Know Your Customer

Context and Usage

This data model, or entity relationship diagram (ERD), includes Party Profile, Assessment, Party Financial Asset, Party Screening Summary, and other related objects provided with Financial Services Cloud. Visit the The Salesforce Data Model for Financial Services Cloud for a list of standard objects and their standard fields. 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.