Financial Services Cloud - Financial Deal Data Model
This template works on the following products:
*For all Lucid plan types
This Salesforce data model can help you:
- Document the objects provided with Salesforce FSC.
- Visualize the relationships between entities.
- Understand the meaning of the relationship between two entities.
Open this Financial Services Cloud Deal Data Model template and customize it to your use case.
Related templates
Financial Services – Groups and Household
Used with:

Go to Financial Services – Groups and Household template
Salesforce Admin Configuration Kit: Automation
Used with:

Go to Salesforce Admin Configuration Kit: Automation template