Interaction Summaries

Context and Usage

This data model, or entity relationship diagram (ERD), includes Interaction Summary, Financial Deal, Interaction, Financial Deal Participant and other related objects provided with Financial Services Cloud. Visit The Salesforce Data Model for Financial Services Cloud for a list of standard objects and their standard 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.