 58 | true 59 | CreateCustomizeReports 60 | 61 | 62 | true 63 | CreateTopics 64 | 65 | 66 | true 67 | DistributeFromPersWksp 68 | 69 | 70 | true 71 | EditEvent 72 | 73 | 74 | true 75 | EditOppLineItemUnitPrice 76 | 77 | 78 | true 79 | EditTask 80 | 81 | 82 | true 83 | EditTopics 84 | 85 | 86 | true 87 | EmailMass 88 | 89 | 90 | true 91 | EmailSingle 92 | 93 | 94 | true 95 | EnableCommunityAppLauncher 96 | 97 | 98 | true 99 | EnableNotifications 100 | 101 | 102 | true 103 | ExportReport 104 | 105 | 106 | true 107 | ImportPersonal 108 | 109 | 110 | true 111 | LightningConsoleAllowedForUser 112 | 113 | 114 | true 115 | LightningExperienceUser 116 | 117 | 118 | true 119 | ListEmailSend 120 | 121 | 122 | true 123 | MassInlineEdit 124 | 125 | 126 | true 127 | OverrideForecasts 128 | 129 | 130 | true 131 | RemoveDirectMessageMembers 132 | 133 | 134 | true 135 | RunReports 136 | 137 | 138 | true 139 | SelectFilesFromSalesforce 140 | 141 | 142 | true 143 | SendSitRequests 144 | 145 | 146 | true 147 | ShowCompanyNameAsUserBadge 148 | 149 | 150 | true 151 | SubmitMacrosAllowed 152 | 153 | 154 | true 155 | SubscribeToLightningReports 156 | 157 | 158 | true 159 | TransactionalEmailSend 160 | 161 | 162 | true 163 | UseWebLink 164 | 165 | 166 | true 167 | ViewHelpLink 168 | 169 | 170 | true 171 | ViewRoles 172 | 173 | 174 | true 175 | ViewSetup 176 | 177 | 178 | -------------------------------------------------------------------------------- /force-app/main/default/profiles/SolutionManager.profile-meta.xml: -------------------------------------------------------------------------------- 1 | 2 | 3 | false 4 | Salesforce 5 | 6 | true 7 | ActivitiesAccess 8 | 9 | 10 | true 11 | AddDirectMessageMembers 12 | 13 | 14 | true 15 | ApexRestServices 16 | 17 | 18 | true 19 | ApiEnabled 20 | 21 | 22 | true 23 | AssignTopics 24 | 25 | 26 | true 27 | ChatterEditOwnPost 28 | 29 | 30 | true 31 | ChatterFileLink 32 | 33 | 34 | true 35 | ChatterInternalUser 36 | 37 | 38 | true 39 | ChatterInviteExternalUsers 40 | 41 | 42 | true 43 | ChatterOwnGroups 44 | 45 | 46 | true 47 | ContentWorkspaces 48 | 49 | 50 | true 51 | ConvertLeads 52 | 53 | 54 | true 55 | CreateCustomizeFilters 56 | 57 | 58 | true 59 | CreateCustomizeReports 60 | 61 | 62 | true 63 | CreateTopics 64 | 65 | 66 | true 67 | DistributeFromPersWksp 68 | 69 | 70 | true 71 | EditEvent 72 | 73 | 74 | true 75 | EditOppLineItemUnitPrice 76 | 77 | 78 | true 79 | EditTask 80 | 81 | 82 | true 83 | EditTopics 84 | 85 | 86 | true 87 | EmailMass 88 | 89 | 90 | true 91 | EmailSingle 92 | 93 | 94 | true 95 | EnableCommunityAppLauncher 96 | 97 | 98 | true 99 | EnableNotifications 100 | 101 | 102 | true 103 | ExportReport 104 | 105 | 106 | true 107 | ImportPersonal 108 | 109 | 110 | true 111 | LightningConsoleAllowedForUser 112 | 113 | 114 | true 115 | LightningExperienceUser 116 | 117 | 118 | true 119 | ListEmailSend 120 | 121 | 122 | true 123 | ManageSolutions 124 | 125 | 126 | true 127 | MassInlineEdit 128 | 129 | 130 | true 131 | OverrideForecasts 132 | 133 | 134 | true 135 | RemoveDirectMessageMembers 136 | 137 | 138 | true 139 | RunReports 140 | 141 | 142 | true 143 | SelectFilesFromSalesforce 144 | 145 | 146 | true 147 | SendSitRequests 148 | 149 | 150 | true 151 | ShowCompanyNameAsUserBadge 152 | 153 | 154 | true 155 | SolutionImport 156 | 157 | 158 | true 159 | SubscribeToLightningReports 160 | 161 | 162 | true 163 | TransactionalEmailSend 164 | 165 | 166 | true 167 | UseWebLink 168 | 169 | 170 | true 171 | ViewHelpLink 172 | 173 | 174 | true 175 | ViewRoles 176 | 177 | 178 | true 179 | ViewSetup 180 | 181 | 182 | -------------------------------------------------------------------------------- /force-app/main/default/profiles/Advisor.profile-meta.xml: -------------------------------------------------------------------------------- 1 | 2 | 3 | true 4 | Salesforce 5 | 6 | true 7 | ActivitiesAccess 8 | 9 | 10 | true 11 | ApexRestServices 12 | 13 | 14 | true 15 | ApiEnabled 16 | 17 | 18 | true 19 | AssignTopics 20 | 21 | 22 | true 23 | CanUseNewDashboardBuilder 24 | 25 | 26 | true 27 | ChatterEditOwnPost 28 | 29 | 30 | true 31 | ChatterFileLink 32 | 33 | 34 | true 35 | ChatterInternalUser 36 | 37 | 38 | true 39 | ChatterInviteExternalUsers 40 | 41 | 42 | true 43 | ChatterOwnGroups 44 | 45 | 46 | true 47 | ConvertLeads 48 | 49 | 50 | true 51 | CreateCustomizeFilters 52 | 53 | 54 | true 55 | CreateCustomizeReports 56 | 57 | 58 | true 59 | CreateTopics 60 | 61 | 62 | true 63 | DistributeFromPersWksp 64 | 65 | 66 | true 67 | EditCaseComments 68 | 69 | 70 | true 71 | EditEvent 72 | 73 | 74 | true 75 | EditOppLineItemUnitPrice 76 | 77 | 78 | true 79 | EditTask 80 | 81 | 82 | true 83 | EditTopics 84 | 85 | 86 | true 87 | EmailMass 88 | 89 | 90 | true 91 | EmailSingle 92 | 93 | 94 | true 95 | EnableNotifications 96 | 97 | 98 | true 99 | ExportReport 100 | 101 | 102 | true 103 | ImportLeads 104 | 105 | 106 | true 107 | ImportPersonal 108 | 109 | 110 | true 111 | LightningConsoleAllowedForUser 112 | 113 | 114 | true 115 | LightningExperienceUser 116 | 117 | 118 | true 119 | ListEmailSend 120 | 121 | 122 | true 123 | ManageCases 124 | 125 | 126 | true 127 | ManageLeads 128 | 129 | 130 | true 131 | MassInlineEdit 132 | 133 | 134 | true 135 | OverrideForecasts 136 | 137 | 138 | true 139 | RunReports 140 | 141 | 142 | true 143 | SelectFilesFromSalesforce 144 | 145 | 146 | true 147 | SendSitRequests 148 | 149 | 150 | true 151 | ShowCompanyNameAsUserBadge 152 | 153 | 154 | true 155 | SubmitMacrosAllowed 156 | 157 | 158 | true 159 | SubscribeToLightningReports 160 | 161 | 162 | true 163 | TransactionalEmailSend 164 | 165 | 166 | true 167 | TransferAnyCase 168 | 169 | 170 | true 171 | TransferAnyLead 172 | 173 | 174 | true 175 | UseWebLink 176 | 177 | 178 | true 179 | ViewHelpLink 180 | 181 | 182 | true 183 | ViewMyTeamsDashboards 184 | 185 | 186 | true 187 | ViewPublicDashboards 188 | 189 | 190 | true 191 | ViewPublicReports 192 | 193 | 194 | true 195 | ViewRoles 196 | 197 | 198 | true 199 | ViewSetup 200 | 201 | 202 | -------------------------------------------------------------------------------- /data/sfdmu/FinServ__FinancialAccount__c.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,FinServ__Address1__c,FinServ__Address2__c,FinServ__ApplicationDate__c,FinServ__AssetRebalance__c,FinServ__AverageBalance__c,FinServ__Balance__c,FinServ__CashBalance__c,FinServ__City__c,FinServ__CloseDate__c,FinServ__Country__c,FinServ__Description__c,FinServ__Discretionary__c,FinServ__FinancialAccountNumber__c,FinServ__FinancialAccountSource__c,FinServ__FinancialAccountType__c,FinServ__HeldAway__c,FinServ__Household__c,FinServ__InsuredAmount__c,FinServ__InvestmentObjectives__c,FinServ__JointOwner__c,FinServ__LastUpdated__c,FinServ__Managed__c,FinServ__MinimumBalance__c,FinServ__ModelPortfolio__c,FinServ__OpenDate__c,FinServ__OwnerType__c,FinServ__Ownership__c,FinServ__PaperlessDelivery__c,FinServ__Performance1Yr__c,FinServ__Performance3Yr__c,FinServ__PerformanceMTD__c,FinServ__PerformanceQTD__c,FinServ__PerformanceYTD__c,FinServ__PostalCode__c,FinServ__Premium__c,FinServ__PrimaryOwner__c,FinServ__RebalanceFrequency__c,FinServ__RenewalDate__c,FinServ__ServiceProvider__c,FinServ__SourceSystemId__c,FinServ__State__c,FinServ__Status__c,FinServ__TaxID__c,FinServ__TaxStatus__c,FinServ__TimeHorizon__c,FinServ__APY__c,FinServ__BalanceLastStatement__c,FinServ__BookedDate__c,FinServ__CollateralDesc__c,FinServ__CurrentPostedBalance__c,FinServ__DailyWithdrawalLimit__c,FinServ__DrawPeriodMonths__c,FinServ__EscrowBalance__c,FinServ__ExpectedCloseDate__c,FinServ__FinancialAccountChargesAndFees__c,FinServ__InterestRate__c,FinServ__LastTransactionDate__c,FinServ__LienHolder__c,FinServ__LoanAmount__c,FinServ__LoanEndDate__c,FinServ__LoanTermMonths__c,FinServ__MinimumPayment__c,FinServ__Nickname__c,FinServ__OverdraftAllowed__c,FinServ__OverdraftLinkedAccount__c,FinServ__PaymentAmount__c,FinServ__PaymentFrequency__c,FinServ__PendingDeposits__c,FinServ__PendingWithdrawals__c,FinServ__PrincipalBalance__c,FinServ__RepaymentPeriodMonths__c,FinServ__RoutingNumber__c,FinServ__Stage__c,FinServ__StatementFrequency__c,FinServ__TotalCreditLimit__c,FinServ__Type__c,FinServ__PolicyTerm__c,FinServ__ProductName__c,FinServ__HardwareSerial__c,FinServ__IncomingVolume__c,FinServ__OutgoingVolume__c,FinServ__OverdraftProtection__c,FinServ__ServiceType__c,FinServ__TargetLimit__c,FinServ__ClosureReason__c,FinServ__NextStatementDate__c,RecordType.DeveloperName,FinServ__Household__r.Name,FinServ__JointOwner__r.Name,FinServ__PrimaryOwner__r.Name,FinServ__FinancialAccountChargesAndFees__r.Name,FinServ__OverdraftLinkedAccount__r.Name,FinServ__ProductName__r.Name 2 | a083h000000zCJyAAM,0123h000000z9NSAAY,Bank of BAS Checking Account (Sample),,,,false,0,100000,,,,,,false,,Integrator,Checking,true,0013h00000CviB5AAJ,,,,2020-09-01,false,0,,2018-06-08,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,BankingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 3 | a083h000000zCJzAAM,0123h000000z9NOAAY,Investment Account (Sample),,,,false,0,895000,,,,,,false,,Integrator,Brokerage,false,0013h00000CviB5AAJ,,Growth,,,true,0,Growth,2014-08-26,0013h00000CviBAAAZ,Individual,true,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,Long Term,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 4 | a083h000000zCK2AAM,0123h000000z9NNAAY,Life Insurance $2M (Sample),,,,false,0,,,,,,,false,,Manual Entry,Individual Life,false,0013h00000CviB5AAJ,2000000,,,,false,0,,,0013h00000CviBAAAZ,Individual,false,,,,,,,3000,0013h00000CviBAAAZ,,,,,,Open,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InsurancePolicy;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 5 | a083h000000zCK3AAM,0123h000000z9NSAAY,Cash Account (Sample),,,,false,0,275000,,,,,,false,,Manual Entry,Cash Management Account,false,0013h00000CviB5AAJ,,,,,false,0,,,0013h00000CviB4AAJ,Trust,false,,,,,,,,0013h00000CviB4AAJ,,,,,,Open,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,BankingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Adams Charitable Trust (Sample),,, 6 | a083h000000zCK4AAM,0123h000000z9NOAAY,Investment Account (Sample),,,,false,0,324700,,,,,,false,,Integrator,Discount Brokerage,false,0013h00000CviBDAAZ,,,,,true,0,,,0013h00000CviB8AAJ,Individual,false,,,,,,,,0013h00000CviB8AAJ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Symonds Household (Sample),,Neil Symonds (Sample),,, 7 | a083h000000zCK5AAM,0123h000000z9NOAAY,Mutual Fund Investment (Sample),,,,false,0,142000,,,,,,false,,Integrator,Mutual Fund,true,0013h00000CviB5AAJ,,,0013h00000CviB8AAJ,,false,0,,2016-04-09,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),Neil Symonds (Sample),Rachel Adams (Sample),,, 8 | a083h000000zCK6AAM,0123h000000z9NOAAY,Nigel's Investment Account (Sample),,,,false,0,300000,,,,,,false,,,Brokerage,false,0013h00000CviB5AAJ,,,,,true,0,,2019-11-15,0013h00000CviB9AAJ,Joint,false,,,,,,,,0013h00000CviB9AAJ,,,,,,Open,,Qualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Nigel Adams (Sample),,, 9 | a083h000000zCK7AAM,0123h000000z9NbAAI,Savings Account (Sample),,,,false,0,5570,,,,,,false,,,Savings,false,0013h00000CviB5AAJ,,,,,false,0,,2011-12-26,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,SavingsAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 10 | a083h000000zCK8AAM,0123h000000z9NdAAI,Checking Account (Sample),,,,false,0,7106.57,,,,,,false,,,Checking,false,0013h00000CviB5AAJ,,,,,false,0,,2003-03-09,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,CheckingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 11 | a083h000000zCK9AAM,0123h000000z9NZAAY,Credit Card (Sample),,,,false,0,3200,,,,,,false,,,Credit Card,false,0013h00000CviB5AAJ,,,,,false,0,,2015-04-06,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,3550,,,,,,,,,,,,,,,35,,false,,0,,,,,,,,,,,,,,,,false,,,,,CreditCard;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 12 | a083h000000zCKAAA2,0123h000000z9NXAAY,Personal Loan (Sample),,,,false,0,12377.65,,,,,,false,,,,false,0013h00000CviB5AAJ,,,0013h00000CviB9AAJ,,false,0,,2018-12-27,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,550,,,,,,,,,,,,,,36,550,,false,,0,,,,,,,,,,,,,,,,false,,,,,LoanAccount;FinServ__FinancialAccount__c,Adams Household (Sample),Nigel Adams (Sample),Rachel Adams (Sample),,, 13 | a083h000000zCKBAA2,0123h000000z9NaAAI,HELOC Account (Sample),,,,false,0,7100,,,,,,false,,,,false,0013h00000CviB5AAJ,,,0013h00000CviB4AAJ,,false,0,,2014-12-28,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,Single Family home,,,,,,false,,,,,HELOC;FinServ__FinancialAccount__c,Adams Household (Sample),Adams Charitable Trust (Sample),Rachel Adams (Sample),,, 14 | a083h000000zCKCAA2,0123h000000z9NYAAY,Townhome Loan (Sample),,,,false,0,25080,,,,,,false,,,,false,0013h00000CviB5AAJ,,,,,false,0,,2002-01-03,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,Mortgage;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 15 | a083h000000zCKDAA2,0123h000000z9NcAAI,New Car Loan (Sample),,,,false,0,6476.99,,,,,,false,,,,false,0013h00000CviB5AAJ,,,,,false,0,,2016-05-28,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,AutoLoan;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 16 | -------------------------------------------------------------------------------- /data/sfdmu/target/FinServ__FinancialAccount__c_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,FinServ__Address1__c,FinServ__Address2__c,FinServ__ApplicationDate__c,FinServ__AssetRebalance__c,FinServ__AverageBalance__c,FinServ__Balance__c,FinServ__CashBalance__c,FinServ__City__c,FinServ__CloseDate__c,FinServ__Country__c,FinServ__Description__c,FinServ__Discretionary__c,FinServ__FinancialAccountNumber__c,FinServ__FinancialAccountSource__c,FinServ__FinancialAccountType__c,FinServ__HeldAway__c,FinServ__Household__c,FinServ__InsuredAmount__c,FinServ__InvestmentObjectives__c,FinServ__JointOwner__c,FinServ__LastUpdated__c,FinServ__Managed__c,FinServ__MinimumBalance__c,FinServ__ModelPortfolio__c,FinServ__OpenDate__c,FinServ__OwnerType__c,FinServ__Ownership__c,FinServ__PaperlessDelivery__c,FinServ__Performance1Yr__c,FinServ__Performance3Yr__c,FinServ__PerformanceMTD__c,FinServ__PerformanceQTD__c,FinServ__PerformanceYTD__c,FinServ__PostalCode__c,FinServ__Premium__c,FinServ__PrimaryOwner__c,FinServ__RebalanceFrequency__c,FinServ__RenewalDate__c,FinServ__ServiceProvider__c,FinServ__SourceSystemId__c,FinServ__State__c,FinServ__Status__c,FinServ__TaxID__c,FinServ__TaxStatus__c,FinServ__TimeHorizon__c,FinServ__APY__c,FinServ__BalanceLastStatement__c,FinServ__BookedDate__c,FinServ__CollateralDesc__c,FinServ__CurrentPostedBalance__c,FinServ__DailyWithdrawalLimit__c,FinServ__DrawPeriodMonths__c,FinServ__EscrowBalance__c,FinServ__ExpectedCloseDate__c,FinServ__FinancialAccountChargesAndFees__c,FinServ__InterestRate__c,FinServ__LastTransactionDate__c,FinServ__LienHolder__c,FinServ__LoanAmount__c,FinServ__LoanEndDate__c,FinServ__LoanTermMonths__c,FinServ__MinimumPayment__c,FinServ__Nickname__c,FinServ__OverdraftAllowed__c,FinServ__OverdraftLinkedAccount__c,FinServ__PaymentAmount__c,FinServ__PaymentFrequency__c,FinServ__PendingDeposits__c,FinServ__PendingWithdrawals__c,FinServ__PrincipalBalance__c,FinServ__RepaymentPeriodMonths__c,FinServ__RoutingNumber__c,FinServ__Stage__c,FinServ__StatementFrequency__c,FinServ__TotalCreditLimit__c,FinServ__Type__c,FinServ__PolicyTerm__c,FinServ__ProductName__c,FinServ__HardwareSerial__c,FinServ__IncomingVolume__c,FinServ__OutgoingVolume__c,FinServ__OverdraftProtection__c,FinServ__ServiceType__c,FinServ__TargetLimit__c,FinServ__ClosureReason__c,FinServ__NextStatementDate__c,RecordType.DeveloperName,FinServ__Household__r.Name,FinServ__JointOwner__r.Name,FinServ__PrimaryOwner__r.Name,FinServ__FinancialAccountChargesAndFees__r.Name,FinServ__OverdraftLinkedAccount__r.Name,FinServ__ProductName__r.Name 2 | a083h000000zCJyAAM,0123h000000z9NSAAY,Bank of BAS Checking Account (Sample),,,,false,0,100000,,,,,,false,,Integrator,Checking,true,0013h00000CviB5AAJ,,,,2020-09-01,false,0,,2018-06-08,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,BankingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 3 | a083h000000zCJzAAM,0123h000000z9NOAAY,Investment Account (Sample),,,,false,0,895000,,,,,,false,,Integrator,Brokerage,false,0013h00000CviB5AAJ,,Growth,,,true,0,Growth,2014-08-26,0013h00000CviBAAAZ,Individual,true,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,Long Term,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 4 | a083h000000zCK2AAM,0123h000000z9NNAAY,Life Insurance $2M (Sample),,,,false,0,,,,,,,false,,Manual Entry,Individual Life,false,0013h00000CviB5AAJ,2000000,,,,false,0,,,0013h00000CviBAAAZ,Individual,false,,,,,,,3000,0013h00000CviBAAAZ,,,,,,Open,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InsurancePolicy;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 5 | a083h000000zCK3AAM,0123h000000z9NSAAY,Cash Account (Sample),,,,false,0,275000,,,,,,false,,Manual Entry,Cash Management Account,false,0013h00000CviB5AAJ,,,,,false,0,,,0013h00000CviB4AAJ,Trust,false,,,,,,,,0013h00000CviB4AAJ,,,,,,Open,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,BankingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Adams Charitable Trust (Sample),,, 6 | a083h000000zCK4AAM,0123h000000z9NOAAY,Investment Account (Sample),,,,false,0,324700,,,,,,false,,Integrator,Discount Brokerage,false,0013h00000CviBDAAZ,,,,,true,0,,,0013h00000CviB8AAJ,Individual,false,,,,,,,,0013h00000CviB8AAJ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Symonds Household (Sample),,Neil Symonds (Sample),,, 7 | a083h000000zCK5AAM,0123h000000z9NOAAY,Mutual Fund Investment (Sample),,,,false,0,142000,,,,,,false,,Integrator,Mutual Fund,true,0013h00000CviB5AAJ,,,0013h00000CviB8AAJ,,false,0,,2016-04-09,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,Nonqualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),Neil Symonds (Sample),Rachel Adams (Sample),,, 8 | a083h000000zCK6AAM,0123h000000z9NOAAY,Nigel's Investment Account (Sample),,,,false,0,300000,,,,,,false,,,Brokerage,false,0013h00000CviB5AAJ,,,,,true,0,,2019-11-15,0013h00000CviB9AAJ,Joint,false,,,,,,,,0013h00000CviB9AAJ,,,,,,Open,,Qualified,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,,,,,,,,false,,,,,InvestmentAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Nigel Adams (Sample),,, 9 | a083h000000zCK7AAM,0123h000000z9NbAAI,Savings Account (Sample),,,,false,0,5570,,,,,,false,,,Savings,false,0013h00000CviB5AAJ,,,,,false,0,,2011-12-26,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,SavingsAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 10 | a083h000000zCK8AAM,0123h000000z9NdAAI,Checking Account (Sample),,,,false,0,7106.57,,,,,,false,,,Checking,false,0013h00000CviB5AAJ,,,,,false,0,,2003-03-09,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,CheckingAccount;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 11 | a083h000000zCK9AAM,0123h000000z9NZAAY,Credit Card (Sample),,,,false,0,3200,,,,,,false,,,Credit Card,false,0013h00000CviB5AAJ,,,,,false,0,,2015-04-06,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,3550,,,,,,,,,,,,,,,35,,false,,0,,,,,,,,,,,,,,,,false,,,,,CreditCard;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 12 | a083h000000zCKAAA2,0123h000000z9NXAAY,Personal Loan (Sample),,,,false,0,12377.65,,,,,,false,,,,false,0013h00000CviB5AAJ,,,0013h00000CviB9AAJ,,false,0,,2018-12-27,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,550,,,,,,,,,,,,,,36,550,,false,,0,,,,,,,,,,,,,,,,false,,,,,LoanAccount;FinServ__FinancialAccount__c,Adams Household (Sample),Nigel Adams (Sample),Rachel Adams (Sample),,, 13 | a083h000000zCKBAA2,0123h000000z9NaAAI,HELOC Account (Sample),,,,false,0,7100,,,,,,false,,,,false,0013h00000CviB5AAJ,,,0013h00000CviB4AAJ,,false,0,,2014-12-28,0013h00000CviBAAAZ,Joint,false,,,,,,,,0013h00000CviBAAAZ,,,,,,,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,Single Family home,,,,,,false,,,,,HELOC;FinServ__FinancialAccount__c,Adams Household (Sample),Adams Charitable Trust (Sample),Rachel Adams (Sample),,, 14 | a083h000000zCKCAA2,0123h000000z9NYAAY,Townhome Loan (Sample),,,,false,0,25080,,,,,,false,,,,false,0013h00000CviB5AAJ,,,,,false,0,,2002-01-03,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,Mortgage;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 15 | a083h000000zCKDAA2,0123h000000z9NcAAI,New Car Loan (Sample),,,,false,0,6476.99,,,,,,false,,,,false,0013h00000CviB5AAJ,,,,,false,0,,2016-05-28,0013h00000CviBAAAZ,Individual,false,,,,,,,,0013h00000CviBAAAZ,,,,,,Open,,,,,0,,,,,,,,,,,,,,,0,,false,,0,,,,,,,,,,,,,,,,false,,,,,AutoLoan;FinServ__FinancialAccount__c,Adams Household (Sample),,Rachel Adams (Sample),,, 16 | -------------------------------------------------------------------------------- /data/sfdmu/Account.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsPersonAccount,LastName,FirstName,Salutation,MiddleName,Suffix,Type,ParentId,BillingStreet,BillingCity,BillingState,BillingPostalCode,BillingCountry,BillingLatitude,BillingLongitude,BillingGeocodeAccuracy,ShippingStreet,ShippingCity,ShippingState,ShippingPostalCode,ShippingCountry,ShippingLatitude,ShippingLongitude,ShippingGeocodeAccuracy,Phone,Fax,AccountNumber,Website,Sic,Industry,AnnualRevenue,NumberOfEmployees,Ownership,TickerSymbol,Description,Rating,Site,PersonMailingStreet,PersonMailingCity,PersonMailingState,PersonMailingPostalCode,PersonMailingCountry,PersonMailingLatitude,PersonMailingLongitude,PersonMailingGeocodeAccuracy,PersonOtherStreet,PersonOtherCity,PersonOtherState,PersonOtherPostalCode,PersonOtherCountry,PersonOtherLatitude,PersonOtherLongitude,PersonOtherGeocodeAccuracy,PersonMobilePhone,PersonHomePhone,PersonOtherPhone,PersonAssistantPhone,PersonEmail,PersonTitle,PersonDepartment,PersonAssistantName,PersonLeadSource,PersonBirthdate,PersonHasOptedOutOfEmail,PersonHasOptedOutOfFax,PersonDoNotCall,PersonEmailBouncedReason,PersonEmailBouncedDate,PersonIndividualId,Jigsaw,AccountSource,SicDesc,OperatingHoursId,FinServ__ClientCategory__c,FinServ__FinancialInterests__c,FinServ__IndividualId__c,FinServ__IndividualType__c,FinServ__InvestmentExperience__c,FinServ__InvestmentObjectives__c,FinServ__LastInteraction__c,FinServ__LastReview__c,FinServ__MarketingSegment__c,FinServ__NetWorth__c,FinServ__NextInteraction__c,FinServ__NextReview__c,FinServ__Notes__c,FinServ__PersonalInterests__c,FinServ__PrimaryContact__c,FinServ__ReviewFrequency__c,FinServ__RiskTolerance__c,FinServ__ServiceModel__c,FinServ__SourceSystemId__c,FinServ__Status__c,FinServ__TimeHorizon__c,FinServ__TotalAUMJointOwner__c,FinServ__TotalAUMPrimaryOwner__c,FinServ__TotalBankDepositsJointOwner__c,FinServ__TotalBankDepositsPrimaryOwner__c,FinServ__TotalFinAcctsJointOwner__c,FinServ__TotalFinAcctsPrimaryOwner__c,FinServ__TotalHeldFinAcctsJointOwner__c,FinServ__TotalHeldFinAcctsPrimaryOwner__c,FinServ__TotalInsuranceJointOwner__c,FinServ__TotalInsurancePrimaryOwner__c,FinServ__TotalInvestmentsJointOwner__c,FinServ__TotalInvestmentsPrimaryOwner__c,FinServ__TotalLiabilitiesJointOwner__c,FinServ__TotalLiabilitiesPrimaryOwner__c,FinServ__TotalNonfinancialAssetsJointOwner__c,FinServ__TotalNonfinancialAssetsPrimaryOwner__c,FinServ__BankNumber__c,FinServ__BorrowingHistory__c,FinServ__BorrowingPriorities__c,FinServ__BranchCode__c,FinServ__BranchName__c,FinServ__ConversionDateTime__c,FinServ__CreditRating__c,FinServ__CreditScore__c,FinServ__CustomerID__c,FinServ__CustomerSegment__c,FinServ__CustomerType__c,FinServ__KYCDate__c,FinServ__KYCStatus__c,FinServ__LastTransactionDateJointOwner__c,FinServ__LastTransactionDatePrimaryOwner__c,FinServ__LastUsedChannel__c,FinServ__LifetimeValue__c,FinServ__ReferredByContact__c,FinServ__RelationshipStartDate__c,FinServ__TotalNumberOfFinAccountsJointOwner__c,FinServ__TotalNumberOfFinAccountsPrimaryOwner__c,FinServ__TotalOutstandingCreditJointOwner__c,FinServ__TotalOutstandingCreditPrimaryOwner__c,FinServ__TotalRevenue__c,FinServ__TotalPremium__c,FinServ__AnnualIncome__pc,FinServ__Citizenship__pc,FinServ__CountryOfResidence__pc,FinServ__CreatedFromLead__pc,FinServ__CurrentEmployer__pc,FinServ__EmployedSince__pc,FinServ__Facebook__pc,FinServ__Gender__pc,FinServ__IndividualType__pc,FinServ__LanguagesSpoken__pc,FinServ__LinkedIn__pc,FinServ__MaritalStatus__pc,FinServ__NumberOfDependents__pc,FinServ__Occupation__pc,FinServ__PrimaryAddressIsBilling__pc,FinServ__PrimaryAddressIsMailing__pc,FinServ__PrimaryAddressIsOther__pc,FinServ__PrimaryAddressIsShipping__pc,FinServ__SourceSystemId__pc,FinServ__TaxBracket__pc,FinServ__TaxId__pc,FinServ__Twitter__pc,FinServ__WeddingAnniversary__pc,FinServ__CountryOfBirth__pc,FinServ__PreferredName__pc,FinServ__PrimaryLanguage__pc,FinServ__SecondaryLanguage__pc,FinServ__Affiliations__pc,FinServ__CommunicationPreferences__pc,FinServ__ContactPreference__pc,FinServ__CustomerTimezone__pc,FinServ__EmailVerified__pc,FinServ__FaxVerified__pc,FinServ__HomeOwnership__pc,FinServ__HomePhoneVerified__pc,FinServ__LastFourDigitSSN__pc,FinServ__MarketingOptOut__pc,FinServ__MobileVerified__pc,FinServ__MostUsedChannel__pc,FinServ__MotherMaidenName__pc,FinServ__NextLifeEvent__pc,FinServ__NumberOfChildren__pc,FinServ__PrimaryCitizenship__pc,FinServ__ReferredByContact__pc,FinServ__ReferrerScore__pc,FinServ__SecondaryCitizenship__pc,RecordType.DeveloperName,Parent.Name,PersonIndividual.Name,OperatingHours.Name,FinServ__PrimaryContact__r.Name,FinServ__ReferredByContact__r.Name,FinServ__ReferredByContact__pr.Name 2 | 0013h00000CviB6AAJ,0123h000000z9N9AAI,Cumulus Restaurants (Sample),false,,,,,,Other,,,,,,,,,,,,,,,,,,16283919393,,,www.cumulus-restaurants.com,,Food & Beverage,,,,CLU,,Hot,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Account,,,,,, 3 | 0013h00000CviB4AAJ,0123h000000z9NAAAY,Adams Charitable Trust (Sample),false,,,,,,,,10 Romolo Place,San Francisco,CA,94133,United States,,,,Adams Avenue,Milpitas,CA,95035,United States,,,,5107174299,,,www.adamsct.co.nb,,Not For Profit,,1999,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,Rachel Adams is highly involved in the activities of this trust.,,,,,,,,,0,0,0,275000,7100,275000,7100,275000,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,1,1,7100,0,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesInstitution;Account,,,,,, 4 | 0013h00000CviB5AAJ,0123h000000z9NBAAY,Adams Household (Sample),false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,Group,,,2020-07-22,,,,2021-06-14,,"Adams Family is a highly valued, high net worth household.",,,,,,,,,0,1195000,0,387676.57,,1778911.21,,1536911.21,0,2000000,0,1337000,0,25000,0,1000000,,,,,,,,,,,,,,,,,,,,,13,,54234.64,,3000,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesHousehold;Account,,,,,, 5 | 0013h00000CviB7AAJ,0123h000000z9NCAAY,Aaron Thompson (Sample),true,Thompson (Sample),Aaron,Mr.,,,Partner,,1155 Market Street,San Francisco,CA,94103,United States,,,,,,,,,,,,(541) 754-3010,,,,,,,,,,,Hot,,1155 Market Street,San Francisco,CA,94103,United States,,,,,,,,,,,,,,,,adamr@mikcorp.com,Agent,,,,,false,false,false,,,,,,,,,,0013A00001d0PBnQAM1560449228540,Individual,,,,,,,,,,,0033h000008s552AAA,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,PersonAccount;Account,,,,Aaron Thompson (Sample),, 6 | 0013h00000CviB8AAJ,0123h000000z9NCAAY,Neil Symonds (Sample),true,Symonds (Sample),Neil,Mr.,,,,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,,,,,,,,,5105490092,,,,,,,,,,,Hot,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,,,,,,,,,5105490091,,,,neil.symonds@symonds.com,,,,,1950-03-29,false,false,false,,,,,,,,Gold,Fixed Income;Energy;Technology,0014100000AlE7lAAF1480462398937,Individual,Moderately Inexperienced,Balanced;Growth,2020-06-19,,High Net Worth,500000,2020-06-22,,,Environment,0033h000008s550AAA,Quarterly,Conservative,Tier 2,,Prospect,Medium Term,0,324700,0,0,142000,324700,0,324700,0,0,142000,324700,0,0,0,0,,,,,,,,,,,,,,,,,,,,1,1,0,0,11.75,,,,,false,Symonds Inc.,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,PersonAccount;Account,,,,Neil Symonds (Sample),, 7 | 0013h00000CviB9AAJ,0123h000000z9NCAAY,Nigel Adams (Sample),true,Adams (Sample),Nigel,Mr.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1967-07-01,false,false,false,,,,,,,,,,00141000007RvpBAAS1477432542883,Individual,,,,,,,,,,,0033h000008s54zAAA,,,,,Prospect,,0,300000,0,0,12377.65,300000,12377.65,300000,0,0,0,300000,0,0,1000000,0,,,,,,,,,,,,,,,,,,,,1,1,12377.65,0,,0,,,,false,,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,PersonAccount;Account,,,,Nigel Adams (Sample),, 8 | 0013h00000CviBAAAZ,0123h000000z9NCAAY,Rachel Adams (Sample),true,Adams (Sample),Rachel,Mrs.,,,Customer,,1155 Market Street,San Francisco,CA,94103,United States,,,,552 Grant Avenue,San Francisco,CA,94108,United States,,,,(500) 145-0557,,,,,,,,,,,Hot,,170 Post Street,San Francisco,CA,94108,United States,,,,142 Sansome Street,San Francisco,CA,94104,United States,,,,5001450558,5009798658,510) 717-4299,,rachel@acmecorp.com,,,,,1969-06-27,false,false,false,,,,,,,,Platinum,Fixed Income;Technology;Retirement;College Planning,00141000007RvoNAAS1477432486737,Individual,Experienced,Income;Balanced;Growth,2020-07-22,2020-06-08,High Net Worth;Female Investor,3500000,2021-06-14,2020-07-09,Rachel is participating in a triathlon soon. She is a fitness enthusiast.,Cooking;Wine,0033h000008s54yAAA,Monthly,Moderate,Tier 1,,Active,Long Term,0,895000,0,112676.57,0,1203911.21,0,961911.21,0,2000000,0,1037000,0,25000,0,1000000,,,,,,,,,,Mass Affluent;Long Term Growth,,2019-12-25,Completed - Valid,,,Mobile,,,1993-11-19,0,11,0,54234.64,500,,350000,,,false,ACME Inc,2016-05-12,,,Individual,"English, Arabic, Spanish, French",,Married,,"SVP, Practices",false,true,false,false,,33%,,,1991-05-10,,Rachel,,,,Fraud:Phone;Fraud:Email;Fraud:SMS;Promotions:Phone,Mobile,America/Los_Angeles,true,false,,false,0606,true,true,,,Critical Family Event,,United States,,0,Andorra,PersonAccount;Account,,,,Rachel Adams (Sample),, 9 | 0013h00000CviBCAAZ,0123h000000z9N9AAI,"Smith, Kohl and Company (Sample)",false,,,,,,Other,,,,,,,,,,,,,,,,,,,,,,,Other,,35,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Account,,,,,, 10 | 0013h00000CviBDAAZ,0123h000000z9NBAAY,Symonds Household (Sample),false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,Group,,,2020-06-19,,,,2020-06-22,,Rachel's parents' household,,,,,,,,,0,324700,0,0,,324700,,324700,0,0,0,324700,0,0,0,0,,,,,,,,,,,,,,,,,,,,,1,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesHousehold;Account,,,,,, 11 | 0013h00000CviBBAAZ,0123h000000z9NCAAY,Alishia Sergi ( Sample ),true,Sergi ( Sample ),Alishia,Ms.,,,,,,,,,,,,,,,,,,,,,(605) 414-2147,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,aliciasergei@gmail.com,Agent,,,,,false,false,false,,,,,,,,,,0013k00002grCLRAA21582540439762,Individual,,,,,,,,,,,0033h000008s553AAA,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,PersonAccount;Account,,,,Alishia Sergi ( Sample ),, 12 | -------------------------------------------------------------------------------- /data/sfdmu/target/Account_upsert_target.csv: -------------------------------------------------------------------------------- 1 | Id,RecordTypeId,Name,IsPersonAccount,LastName,FirstName,Salutation,MiddleName,Suffix,Type,ParentId,BillingStreet,BillingCity,BillingState,BillingPostalCode,BillingCountry,BillingLatitude,BillingLongitude,BillingGeocodeAccuracy,ShippingStreet,ShippingCity,ShippingState,ShippingPostalCode,ShippingCountry,ShippingLatitude,ShippingLongitude,ShippingGeocodeAccuracy,Phone,Fax,AccountNumber,Website,Sic,Industry,AnnualRevenue,NumberOfEmployees,Ownership,TickerSymbol,Description,Rating,Site,PersonMailingStreet,PersonMailingCity,PersonMailingState,PersonMailingPostalCode,PersonMailingCountry,PersonMailingLatitude,PersonMailingLongitude,PersonMailingGeocodeAccuracy,PersonOtherStreet,PersonOtherCity,PersonOtherState,PersonOtherPostalCode,PersonOtherCountry,PersonOtherLatitude,PersonOtherLongitude,PersonOtherGeocodeAccuracy,PersonMobilePhone,PersonHomePhone,PersonOtherPhone,PersonAssistantPhone,PersonEmail,PersonTitle,PersonDepartment,PersonAssistantName,PersonLeadSource,PersonBirthdate,PersonHasOptedOutOfEmail,PersonHasOptedOutOfFax,PersonDoNotCall,PersonEmailBouncedReason,PersonEmailBouncedDate,PersonIndividualId,Jigsaw,AccountSource,SicDesc,OperatingHoursId,FinServ__ClientCategory__c,FinServ__FinancialInterests__c,FinServ__IndividualId__c,FinServ__IndividualType__c,FinServ__InvestmentExperience__c,FinServ__InvestmentObjectives__c,FinServ__LastInteraction__c,FinServ__LastReview__c,FinServ__MarketingSegment__c,FinServ__NetWorth__c,FinServ__NextInteraction__c,FinServ__NextReview__c,FinServ__Notes__c,FinServ__PersonalInterests__c,FinServ__PrimaryContact__c,FinServ__ReviewFrequency__c,FinServ__RiskTolerance__c,FinServ__ServiceModel__c,FinServ__SourceSystemId__c,FinServ__Status__c,FinServ__TimeHorizon__c,FinServ__TotalAUMJointOwner__c,FinServ__TotalAUMPrimaryOwner__c,FinServ__TotalBankDepositsJointOwner__c,FinServ__TotalBankDepositsPrimaryOwner__c,FinServ__TotalFinAcctsJointOwner__c,FinServ__TotalFinAcctsPrimaryOwner__c,FinServ__TotalHeldFinAcctsJointOwner__c,FinServ__TotalHeldFinAcctsPrimaryOwner__c,FinServ__TotalInsuranceJointOwner__c,FinServ__TotalInsurancePrimaryOwner__c,FinServ__TotalInvestmentsJointOwner__c,FinServ__TotalInvestmentsPrimaryOwner__c,FinServ__TotalLiabilitiesJointOwner__c,FinServ__TotalLiabilitiesPrimaryOwner__c,FinServ__TotalNonfinancialAssetsJointOwner__c,FinServ__TotalNonfinancialAssetsPrimaryOwner__c,FinServ__BankNumber__c,FinServ__BorrowingHistory__c,FinServ__BorrowingPriorities__c,FinServ__BranchCode__c,FinServ__BranchName__c,FinServ__ConversionDateTime__c,FinServ__CreditRating__c,FinServ__CreditScore__c,FinServ__CustomerID__c,FinServ__CustomerSegment__c,FinServ__CustomerType__c,FinServ__KYCDate__c,FinServ__KYCStatus__c,FinServ__LastTransactionDateJointOwner__c,FinServ__LastTransactionDatePrimaryOwner__c,FinServ__LastUsedChannel__c,FinServ__LifetimeValue__c,FinServ__ReferredByContact__c,FinServ__RelationshipStartDate__c,FinServ__TotalNumberOfFinAccountsJointOwner__c,FinServ__TotalNumberOfFinAccountsPrimaryOwner__c,FinServ__TotalOutstandingCreditJointOwner__c,FinServ__TotalOutstandingCreditPrimaryOwner__c,FinServ__TotalRevenue__c,FinServ__TotalPremium__c,FinServ__AnnualIncome__pc,FinServ__Citizenship__pc,FinServ__CountryOfResidence__pc,FinServ__CreatedFromLead__pc,FinServ__CurrentEmployer__pc,FinServ__EmployedSince__pc,FinServ__Facebook__pc,FinServ__Gender__pc,FinServ__IndividualType__pc,FinServ__LanguagesSpoken__pc,FinServ__LinkedIn__pc,FinServ__MaritalStatus__pc,FinServ__NumberOfDependents__pc,FinServ__Occupation__pc,FinServ__PrimaryAddressIsBilling__pc,FinServ__PrimaryAddressIsMailing__pc,FinServ__PrimaryAddressIsOther__pc,FinServ__PrimaryAddressIsShipping__pc,FinServ__SourceSystemId__pc,FinServ__TaxBracket__pc,FinServ__TaxId__pc,FinServ__Twitter__pc,FinServ__WeddingAnniversary__pc,FinServ__CountryOfBirth__pc,FinServ__PreferredName__pc,FinServ__PrimaryLanguage__pc,FinServ__SecondaryLanguage__pc,FinServ__Affiliations__pc,FinServ__CommunicationPreferences__pc,FinServ__ContactPreference__pc,FinServ__CustomerTimezone__pc,FinServ__EmailVerified__pc,FinServ__FaxVerified__pc,FinServ__HomeOwnership__pc,FinServ__HomePhoneVerified__pc,FinServ__LastFourDigitSSN__pc,FinServ__MarketingOptOut__pc,FinServ__MobileVerified__pc,FinServ__MostUsedChannel__pc,FinServ__MotherMaidenName__pc,FinServ__NextLifeEvent__pc,FinServ__NumberOfChildren__pc,FinServ__PrimaryCitizenship__pc,FinServ__ReferredByContact__pc,FinServ__ReferrerScore__pc,FinServ__SecondaryCitizenship__pc,RecordType.DeveloperName,Parent.Name,PersonIndividual.Name,OperatingHours.Name,FinServ__PrimaryContact__r.Name,FinServ__ReferredByContact__r.Name,FinServ__ReferredByContact__pr.Name 2 | 0013h00000CviB6AAJ,0123h000000z9N9AAI,Cumulus Restaurants (Sample),false,,,,,,Other,,,,,,,,,,,,,,,,,,16283919393,,,www.cumulus-restaurants.com,,Food & Beverage,,,,CLU,,Hot,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Account,,,,,, 3 | 0013h00000CviB4AAJ,0123h000000z9NAAAY,Adams Charitable Trust (Sample),false,,,,,,,,10 Romolo Place,San Francisco,CA,94133,United States,,,,Adams Avenue,Milpitas,CA,95035,United States,,,,5107174299,,,www.adamsct.co.nb,,Not For Profit,,1999,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,Rachel Adams is highly involved in the activities of this trust.,,,,,,,,,0,0,0,275000,7100,275000,7100,275000,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,1,1,7100,0,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesInstitution;Account,,,,,, 4 | 0013h00000CviB5AAJ,0123h000000z9NBAAY,Adams Household (Sample),false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,Group,,,2020-07-22,,,,2021-06-14,,"Adams Family is a highly valued, high net worth household.",,,,,,,,,0,1195000,0,387676.57,,1778911.21,,1536911.21,0,2000000,0,1337000,0,25000,0,1000000,,,,,,,,,,,,,,,,,,,,,13,,54234.64,,3000,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesHousehold;Account,,,,,, 5 | 0013h00000CviB7AAJ,0123h000000z9NCAAY,Aaron Thompson (Sample),true,Thompson (Sample),Aaron,Mr.,,,Partner,,1155 Market Street,San Francisco,CA,94103,United States,,,,,,,,,,,,(541) 754-3010,,,,,,,,,,,Hot,,1155 Market Street,San Francisco,CA,94103,United States,,,,,,,,,,,,,,,,adamr@mikcorp.com,Agent,,,,,false,false,false,,,,,,,,,,0013A00001d0PBnQAM1560449228540,Individual,,,,,,,,,,,0033h000008s552AAA,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,PersonAccount;Account,,,,Aaron Thompson (Sample),, 6 | 0013h00000CviB8AAJ,0123h000000z9NCAAY,Neil Symonds (Sample),true,Symonds (Sample),Neil,Mr.,,,,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,,,,,,,,,5105490092,,,,,,,,,,,Hot,,10021 South Blaney Avenue,Cupertino,CA,95014,United States,,,,,,,,,,,,5105490091,,,,neil.symonds@symonds.com,,,,,1950-03-29,false,false,false,,,,,,,,Gold,Fixed Income;Energy;Technology,0014100000AlE7lAAF1480462398937,Individual,Moderately Inexperienced,Balanced;Growth,2020-06-19,,High Net Worth,500000,2020-06-22,,,Environment,0033h000008s550AAA,Quarterly,Conservative,Tier 2,,Prospect,Medium Term,0,324700,0,0,142000,324700,0,324700,0,0,142000,324700,0,0,0,0,,,,,,,,,,,,,,,,,,,,1,1,0,0,11.75,,,,,false,Symonds Inc.,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,0,,PersonAccount;Account,,,,Neil Symonds (Sample),, 7 | 0013h00000CviB9AAJ,0123h000000z9NCAAY,Nigel Adams (Sample),true,Adams (Sample),Nigel,Mr.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1967-07-01,false,false,false,,,,,,,,,,00141000007RvpBAAS1477432542883,Individual,,,,,,,,,,,0033h000008s54zAAA,,,,,Prospect,,0,300000,0,0,12377.65,300000,12377.65,300000,0,0,0,300000,0,0,1000000,0,,,,,,,,,,,,,,,,,,,,1,1,12377.65,0,,0,,,,false,,,,,Individual,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,PersonAccount;Account,,,,Nigel Adams (Sample),, 8 | 0013h00000CviBAAAZ,0123h000000z9NCAAY,Rachel Adams (Sample),true,Adams (Sample),Rachel,Mrs.,,,Customer,,1155 Market Street,San Francisco,CA,94103,United States,,,,552 Grant Avenue,San Francisco,CA,94108,United States,,,,(500) 145-0557,,,,,,,,,,,Hot,,170 Post Street,San Francisco,CA,94108,United States,,,,142 Sansome Street,San Francisco,CA,94104,United States,,,,5001450558,5009798658,510) 717-4299,,rachel@acmecorp.com,,,,,1969-06-27,false,false,false,,,,,,,,Platinum,Fixed Income;Technology;Retirement;College Planning,00141000007RvoNAAS1477432486737,Individual,Experienced,Income;Balanced;Growth,2020-07-22,2020-06-08,High Net Worth;Female Investor,3500000,2021-06-14,2020-07-09,Rachel is participating in a triathlon soon. She is a fitness enthusiast.,Cooking;Wine,0033h000008s54yAAA,Monthly,Moderate,Tier 1,,Active,Long Term,0,895000,0,112676.57,0,1203911.21,0,961911.21,0,2000000,0,1037000,0,25000,0,1000000,,,,,,,,,,Mass Affluent;Long Term Growth,,2019-12-25,Completed - Valid,,,Mobile,,,1993-11-19,0,11,0,54234.64,500,,350000,,,false,ACME Inc,2016-05-12,,,Individual,"English, Arabic, Spanish, French",,Married,,"SVP, Practices",false,true,false,false,,33%,,,1991-05-10,,Rachel,,,,Fraud:Phone;Fraud:Email;Fraud:SMS;Promotions:Phone,Mobile,America/Los_Angeles,true,false,,false,0606,true,true,,,Critical Family Event,,United States,,0,Andorra,PersonAccount;Account,,,,Rachel Adams (Sample),, 9 | 0013h00000CviBCAAZ,0123h000000z9N9AAI,"Smith, Kohl and Company (Sample)",false,,,,,,Other,,,,,,,,,,,,,,,,,,,,,,,Other,,35,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesBusiness;Account,,,,,, 10 | 0013h00000CviBDAAZ,0123h000000z9NBAAY,Symonds Household (Sample),false,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,false,false,,,,,,,,,,,Group,,,2020-06-19,,,,2020-06-22,,Rachel's parents' household,,,,,,,,,0,324700,0,0,,324700,,324700,0,0,0,324700,0,0,0,0,,,,,,,,,,,,,,,,,,,,,1,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,,,,,,,,,false,false,,false,,false,false,,,,,,,,,IndustriesHousehold;Account,,,,,, 11 | 0013h00000CviBBAAZ,0123h000000z9NCAAY,Alishia Sergi ( Sample ),true,Sergi ( Sample ),Alishia,Ms.,,,,,,,,,,,,,,,,,,,,,(605) 414-2147,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,aliciasergei@gmail.com,Agent,,,,,false,false,false,,,,,,,,,,0013k00002grCLRAA21582540439762,Individual,,,,,,,,,,,0033h000008s553AAA,,,,,,,0,0,0,0,,,,,0,0,0,0,0,0,0,0,,,,,,,,,,,,,,,,,,,,,,,,,,,,,false,,,,,,,,,,,false,false,false,false,,,,,,United States,,English,English,,,,,false,false,,false,,false,false,,,,,United States,,0,United States,PersonAccount;Account,,,,Alishia Sergi ( Sample ),, 12 | -------------------------------------------------------------------------------- /data/sfdmu/logs/2020-07-15__11_09_01.log: -------------------------------------------------------------------------------- 1 | 2 | [11:09:01.633] {"Running version":"3.5.5"} 3 | 4 | [11:09:02.135] Connecting to FSCTrialOrg using SFDX CLI... 5 | [11:09:34.358] Successfully connected to FSCTrialOrg. 6 | [11:09:34.367] {"SOURCE":"FSCTrialOrg.","TARGET":"csvfile.","Package script":"/Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/export.json."} 7 | 8 | [11:09:34.372] GETTING AND ANALYSING OBJECTS METADATA... 9 | [11:09:34.374] Processing the sObject Contact... 10 | [11:09:34.376] Getting metadata for Contact (SOURCE) 11 | [11:09:38.783] Processing the sObject Account... 12 | [11:09:38.785] Getting metadata for Account (SOURCE) 13 | [11:09:43.166] Processing the sObject AccountContactRelation... 14 | [11:09:43.167] Getting metadata for AccountContactRelation (SOURCE) 15 | [11:09:43.534] Processing the sObject FinServ__AccountAccountRelation__c... 16 | [11:09:43.536] Getting metadata for FinServ__AccountAccountRelation__c (SOURCE) 17 | [11:09:43.900] Processing the sObject FinServ__ReciprocalRole__c... 18 | [11:09:43.906] Getting metadata for FinServ__ReciprocalRole__c (SOURCE) 19 | [11:09:44.355] Processing the sObject FinServ__ContactContactRelation__c... 20 | [11:09:44.358] Getting metadata for FinServ__ContactContactRelation__c (SOURCE) 21 | [11:09:44.652] Processing the sObject FinServ__FinancialAccount__c... 22 | [11:09:44.654] Getting metadata for FinServ__FinancialAccount__c (SOURCE) 23 | [11:09:45.321] Processing the sObject FinServ__UsePersonAccount__c... 24 | [11:09:45.322] Getting metadata for FinServ__UsePersonAccount__c (SOURCE) 25 | [11:09:45.735] Processing the sObject FinServ__UsePersonAccount__c... 26 | [11:09:45.740] Getting metadata for Organization (SOURCE) 27 | [11:09:46.161] Processing the sObject FinServ__FinancialAccount__c... 28 | [11:09:46.204] Getting metadata for RecordType (SOURCE) 29 | [11:09:48.159] Getting metadata for FinServ__ChargesAndFees__c (SOURCE) 30 | [11:09:48.608] Getting metadata for Product2 (SOURCE) 31 | [11:09:49.183] Processing the sObject FinServ__ContactContactRelation__c... 32 | [11:09:49.187] Processing the sObject FinServ__ReciprocalRole__c... 33 | [11:09:49.188] Processing the sObject FinServ__AccountAccountRelation__c... 34 | [11:09:49.191] Processing the sObject AccountContactRelation... 35 | [11:09:49.192] Processing the sObject Account... 36 | [11:09:49.199] Getting metadata for Individual (SOURCE) 37 | [11:09:49.641] Getting metadata for OperatingHours (SOURCE) 38 | [11:09:50.185] Processing the sObject Contact... 39 | 40 | [11:09:50.198] PREPARING DATA MIGRATION JOB... 41 | [11:09:50.199] Building migration strategy... 42 | [11:09:50.221] {"Order of objects to retrieve data":"RecordType; Account; Contact; AccountContactRelation; FinServ__ReciprocalRole__c; FinServ__AccountAccountRelation__c; FinServ__ContactContactRelation__c; FinServ__FinancialAccount__c; FinServ__UsePersonAccount__c; OperatingHours; Individual; Product2; FinServ__ChargesAndFees__c; Organization"} 43 | [11:09:50.223] {"Order of objects to update data":"RecordType; OperatingHours; Individual; Product2; FinServ__ChargesAndFees__c; Organization; Account; Contact; AccountContactRelation; FinServ__ReciprocalRole__c; FinServ__AccountAccountRelation__c; FinServ__ContactContactRelation__c; FinServ__FinancialAccount__c; FinServ__UsePersonAccount__c"} 44 | [11:09:50.226] Preparing has been finished. 45 | 46 | [11:09:50.229] GETTING THE TOTAL AMOUNT OF RECORDS LIMITED BY THE OBJECT'S SOQL QUERY... 47 | [11:09:50.555] {RecordType} Total amount of the SOURCE records: 21 48 | [11:09:50.758] {OperatingHours} Total amount of the SOURCE records: 3 49 | [11:09:50.962] {Individual} Total amount of the SOURCE records: 0 50 | [11:09:51.148] {Product2} Total amount of the SOURCE records: 6 51 | [11:09:51.404] {FinServ__ChargesAndFees__c} Total amount of the SOURCE records: 0 52 | [11:09:51.591] {Organization} Total amount of the SOURCE records: 1 53 | [11:09:51.765] {Account} Total amount of the SOURCE records: 10 54 | [11:09:51.972] {Contact} Total amount of the SOURCE records: 7 55 | [11:09:52.165] {AccountContactRelation} Total amount of the SOURCE records: 7 56 | [11:09:52.333] {FinServ__ReciprocalRole__c} Total amount of the SOURCE records: 16 57 | [11:09:52.517] {FinServ__AccountAccountRelation__c} Total amount of the SOURCE records: 0 58 | [11:09:52.701] {FinServ__ContactContactRelation__c} Total amount of the SOURCE records: 2 59 | [11:09:52.889] {FinServ__FinancialAccount__c} Total amount of the SOURCE records: 14 60 | [11:09:53.59] {FinServ__UsePersonAccount__c} Total amount of the SOURCE records: 1 61 | 62 | [11:09:53.65] DELETING OLD DATA FROM THE TARGET... 63 | [11:09:53.68] {FinServ__UsePersonAccount__c} Nothing to delete. 64 | [11:09:53.70] {FinServ__FinancialAccount__c} Nothing to delete. 65 | [11:09:53.73] {FinServ__ContactContactRelation__c} Nothing to delete. 66 | [11:09:53.79] {FinServ__AccountAccountRelation__c} Nothing to delete. 67 | [11:09:53.81] {FinServ__ReciprocalRole__c} Nothing to delete. 68 | [11:09:53.82] {AccountContactRelation} Nothing to delete. 69 | [11:09:53.84] {Contact} Nothing to delete. 70 | [11:09:53.86] {Account} Nothing to delete. 71 | [11:09:53.87] {Organization} Nothing to delete. 72 | [11:09:53.89] {FinServ__ChargesAndFees__c} Nothing to delete. 73 | [11:09:53.91] {Product2} Nothing to delete. 74 | [11:09:53.93] {Individual} Nothing to delete. 75 | [11:09:53.95] {OperatingHours} Nothing to delete. 76 | [11:09:53.97] {RecordType} Nothing to delete. 77 | [11:09:53.99] Deleting old data from the Target was skipped. 78 | [11:09:53.101] Ready to process the data. 79 | 80 | [11:09:53.104] RETRIEVING THE DATA STEP 1... 81 | [11:09:53.107] {RecordType} Retrieving the SOURCE data from Org (STEP 1: all records)... 82 | [11:09:53.109] {RecordType} Query string: SELECT Id, DeveloperName, SobjectType FROM RecordType WHERE (SobjectType IN ('Contact', 'Account', 'FinServ__ReciprocalRole__c', 'FinServ__FinancialAccount__c')) ORDER BY SobjectType ASC. 83 | [11:09:53.391] {RecordType} Retrieving the SOURCE data has been completed. Fetched 21 new records. 84 | [11:09:53.396] {Account} Retrieving the SOURCE data from Org (STEP 1: all records)... 85 | [11:09:53.397] {Account} Query string: SELECT Id, RecordTypeId, Name, IsPersonAccount, LastName, FirstName, Salutation, MiddleName, Suffix, Type, ParentId, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, BillingLatitude, BillingLongitude, BillingGeocodeAccurac... FROM Account. 86 | [11:09:53.909] {Account} Retrieving the SOURCE data has been completed. Fetched 10 new records. 87 | [11:09:53.912] {Contact} Retrieving the SOURCE data from Org (STEP 1: all records)... 88 | [11:09:53.913] {Contact} Query string: SELECT Id, RecordTypeId, Name, IsPersonAccount, AccountId, LastName, FirstName, Salutation, MiddleName, Suffix, OtherStreet, OtherCity, OtherState, OtherPostalCode, OtherCountry, OtherLatitude, OtherLongitude, OtherGeocodeAccuracy, MailingStreet, Mai... FROM Contact. 89 | [11:09:54.214] {Contact} Retrieving the SOURCE data has been completed. Fetched 7 new records. 90 | [11:09:54.216] {AccountContactRelation} Retrieving the SOURCE data from Org (STEP 1: all records)... 91 | [11:09:54.217] {AccountContactRelation} Query string: SELECT Id, $$AccountId$ContactId, AccountId, ContactId, Roles, IsDirect, IsActive, StartDate, EndDate, IsDeleted, CreatedDate, LastModifiedDate, SystemModstamp, FinServ__Primary__c, FinServ__Rollups__c, FinServ__SourceSystemId__c, FinServ__IncludeInG... FROM AccountContactRelation. 92 | [11:09:54.445] {AccountContactRelation} Retrieving the SOURCE data has been completed. Fetched 7 new records. 93 | [11:09:54.447] {FinServ__ReciprocalRole__c} Retrieving the SOURCE data from Org (STEP 1: all records)... 94 | [11:09:54.448] {FinServ__ReciprocalRole__c} Query string: SELECT Id, RecordTypeId, Name, IsDeleted, CreatedDate, LastModifiedDate, SystemModstamp, LastViewedDate, LastReferencedDate, FinServ__CreateInverseRole__c, FinServ__InverseRelationship__c, FinServ__InverseRole__c, FinServ__RelationshipType__c, FinSer... FROM FinServ__ReciprocalRole__c. 95 | [11:09:54.721] {FinServ__ReciprocalRole__c} Retrieving the SOURCE data has been completed. Fetched 16 new records. 96 | [11:09:54.722] {FinServ__AccountAccountRelation__c} Retrieving the SOURCE data from Org (STEP 1: all records)... 97 | [11:09:54.724] {FinServ__AccountAccountRelation__c} Query string: SELECT Id, Name, IsDeleted, CreatedDate, LastModifiedDate, SystemModstamp, FinServ__Account__c, FinServ__Active__c, FinServ__EndDate__c, FinServ__ExternalId__c, FinServ__InverseRelationship__c, FinServ__RelatedAccount__c, FinServ__Role__c, FinServ__S... FROM FinServ__AccountAccountRelation__c. 98 | [11:09:54.895] {FinServ__AccountAccountRelation__c} Retrieving the SOURCE data has been completed. Fetched 0 new records. 99 | [11:09:54.899] {FinServ__ContactContactRelation__c} Retrieving the SOURCE data from Org (STEP 1: all records)... 100 | [11:09:54.901] {FinServ__ContactContactRelation__c} Query string: SELECT Id, Name, IsDeleted, CreatedDate, LastModifiedDate, SystemModstamp, FinServ__Active__c, FinServ__Contact__c, FinServ__EndDate__c, FinServ__ExternalId__c, FinServ__InverseRelationship__c, FinServ__RelatedContact__c, FinServ__Role__c, FinServ__S... FROM FinServ__ContactContactRelation__c. 101 | [11:09:55.124] {FinServ__ContactContactRelation__c} Retrieving the SOURCE data has been completed. Fetched 2 new records. 102 | [11:09:55.127] {FinServ__FinancialAccount__c} Retrieving the SOURCE data from Org (STEP 1: all records)... 103 | [11:09:55.129] {FinServ__FinancialAccount__c} Query string: SELECT Id, RecordTypeId, Name, FinServ__Address1__c, FinServ__Address2__c, FinServ__ApplicationDate__c, FinServ__AssetRebalance__c, FinServ__AverageBalance__c, FinServ__Balance__c, FinServ__CashBalance__c, FinServ__City__c, FinServ__CloseDate__c, Fin... FROM FinServ__FinancialAccount__c. 104 | [11:09:55.417] {FinServ__FinancialAccount__c} Retrieving the SOURCE data has been completed. Fetched 14 new records. 105 | [11:09:55.418] {FinServ__UsePersonAccount__c} Retrieving the SOURCE data from Org (STEP 1: all records)... 106 | [11:09:55.419] {FinServ__UsePersonAccount__c} Query string: SELECT Id, Name, IsDeleted, SetupOwnerId, CreatedDate, LastModifiedDate, SystemModstamp, FinServ__Enable__c, SetupOwner.Name FROM FinServ__UsePersonAccount__c. 107 | [11:09:55.596] {FinServ__UsePersonAccount__c} Retrieving the SOURCE data has been completed. Fetched 1 new records. 108 | [11:09:55.599] Retrieving the data STEP 1 has been completed. 109 | 110 | [11:09:55.605] RETRIEVING THE DATA STEP 2... 111 | [11:09:55.607] PASS 1 112 | [11:09:55.609] ============= 113 | [11:09:55.611] No records 114 | 115 | [11:09:55.616] PASS 2 116 | [11:09:55.618] ============= 117 | [11:09:55.620] No records 118 | 119 | [11:09:55.622] PASS 3 120 | [11:09:55.624] ============= 121 | [11:09:55.627] {Organization} Retrieving the SOURCE data from Org (STEP 1: filtered records)... 122 | [11:09:55.629] {Organization} Query string: SELECT Id, Name FROM Organization WHERE Id IN ('00D3h00000576pHEAQ'). 123 | [11:09:55.798] {Organization} Retrieving the SOURCE data has been completed. Fetched 1 new records. 124 | 125 | [11:09:55.804] PASS 4 126 | [11:09:55.806] ============= 127 | [11:09:55.808] No records 128 | 129 | [11:09:55.813] TARGET 130 | [11:09:55.815] ============= 131 | [11:09:55.817] No records 132 | [11:09:55.819] Retrieving the data STEP 2 has been completed. 133 | 134 | [11:09:55.822] DATA RETRIEVING SUMMARY 135 | [11:09:55.824] {RecordType} Total retrieved within all steps (source/target): 21/0 records. 136 | [11:09:55.825] {Account} Total retrieved within all steps (source/target): 10/0 records. 137 | [11:09:55.827] {Contact} Total retrieved within all steps (source/target): 7/0 records. 138 | [11:09:55.829] {AccountContactRelation} Total retrieved within all steps (source/target): 7/0 records. 139 | [11:09:55.830] {FinServ__ReciprocalRole__c} Total retrieved within all steps (source/target): 16/0 records. 140 | [11:09:55.832] {FinServ__AccountAccountRelation__c} Total retrieved within all steps (source/target): 0/0 records. 141 | [11:09:55.834] {FinServ__ContactContactRelation__c} Total retrieved within all steps (source/target): 2/0 records. 142 | [11:09:55.835] {FinServ__FinancialAccount__c} Total retrieved within all steps (source/target): 14/0 records. 143 | [11:09:55.837] {FinServ__UsePersonAccount__c} Total retrieved within all steps (source/target): 1/0 records. 144 | [11:09:55.839] {OperatingHours} Total retrieved within all steps (source/target): 0/0 records. 145 | [11:09:55.840] {Individual} Total retrieved within all steps (source/target): 0/0 records. 146 | [11:09:55.842] {Product2} Total retrieved within all steps (source/target): 0/0 records. 147 | [11:09:55.844] {FinServ__ChargesAndFees__c} Total retrieved within all steps (source/target): 0/0 records. 148 | [11:09:55.845] {Organization} Total retrieved within all steps (source/target): 1/0 records. 149 | 150 | [11:09:55.850] UPDATING THE TARGET STEP 1... 151 | [11:09:55.853] {RecordType} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/RecordType.csv. 152 | [11:09:55.862] {RecordType} Updating the Target has been completed. Processed 21 records. 153 | [11:09:55.864] {OperatingHours} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/OperatingHours.csv. 154 | [11:09:55.868] {Individual} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/Individual.csv. 155 | [11:09:55.870] {Product2} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/Product2.csv. 156 | [11:09:55.872] {FinServ__ChargesAndFees__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__ChargesAndFees__c.csv. 157 | [11:09:55.875] {Organization} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/Organization.csv. 158 | [11:09:55.878] {Organization} Updating the Target has been completed. Processed 1 records. 159 | [11:09:55.879] {Account} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/Account.csv. 160 | [11:09:55.891] {Account} Updating the Target has been completed. Processed 10 records. 161 | [11:09:55.893] {Contact} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/Contact.csv. 162 | [11:09:55.912] {Contact} Updating the Target has been completed. Processed 7 records. 163 | [11:09:55.914] {AccountContactRelation} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/AccountContactRelation.csv. 164 | [11:09:55.923] {AccountContactRelation} Updating the Target has been completed. Processed 7 records. 165 | [11:09:55.925] {FinServ__ReciprocalRole__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__ReciprocalRole__c.csv. 166 | [11:09:55.933] {FinServ__ReciprocalRole__c} Updating the Target has been completed. Processed 16 records. 167 | [11:09:55.935] {FinServ__AccountAccountRelation__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__AccountAccountRelation__c.csv. 168 | [11:09:55.937] {FinServ__ContactContactRelation__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__ContactContactRelation__c.csv. 169 | [11:09:55.940] {FinServ__ContactContactRelation__c} Updating the Target has been completed. Processed 2 records. 170 | [11:09:55.942] {FinServ__FinancialAccount__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__FinancialAccount__c.csv. 171 | [11:09:55.947] {FinServ__FinancialAccount__c} Updating the Target has been completed. Processed 14 records. 172 | [11:09:55.949] {FinServ__UsePersonAccount__c} Writing to the file /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/FinServ__UsePersonAccount__c.csv. 173 | [11:09:55.959] {FinServ__UsePersonAccount__c} Updating the Target has been completed. Processed 1 records. 174 | [11:09:55.961] Updating the Target (STEP 1) has been completed. Total processed 79 records. 175 | 176 | [11:09:55.964] UPDATING THE TARGET STEP 2... 177 | [11:09:55.966] Nothing was updated 178 | 179 | [11:09:55.970] DATA PROCESSING SUMMARY 180 | [11:09:55.972] {RecordType} Total processed within all steps (Insert + Update): 21 records 181 | [11:09:55.975] {Account} Total processed within all steps (Insert + Update): 10 records 182 | [11:09:55.977] {Contact} Total processed within all steps (Insert + Update): 7 records 183 | [11:09:55.979] {AccountContactRelation} Total processed within all steps (Insert + Update): 7 records 184 | [11:09:55.981] {FinServ__ReciprocalRole__c} Total processed within all steps (Insert + Update): 16 records 185 | [11:09:55.983] {FinServ__AccountAccountRelation__c} Total processed within all steps (Insert + Update): 0 records 186 | [11:09:55.986] {FinServ__ContactContactRelation__c} Total processed within all steps (Insert + Update): 2 records 187 | [11:09:55.988] {FinServ__FinancialAccount__c} Total processed within all steps (Insert + Update): 14 records 188 | [11:09:55.991] {FinServ__UsePersonAccount__c} Total processed within all steps (Insert + Update): 1 records 189 | [11:09:55.993] {OperatingHours} Total processed within all steps (Insert + Update): 0 records 190 | [11:09:55.995] {Individual} Total processed within all steps (Insert + Update): 0 records 191 | [11:09:55.997] {Product2} Total processed within all steps (Insert + Update): 0 records 192 | [11:09:55.999] {FinServ__ChargesAndFees__c} Total processed within all steps (Insert + Update): 0 records 193 | [11:09:56.4] {Organization} Total processed within all steps (Insert + Update): 1 records 194 | 195 | [11:09:56.8] Writing to /Users/jrattanpal/workspace/fsc-demo-pack/data/sfdmu/MissingParentRecordsReport.csv... 196 | 197 | [11:09:56.21] Command succeeded. 198 | [11:09:56.24] Execution of the command sfdmu:run has been finished. Exit code 0 (SUCCESS). 199 | [11:09:56.27] Total time elapsed: 00h 00m 54s 411ms . -------------------------------------------------------------------------------- /force-app/main/default/permissionsets/FSC_DataLoad_Custom.permissionset-meta.xml: -------------------------------------------------------------------------------- 1 | 2 | 3 | This permission set is used to give user permission to some fields during data load 4 | 5 | true 6 | Account.AccountNumber 7 | true 8 | 9 | 10 | true 11 | Account.AccountSource 12 | true 13 | 14 | 15 | true 16 | Account.AnnualRevenue 17 | true 18 | 19 | 20 | true 21 | Account.BillingAddress 22 | true 23 | 24 | 25 | false 26 | Account.CleanStatus 27 | true 28 | 29 | 30 | true 31 | Account.DandbCompanyId 32 | true 33 | 34 | 35 | true 36 | Account.Description 37 | true 38 | 39 | 40 | true 41 | Account.DunsNumber 42 | true 43 | 44 | 45 | true 46 | Account.Fax 47 | true 48 | 49 | 50 | false 51 | Account.FinServ__AUM__c 52 | true 53 | 54 | 55 | true 56 | Account.FinServ__BankNumber__c 57 | true 58 | 59 | 60 | true 61 | Account.FinServ__BorrowingHistory__c 62 | true 63 | 64 | 65 | true 66 | Account.FinServ__BorrowingPriorities__c 67 | true 68 | 69 | 70 | true 71 | Account.FinServ__BranchCode__c 72 | true 73 | 74 | 75 | true 76 | Account.FinServ__BranchName__c 77 | true 78 | 79 | 80 | true 81 | Account.FinServ__ClaimsOnHouseholdPolicies__c 82 | true 83 | 84 | 85 | true 86 | Account.FinServ__ClientCategory__c 87 | true 88 | 89 | 90 | true 91 | Account.FinServ__ConversionDateTime__c 92 | true 93 | 94 | 95 | true 96 | Account.FinServ__CreditRating__c 97 | true 98 | 99 | 100 | true 101 | Account.FinServ__CreditScore__c 102 | true 103 | 104 | 105 | true 106 | Account.FinServ__CustomerID__c 107 | true 108 | 109 | 110 | true 111 | Account.FinServ__CustomerSegment__c 112 | true 113 | 114 | 115 | true 116 | Account.FinServ__CustomerType__c 117 | true 118 | 119 | 120 | true 121 | Account.FinServ__FinancialInterests__c 122 | true 123 | 124 | 125 | true 126 | Account.FinServ__HouseholdPolicies__c 127 | true 128 | 129 | 130 | true 131 | Account.FinServ__IndividualId__c 132 | true 133 | 134 | 135 | true 136 | Account.FinServ__IndividualType__c 137 | true 138 | 139 | 140 | true 141 | Account.FinServ__InsuranceCustomerSince__c 142 | true 143 | 144 | 145 | true 146 | Account.FinServ__InvestmentExperience__c 147 | true 148 | 149 | 150 | true 151 | Account.FinServ__InvestmentObjectives__c 152 | true 153 | 154 | 155 | true 156 | Account.FinServ__KYCDate__c 157 | true 158 | 159 | 160 | true 161 | Account.FinServ__KYCStatus__c 162 | true 163 | 164 | 165 | true 166 | Account.FinServ__LastInteraction__c 167 | true 168 | 169 | 170 | true 171 | Account.FinServ__LastReview__c 172 | true 173 | 174 | 175 | true 176 | Account.FinServ__LastTransactionDateJointOwner__c 177 | true 178 | 179 | 180 | true 181 | Account.FinServ__LastTransactionDatePrimaryOwner__c 182 | true 183 | 184 | 185 | false 186 | Account.FinServ__LastTransactionDate__c 187 | true 188 | 189 | 190 | true 191 | Account.FinServ__LastUsedChannel__c 192 | true 193 | 194 | 195 | false 196 | Account.FinServ__LengthOfRelationship__c 197 | true 198 | 199 | 200 | true 201 | Account.FinServ__LifetimeValue__c 202 | true 203 | 204 | 205 | true 206 | Account.FinServ__MarketingSegment__c 207 | true 208 | 209 | 210 | true 211 | Account.FinServ__NetWorth__c 212 | true 213 | 214 | 215 | true 216 | Account.FinServ__NextInteraction__c 217 | true 218 | 219 | 220 | true 221 | Account.FinServ__NextReview__c 222 | true 223 | 224 | 225 | true 226 | Account.FinServ__Notes__c 227 | true 228 | 229 | 230 | true 231 | Account.FinServ__PersonalInterests__c 232 | true 233 | 234 | 235 | true 236 | Account.FinServ__PrimaryContact__c 237 | true 238 | 239 | 240 | true 241 | Account.FinServ__ReferredByContact__c 242 | true 243 | 244 | 245 | true 246 | Account.FinServ__ReferredByUser__c 247 | true 248 | 249 | 250 | true 251 | Account.FinServ__RelationshipStartDate__c 252 | true 253 | 254 | 255 | true 256 | Account.FinServ__ReviewFrequency__c 257 | true 258 | 259 | 260 | true 261 | Account.FinServ__RiskTolerance__c 262 | true 263 | 264 | 265 | true 266 | Account.FinServ__ServiceModel__c 267 | true 268 | 269 | 270 | true 271 | Account.FinServ__SourceSystemId__c 272 | true 273 | 274 | 275 | true 276 | Account.FinServ__Status__c 277 | true 278 | 279 | 280 | true 281 | Account.FinServ__TimeHorizon__c 282 | true 283 | 284 | 285 | true 286 | Account.FinServ__TotalAUMJointOwner__c 287 | true 288 | 289 | 290 | true 291 | Account.FinServ__TotalAUMPrimaryOwner__c 292 | true 293 | 294 | 295 | true 296 | Account.FinServ__TotalBankDepositsJointOwner__c 297 | true 298 | 299 | 300 | true 301 | Account.FinServ__TotalBankDepositsPrimaryOwner__c 302 | true 303 | 304 | 305 | false 306 | Account.FinServ__TotalBankDeposits__c 307 | true 308 | 309 | 310 | true 311 | Account.FinServ__TotalClaimAmountPaid__c 312 | true 313 | 314 | 315 | true 316 | Account.FinServ__TotalFinAcctsJointOwner__c 317 | true 318 | 319 | 320 | true 321 | Account.FinServ__TotalFinAcctsPrimaryOwner__c 322 | true 323 | 324 | 325 | false 326 | Account.FinServ__TotalFinancialAccounts__c 327 | true 328 | 329 | 330 | true 331 | Account.FinServ__TotalHeldFinAcctsJointOwner__c 332 | true 333 | 334 | 335 | true 336 | Account.FinServ__TotalHeldFinAcctsPrimaryOwner__c 337 | true 338 | 339 | 340 | true 341 | Account.FinServ__TotalHouseholdPremiums__c 342 | true 343 | 344 | 345 | true 346 | Account.FinServ__TotalInsuranceJointOwner__c 347 | true 348 | 349 | 350 | true 351 | Account.FinServ__TotalInsurancePrimaryOwner__c 352 | true 353 | 354 | 355 | false 356 | Account.FinServ__TotalInsurance__c 357 | true 358 | 359 | 360 | true 361 | Account.FinServ__TotalInvestmentsJointOwner__c 362 | true 363 | 364 | 365 | true 366 | Account.FinServ__TotalInvestmentsPrimaryOwner__c 367 | true 368 | 369 | 370 | false 371 | Account.FinServ__TotalInvestments__c 372 | true 373 | 374 | 375 | true 376 | Account.FinServ__TotalLiabilitiesJointOwner__c 377 | true 378 | 379 | 380 | true 381 | Account.FinServ__TotalLiabilitiesPrimaryOwner__c 382 | true 383 | 384 | 385 | false 386 | Account.FinServ__TotalLiabilities__c 387 | true 388 | 389 | 390 | true 391 | Account.FinServ__TotalNonfinancialAssetsJointOwner__c 392 | true 393 | 394 | 395 | true 396 | Account.FinServ__TotalNonfinancialAssetsPrimaryOwner__c 397 | true 398 | 399 | 400 | false 401 | Account.FinServ__TotalNonfinancialAssets__c 402 | true 403 | 404 | 405 | true 406 | Account.FinServ__TotalNumberOfFinAccountsJointOwner__c 407 | true 408 | 409 | 410 | true 411 | Account.FinServ__TotalNumberOfFinAccountsPrimaryOwner__c 412 | true 413 | 414 | 415 | false 416 | Account.FinServ__TotalNumberOfFinAccounts__c 417 | true 418 | 419 | 420 | true 421 | Account.FinServ__TotalOutstandingCreditJointOwner__c 422 | true 423 | 424 | 425 | true 426 | Account.FinServ__TotalOutstandingCreditPrimaryOwner__c 427 | true 428 | 429 | 430 | false 431 | Account.FinServ__TotalOutstandingCredit__c 432 | true 433 | 434 | 435 | true 436 | Account.FinServ__TotalPremium__c 437 | true 438 | 439 | 440 | true 441 | Account.FinServ__TotalRevenue__c 442 | true 443 | 444 | 445 | false 446 | Account.FinServ__WalletShare__c 447 | true 448 | 449 | 450 | true 451 | Account.Industry 452 | true 453 | 454 | 455 | true 456 | Account.Jigsaw 457 | true 458 | 459 | 460 | true 461 | Account.NaicsCode 462 | true 463 | 464 | 465 | true 466 | Account.NaicsDesc 467 | true 468 | 469 | 470 | true 471 | Account.NumberOfEmployees 472 | true 473 | 474 | 475 | true 476 | Account.OperatingHoursId 477 | true 478 | 479 | 480 | true 481 | Account.Ownership 482 | true 483 | 484 | 485 | true 486 | Account.ParentId 487 | true 488 | 489 | 490 | true 491 | Account.Phone 492 | true 493 | 494 | 495 | true 496 | Account.Rating 497 | true 498 | 499 | 500 | true 501 | Account.ShippingAddress 502 | true 503 | 504 | 505 | true 506 | Account.Sic 507 | true 508 | 509 | 510 | true 511 | Account.SicDesc 512 | true 513 | 514 | 515 | true 516 | Account.Site 517 | true 518 | 519 | 520 | true 521 | Account.TickerSymbol 522 | true 523 | 524 | 525 | true 526 | Account.Tradestyle 527 | true 528 | 529 | 530 | true 531 | Account.Type 532 | true 533 | 534 | 535 | true 536 | Account.Website 537 | true 538 | 539 | 540 | true 541 | Account.YearStarted 542 | true 543 | 544 | 545 | true 546 | Contact.AccountId 547 | true 548 | 549 | 550 | true 551 | Contact.AssistantName 552 | true 553 | 554 | 555 | true 556 | Contact.AssistantPhone 557 | true 558 | 559 | 560 | true 561 | Contact.Birthdate 562 | true 563 | 564 | 565 | false 566 | Contact.CleanStatus 567 | true 568 | 569 | 570 | true 571 | Contact.Department 572 | true 573 | 574 | 575 | true 576 | Contact.Description 577 | true 578 | 579 | 580 | true 581 | Contact.DoNotCall 582 | true 583 | 584 | 585 | true 586 | Contact.Email 587 | true 588 | 589 | 590 | true 591 | Contact.Fax 592 | true 593 | 594 | 595 | true 596 | Contact.FinServ__Affiliations__c 597 | true 598 | 599 | 600 | false 601 | Contact.FinServ__AgeAsText__c 602 | true 603 | 604 | 605 | false 606 | Contact.FinServ__Age__c 607 | true 608 | 609 | 610 | true 611 | Contact.FinServ__AnnualIncome__c 612 | true 613 | 614 | 615 | false 616 | Contact.FinServ__BillingAddress__c 617 | true 618 | 619 | 620 | true 621 | Contact.FinServ__Citizenship__c 622 | true 623 | 624 | 625 | true 626 | Contact.FinServ__CommunicationPreferences__c 627 | true 628 | 629 | 630 | true 631 | Contact.FinServ__ContactPreference__c 632 | true 633 | 634 | 635 | true 636 | Contact.FinServ__CountryOfBirth__c 637 | true 638 | 639 | 640 | true 641 | Contact.FinServ__CountryOfResidence__c 642 | true 643 | 644 | 645 | true 646 | Contact.FinServ__CreatedFromLead__c 647 | true 648 | 649 | 650 | true 651 | Contact.FinServ__CurrentEmployer__c 652 | true 653 | 654 | 655 | true 656 | Contact.FinServ__CustomerTimezone__c 657 | true 658 | 659 | 660 | true 661 | Contact.FinServ__EmailVerified__c 662 | true 663 | 664 | 665 | true 666 | Contact.FinServ__EmployedSince__c 667 | true 668 | 669 | 670 | true 671 | Contact.FinServ__Facebook__c 672 | true 673 | 674 | 675 | true 676 | Contact.FinServ__FaxVerified__c 677 | true 678 | 679 | 680 | true 681 | Contact.FinServ__Gender__c 682 | true 683 | 684 | 685 | true 686 | Contact.FinServ__HomeOwnership__c 687 | true 688 | 689 | 690 | true 691 | Contact.FinServ__HomePhoneVerified__c 692 | true 693 | 694 | 695 | false 696 | Contact.FinServ__IndividualId__c 697 | true 698 | 699 | 700 | true 701 | Contact.FinServ__IndividualType__c 702 | true 703 | 704 | 705 | true 706 | Contact.FinServ__LanguagesSpoken__c 707 | true 708 | 709 | 710 | true 711 | Contact.FinServ__LastFourDigitSSN__c 712 | true 713 | 714 | 715 | true 716 | Contact.FinServ__LinkedIn__c 717 | true 718 | 719 | 720 | false 721 | Contact.FinServ__MailingAddress__c 722 | true 723 | 724 | 725 | true 726 | Contact.FinServ__MaritalStatus__c 727 | true 728 | 729 | 730 | true 731 | Contact.FinServ__MarketingOptOut__c 732 | true 733 | 734 | 735 | true 736 | Contact.FinServ__MobileVerified__c 737 | true 738 | 739 | 740 | true 741 | Contact.FinServ__MostUsedChannel__c 742 | true 743 | 744 | 745 | true 746 | Contact.FinServ__MotherMaidenName__c 747 | true 748 | 749 | 750 | true 751 | Contact.FinServ__NextLifeEvent__c 752 | true 753 | 754 | 755 | true 756 | Contact.FinServ__NumberOfChildren__c 757 | true 758 | 759 | 760 | true 761 | Contact.FinServ__NumberOfDependents__c 762 | true 763 | 764 | 765 | true 766 | Contact.FinServ__Occupation__c 767 | true 768 | 769 | 770 | false 771 | Contact.FinServ__OtherAddress__c 772 | true 773 | 774 | 775 | true 776 | Contact.FinServ__PreferredName__c 777 | true 778 | 779 | 780 | true 781 | Contact.FinServ__PrimaryAddressIsBilling__c 782 | true 783 | 784 | 785 | true 786 | Contact.FinServ__PrimaryAddressIsMailing__c 787 | true 788 | 789 | 790 | true 791 | Contact.FinServ__PrimaryAddressIsOther__c 792 | true 793 | 794 | 795 | true 796 | Contact.FinServ__PrimaryAddressIsShipping__c 797 | true 798 | 799 | 800 | true 801 | Contact.FinServ__PrimaryCitizenship__c 802 | true 803 | 804 | 805 | true 806 | Contact.FinServ__PrimaryLanguage__c 807 | true 808 | 809 | 810 | true 811 | Contact.FinServ__ReferredByContact__c 812 | true 813 | 814 | 815 | true 816 | Contact.FinServ__ReferredByUser__c 817 | true 818 | 819 | 820 | true 821 | Contact.FinServ__ReferrerScore__c 822 | true 823 | 824 | 825 | true 826 | Contact.FinServ__SecondaryCitizenship__c 827 | true 828 | 829 | 830 | true 831 | Contact.FinServ__SecondaryLanguage__c 832 | true 833 | 834 | 835 | false 836 | Contact.FinServ__ShippingAddress__c 837 | true 838 | 839 | 840 | true 841 | Contact.FinServ__SourceSystemId__c 842 | true 843 | 844 | 845 | true 846 | Contact.FinServ__TaxBracket__c 847 | true 848 | 849 | 850 | true 851 | Contact.FinServ__TaxId__c 852 | true 853 | 854 | 855 | true 856 | Contact.FinServ__Twitter__c 857 | true 858 | 859 | 860 | true 861 | Contact.FinServ__WeddingAnniversary__c 862 | true 863 | 864 | 865 | true 866 | Contact.HasOptedOutOfEmail 867 | true 868 | 869 | 870 | true 871 | Contact.HasOptedOutOfFax 872 | true 873 | 874 | 875 | true 876 | Contact.HomePhone 877 | true 878 | 879 | 880 | true 881 | Contact.Jigsaw 882 | true 883 | 884 | 885 | true 886 | Contact.LeadSource 887 | true 888 | 889 | 890 | true 891 | Contact.MailingAddress 892 | true 893 | 894 | 895 | true 896 | Contact.MobilePhone 897 | true 898 | 899 | 900 | true 901 | Contact.OtherAddress 902 | true 903 | 904 | 905 | true 906 | Contact.OtherPhone 907 | true 908 | 909 | 910 | true 911 | Contact.Phone 912 | true 913 | 914 | 915 | true 916 | Contact.ReportsToId 917 | true 918 | 919 | 920 | true 921 | Contact.Title 922 | true 923 | 924 | 925 | true 926 | Opportunity.SourceId 927 | true 928 | 929 | false 930 | 931 | 932 | true 933 | true 934 | true 935 | true 936 | false 937 | Account 938 | false 939 | 940 | 941 | true 942 | true 943 | true 944 | true 945 | false 946 | Contact 947 | false 948 | 949 | 950 | Account.Business_Account 951 | true 952 | 953 | 954 | Account.FinServ__IndustriesBusiness 955 | true 956 | 957 | 958 | Account.FinServ__IndustriesHousehold 959 | true 960 | 961 | 962 | Account.FinServ__IndustriesIndividual 963 | true 964 | 965 | 966 | Account.FinServ__IndustriesInstitution 967 | true 968 | 969 | 970 | Contact.FinServ__IndustriesBusiness 971 | true 972 | 973 | 974 | Contact.FinServ__IndustriesIndividual 975 | true 976 | 977 | 978 | FinServ__FinancialAccount__c.FinServ__AutoLoan 979 | true 980 | 981 | 982 | FinServ__FinancialAccount__c.FinServ__BankingAccount 983 | true 984 | 985 | 986 | FinServ__FinancialAccount__c.FinServ__CheckingAccount 987 | true 988 | 989 | 990 | FinServ__FinancialAccount__c.FinServ__CreditCard 991 | true 992 | 993 | 994 | FinServ__FinancialAccount__c.FinServ__General 995 | true 996 | 997 | 998 | FinServ__FinancialAccount__c.FinServ__HELOC 999 | true 1000 | 1001 | 1002 | FinServ__FinancialAccount__c.FinServ__InsurancePolicy 1003 | true 1004 | 1005 | 1006 | FinServ__FinancialAccount__c.FinServ__InvestmentAccount 1007 | true 1008 | 1009 | 1010 | FinServ__FinancialAccount__c.FinServ__LoanAccount 1011 | true 1012 | 1013 | 1014 | FinServ__FinancialAccount__c.FinServ__Mortgage 1015 | true 1016 | 1017 | 1018 | FinServ__FinancialAccount__c.FinServ__SavingsAccount 1019 | true 1020 | 1021 | 1022 | FinServ__FinancialAccount__c.FinServ__TreasuryService 1023 | true 1024 | 1025 | 1026 | PersonAccount.PersonAccount 1027 | true 1028 | 1029 | 1030 | --------------------------------------------------------------------------------