FINS AMS Salesforce Sync Handler - Implementation Template
Data mappings
This document provides information about data mappins between AMS and Salesforce.
Mappings
| AMS header | Salesforce Object | Salesforce Feild |
|---|---|---|
| AMS Account/Customer ID | InsurancePolicy | NameInsured.BKC_AMS_Account_ID__c |
| AMS Policy ID | InsurancePolicy | BKC_AMS_Policy_ID__c |
| Policy # | InsurancePolicy | Name |
| Policy Name | InsurancePolicy | PolicyName |
| Line of Coverage | InsurancePolicy | BKC_Line_of_Coverage__c |
| Policy Type | InsurancePolicy | PolicyType |
| Effective Date | InsurancePolicy | EffectiveDate |
| Expiration Date | InsurancePolicy | ExpirationDate |
| Writing Carrier ID | InsurancePolicy | WritingCarrierAccount.BKC_AMS_Writing_Carrier_ID__c |
| Billing Carrier ID | InsurancePolicy | BillingCarrierAccount.BKC_AMS_Billing_Company_ID__c |
| Intermediary ID | InsurancePolicy | IntermediaryAccount.BKC_AMS_Intermediary_ID__c |
| Producer 1 Code | InsurancePolicy | Producer.BKC_AMS_Producer_ID__c |
| Monthly Premium | InsurancePolicy | PremiumAmount |
| Monthly Commission % | InsurancePolicy | BKC_Commission_Percentage__c |
| Monthly Revenue Amount $ | InsurancePolicy | BKC_Estimated_Monthly_Revenue__c |
| Limit | InsurancePolicy | BKC_Limit__c |
| Deductible | InsurancePolicy | BKC_Deductible__c |
NOTE: The fields AMS Account/Customer ID, Writing Carrier ID, Billing Carrier ID, Intermediary ID and Producer 1 Code are lookup type fields. The corresponding Accounts and Producers fields must exist already in Salesforce prior to synchronization.