Image Lucidchart

Diagram Scope

Entities and relationships for tracking and managing a financial deal lifecycle with compliant sharing based on role hierarchies

Entities (objects) Included

Account, Asset, Financial Deal, Financial Deal Asset, Financial Deal Bid, Financial Deal Interaction, Financial Deal Interaction Summary, Financial Deal Participant, Financial Deal Party, Financial Deal Product, Group, Interaction, Interaction Attendees, Interaction Related Account, Interaction Summary Discussed Account, Opportunity, Partner Account, Participant Role, Product, User

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