Business Relationship Plan Data Model

Data model diagram for Business Client Engagement

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Diagram Scope 

Entities and relationships used to manage information on business clients' needs through account plans, and to define and track strategic objectives using measurable metrics.

Entities (objects) Included 

Account, Account Plan, Account Plan Objective, Account Plan Objective Category, Account Plan Objective Measure, Account Plan Objective Measure Relation, Action Plan, Campaign, Case, Contact, Financial Deal, Interaction, Interaction Summary, Opportunity

More Info 

How Do I Read These Diagrams? 

See Salesforce Data Model Notation.

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