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Diagram Scope

Entities and relationships that help streamline the customer onboarding process

Entities (objects) Included

Account, Application Form, Application Form Participant, Application Form Product, Applicant, Assessments, Contact, Flow Orchestration Instance, Flow Orchestration Instance Related Object, Identity Document, Lead, Opportunity, Party Credit Profile, Party Expense, Party Financial Asset, Party Financial Asset Lien, Party Financial Liability, Party Financial Liability Additional Borrowers, Party Identity Verification, Party Identity Verification Step, Party Income, Party Profile, Party Profile Address, Party Profile Participant, Party Risk Profile, Party Screening Summary, Party Screening Step, Person Employment, Product2, Process Exception

More Info

• Integrated Onboarding: See the Big Picture

How do I read these diagrams?

See Salesforce Data Model Notation.

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