Financial Services Cloud - Financial Account Data Model

This template works on the following products:

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*For all Lucid plan types

This Salesforce data model can help you: 

- Document the objects and key attributes provided with Salesforce solutions.
- Visualize and understand relationships between entities.
- Define customizations and related aspects like sharing, ownership, volume, etc. 

Open this Salesforce data model template and customize to your use case.

This Salesforce data model can help you:

  • Document the objects and key attributes provided with Salesforce solutions.
  • Visualize and understand relationships between entities.
  • Define customizations and related aspects like sharing, ownership, volume, etc.

Open this Salesforce data model template and customize to your use case.

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