Image Lucidchart

Diagram Scope

Entities and relationships around Financial Accounts and standard Party Profile, Account, Product related entities

Entities (objects) Included

Asset, Banker, Branch Unit, Financial Account, Financial Account Address, Financial Account Balance, Financial Account Fee, Financial Account Milestone, Financial Account Party, Financial Account Statement, Financial Account Transaction, Financial Security, Issued Card, Payment Mandate, Party Financial Asset, Party Financial Asset Additional Owner, Party Financial Liability, Party Profile, Person Account, Product 2, Product Fee, Securities Holding

More Info

• Data Model Overview
• Financial Services Cloud

How do I read these diagrams?

See Salesforce Data Model Notation.

More Financial Services Cloud Data Models