Financial Services Managed Package Data Model

Entities and relationships used for managing holdings, assets & liabilities, roles, alerts, transactions, and revenue in the Financial Services Managed package.

Data model diagram for Managed Package

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Customizable Lucidchart Template

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

How Do I Read These Diagrams?

See Salesforce Data Model Notation.