Financial Services Cloud (FSC) Interaction Summaries

This template works on the following products:

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Use this template

*For all Lucid plan types

This Salesforce data model can help you: 

- Document the objects provided with Salesforce Financial Services Cloud (FSC). 
- Visualize the relationships between entities. 
- Understand the meaning of the relationship between two entities.

Open this template and add content to customize this Interaction Summaries Data Model to your use case.

This Salesforce data model can help you:

  • Document the objects provided with Salesforce Financial Services Cloud (FSC).
  • Visualize the relationships between entities.
  • Understand the meaning of the relationship between two entities.

Open this template and add content to customize this Interaction Summaries Data Model to your use case.

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