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Diagram Scope

Conceptual entities for Account and Person Account as well as the Financial Account object and its relationships with entities representing holdings, assets & liabilities, roles, alerts, transactions, and revenue

Entities (objects) Included

Account, Account Account Relationship, Account Contact Relationship, Alerts, Assets & Liabilities, Billing Statement, Business Milestone, Card, Contact, Contact Contact Relationship, Employer, Financial Account, Financial Account Role, Financial Account Transaction, Financial Goal, Financial Holding, Household, Identity Document, Life Event, Opportunity, Person Life Event, Revenue, Securities, Spouse

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