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Diagram Scope

Entities and relationships used in capturing, managing, and sharing summaries of interactions with clients and partners involved in a financial deal

Entities (objects) Included

Account, Contact, Financial Deal, Financial Deal Participant, Financial Deal Party, Financial Deal Product, Group, Interaction, Interaction Attendees, Interaction Deal, Interaction Related Account, Interaction Summary, Interaction Summary Deal, Interaction Summary Discussed 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