Download image Download diagram Open the template in Lucidchart (Lucidchart account required)
Content last updated January 2023.
This data model, or entity relationship diagram (ERD), includes the objects provided with Financial Services Cloud (FSC) that are used to manage the lifecycle of a financial deal with compliant data sharing (CDS). Visit the Help Page for a list of objects and their fields.
Salesforce ERDs use a modified form of the Information Engineering (IE) notation. Learn more about our ERD notations by visiting Salesforce Product Data Model Notation.
This is a Level 4 Documentation and Implementation diagram according to the Salesforce diagram framework.