Salesforce Data Model Gallery, To view a Data Change Requests Field Email Financial Assistance for Patient Services Program General Events Intelligent Content Inventory Management Key Account Management - Account Plan Key Account You can now generate comprehensive, detailed data model diagrams directly from your connected Salesforce Org. Create impactful diagrams with best practices for business capability mapping. Each of these models Visualize your Salesforce data model as an interactive ERD. Salesforce is a leading customer relationship management (CRM) platform used by businesses worldwide to store, process, and analyze critical business data. This article walks you through how to use this feature—from selecting the Consumer Goods Accruals Engine Account Orders Retail Execution Route, Tour, and Warehouse j Get Started Salesforce Data Model Notation Automotive Commerce Communications Salesforce, a leading customer relationship management (CRM) platform, excels in managing vast amounts of customer and business data. Pick objects, see relationships, and export to PNG, SVG, or PDF. You can see object label, object API name, which data streams that object is mapped to, the type, and status To view a higher-resolution version of this diagram, right-click (or Control-click on Mac) and select "Open Image in New Tab. com at the first-ever Architect main show at Dreamforce ’21, Find out how conceptual, logical, and physical data models improve Salesforce solution documentation and communication for architects. For developers, understanding this model is crucial for building efficient, scalable, and maintainable applications within Salesforce. This in-depth guide clarifies objects, fields, relationships, and best practices to maximize your CRM’s potential. Provider Management Data Model Conceptual entity groupings for participant and credentials, with entities and relationships involved in managing healthcare providers and benefits. To view Unify all customer data with Data 360 (formerly Data Cloud). Transaction Management: Order Data Model Entities and relationships for managing Revenue Management orders and order items. Learn how to use the various data models available in Health Cloud for healthcare industry professionals. Intelligent Sales Data Model Entities and relationships for tracking visits, orders, product transfers, and other aspects of the medical sales and inventory Salesforce Developer Website Loyalty Clubs Loyalty Journals Loyalty Programs Salesforce Developer Website Next Best Data Model Entities and relationships for generating and managing AI-driven customer, action, and message recommendations. To view Core Data Model Expense Management Inventory Management Operating Hours Preventive Maintenance Pricing Product Service Campaign Resource Time Management Service Territory How to get your Salesforce Data Model Last updated Feb 20th, 2023, Salesforce is a cloud computing service as a software (SaaS) company Opportunity Forecasting Data Model Opportunity objects related to forecasting and Forecasting Detail relationships. A Salesforce Architect’s guide to data model relationships, cardinality, ordinality, and ERD notation across platforms. For the platform to Salesforce Developer Website Fundraising Fundraising Gift Planning Fundraising Philanthropic Research Grantmaking Nonprofit Success Pack Program & Case Management Program Asset Management Benefit Management Grantmaking Interaction Summary Investigative Case Management Provider Management Public Complaint Regulatory Area, Fees, & Enforcement Social Salesforce Developer Website Health Overview Advanced Therapy Management Care Program Management Claims Coverage Requirement Discovery Disease Surveillance Salesforce Data Model Design: Best Practices and Tools Salesforce lies at the core of customer-centric business strategies, and its data model is the How Are Relationships Defined? Check out the Case data model from the Salesforce Architect’s Data Model Gallery. Promotions Communications Consumer Goods Data 360 Education Energy & Utilities Field Service and Operations Welcome to Day 10 of our Salesforce Marketing Cloud Learning Series! Over the past few days, we’ve been building a strong foundation for An overview of entities and relationships involved in managing contact information (personal or business) for an individual, account, or unified individual (when Learn about the key terms and concepts related to data ingestion and modeling in Data 360. This guide provides an in-depth Entities and relationships for managing accounts in Consumer Goods, including Account Receivable, Customer Relationship, KPI Set, and other key objects. To view a higher-resolution version of this diagram, right Loyalty Programs Data Model Entities and relationships supporting loyalty programs, including members, partners, currencies, tiers, and vouchers. Utilize a template to quickly/easily create a In this article, I’ll unpack conceptual models, logical models, and physicals models, and how Salesforce Architects can use each type to improve Learn how to use the Salesforce data model to maximize success with this complete guide, to achieve effective data automation & governance. Action Plan Framework Compliant Data Sharing Discovery Framework Industries Collections Inventory Search Process Compliance Navigator Unified Catalog Salesforce Developer Website Branch Management Business Client Engagement Business Relationship Plan Complaint Management Consent Management Digital Lending Document Academic Operations Appointment Scheduling Education Data Architecture (EDA) + K12 (Managed Package) Education Data Architecture (EDA) (Managed Package) Recruitment and Admissions Service Overview Data Model Entities and relationships that are relevant for and used by support agents when providing the support, which customers are Entities and relationships involved in managing product inventory in Manufacturing. A clear, visualized data model creates a shared language between architects, admins, and business stakeholders. We've refreshed key Salesforce data models. Get the real-time insights you need to personalize every customer experience. salesforce. Today, we’re going to focus on three core data models used in SFMC: Lists, Data Extensions, and the Contact Model. The Entities and relationships to track and manage customer payments, ensuring proper application to Invoices and monitoring the payment status. Import diagrams from Financial Services Overview Data Model Entities and relationships used in representing an overview of holdings, assets & liabilities, roles, alerts, Financial Services Managed Package Data Model Entities and relationships used for managing holdings, assets & liabilities, roles, alerts, transactions, and Identify the core objects within the Financial Account data model. At Salesforce Developer Website Asset Management Business Customer CPQ Rules Management Context Discounts Enterprise Quoting Product & Catalog Management Product Pricing Sales Order Poor data modeling can lead to performance bottlenecks, data redundancy, security vulnerabilities, and scalability challenges. To view a higher-resolution version of this diagram, right Conceptual entities for Privacy Consent and Contact point, along with entities and relationships for tracking and managing data privacy preferences. Inventory Management Data Model Entities and relationships for managing inventory operations including product transfers, shipments, returns, and product consumption tracking. Core entities and relationships for Field Service and Operations including work orders, service appointments, resources, territories, and scheduling. Discover how to utilize standard and custom fields to record info about your objects. Conceptual entities for Engagement Reason, and Contact Point, along with other entities and relationships for tracking an engagement, including who was Billing Accounting Billing Debit Memo Billing Invoice Credit Memo DRO Design Time DRO Fulfillment Payments Product Catalog Management Rate Management Salesforce Contracts Salesforce Pricing See examples of the Diagram Types in the Reference Architecture Gallery or our dedicated Data Model Gallery. In this article, we will explore the Salesforce data model Learn how to set up a data model in Salesforce, create custom objects and fields, and create object relationships, along with best practices for Leverage Lucid’s Salesforce shape library to create Salesforce architecture diagrams, sales cloud data models, and more. To view a higher-resolution Entities and relationships involved in managing configure, price, and quote (CPQ) rules in Communications. Master the Salesforce Data Model with this complete guide. List view allows you to view your data model objects (DMOs) and any related details in a list. Media Advertising Campaign Opportunity Advertising Campaign Order Advertising Media Plan B2B Ad Sales Customer and Ad Server Media Property Product and Pricing Revenue Schedules Targeting The Case object, which represents a customer issue or problem, and its relationships with Account, Account Contact, and (indirectly) Individual object Customer Model Overview Contact Point and Party conceptual entities, with other entities and relationships related to customers, accounts, and leads. Learn how to manage data in a CRM using data models. Learn how to create objects, fields, and relationships with step-wise tutorials and best This page in Salesforce Data Cloud provides a visual overview of Data Model Objects (DMOs) and their relationships, showing how customer data is structured and connected across the This document provides an overview of Salesforce entity relationship diagram (ERD) notation and conventions to help you clearly interpret the product data Product Subject Area Prepare and Model Data Standard Data Model Objects (DMOs) | Data 360 Reference Guide | Salesforce Developers We announced the new Salesforce data models on architect. Entities and relationships for managing talent recruitment including job positions, requisitions, postings, applications, evaluation, vetting, and hir Product and Pricing Data Model Entities and relationships for managing products and pricing with Media. Clear guidance on when to pick each and how to migrate. Follow the steps outlined to create a solid foundation. Learn how to set up a data model in Salesforce, create custom objects and fields, and create object relationships, along with best practices for Overview of the Salesforce entity relationship diagram (ERD) notation and conventions used in the Data Model Gallery Entities & relationships for setting up and managing products, rules, and catalogs. Enhance your data structure now! Entities and relationships to collect and validate customer information in compliance with company policies. Find reference material on standard data model objects (DMOs), including fields, descriptions, and Salesforce Developer Website Employee Service Messaging Objects Service Overview Support Overview Salesforce Surveys Data Model Objects and relationships related to surveys, including their versions, subjects, invitations, questions, and responses. Learn how to create objects, fields, and relationships with step-wise tutorials and best Orders Data Model Entities and relationships for managing orders in Consumer Goods, including Order, Order Template, Product Assortment, and other key An overview of the most common Health objects and their relationships, including key entities for healthcare providers, patients, care plans, and clinical processes. Read about each format and how you can use them to simplify your own data modeling work. To view a higher Customizable Lucidchart template (Note: May not reflect the most current version of the data model. Notice that this data (and Retail Execution Data Model Entities and relationships supporting activities involved in the execution of retail store operations. Describe the business line-specific data models used in Agentforce Financial Services. Salesforce Developer Website Account Manager Target Advanced Account Forecast Channel Partner Inventory Tracking Fleets Inventory Product Service Campaign Management Program Based To view a higher-resolution version of this diagram, right-click (or Control-click on Mac) and select "Open Image in New Tab. ) Entities and relationships that organize customers into groups, providing insights into their financial . It provides a map of how objects relate, ensuring scalability, clarity, and Learn to model and map data in the Data Cloud. To view a higher Annotated data models in Salesforce add an extra layer of clarity to ERDs, helping teams with security and performance considerations. To view a higher Salesforce Commerce Communications Consumer Goods Data 360 Education Energy & Utilities Field Service and Operations Public Sector Solutions Overview Data Model An overview of the most common Public Sector Solutions objects and their relationships, including key entities for Automotive Overview Data Model Entities and relationships used to manage information on vehicles, assets, warranties, suppliers, opportunities, and product Tasks & Events Data Model Conceptual entity groupings for 'What' (activity object) and 'Who' (activity participant), along with entities and relationships involved in Education Data Architecture (Managed Package) Data Model Entities and relationships of the EDA, a community-driven data architecture that supports the Learning Objectives After completing this unit, you’ll be able to: Use the Salesforce Reference Architecture Gallery to find useful diagrams. Free, browser-based. " Power BI vs Tableau 2026: head-to-head on features, pricing, ecosystem, governance, and TCO. Learn to optimize customer data with standard and custom objects, create object relationships, and work with schema builder. To view a higher-resolution version of this Learn how to use Elements’ Salesforce Data Model Generation to analyze schema, choose the right objects, and build reliable reports. " Product & Catalog Management Data Model Entities and relationships for managing collections of products (with product offerings and specifications) organized in Learn how to set up data sources, build attribute groups, and link data extensions for your data model. To view a higher-resolution version of Master the Salesforce Data Model with this complete guide. Build a bulletproof Salesforce data model. Entities and relationships representing the practitioners, facilities, physician relationships, specialties, and organizational hierarchy for a healthcare provider Claims Data Model Entities and relationships involved in managing healthcare claims processing, including claim submission, adjudication, and payment workflows.
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