Content last updated January 2023.

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Context and Usage

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.