Interaction Summary Data Model

Entities and relationships associated with the use of the Interaction Summary capabilities that allow for the capture and management of meeting notes and attendees.

Data model diagram for Interaction Summary

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Customizable Lucidchart Template

Entities/Objects Included

Account, Benefit Assignment, Benefit Assignment Adjustment, Care Plan, Case, Case Episode, Case Participant, Case Proceeding, Case Proceeding Result, Complaint Participant, Contact, Custody Item, Goal Assignment, Group, Individual Application, Interaction, Interaction Attendees, Interaction Related Account, Interaction Summary, Interaction Summary Discussed Account, Interaction Summary Participant, Location, Opportunity, Public Complaint, Referral, User, Visit

More Info

Configure and Use Interaction Summaries in Public Sector Solutions

How Do I Read These Diagrams?

See Salesforce Data Model Notation.