Data Cloud Financial Services Overview Data Model
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Entities and relationships used in representing an overview of holdings, assets & liabilities, roles, alerts, transactions, and revenue.
Account, Account Contact, Address, Applicant, Application, Asset, Business Account, Card Account, Deposit Account, Financial Account, Financial Account Address, Financial Account Balance, Financial Account Fee, Financial Account Interest Rate, Financial Account Limit, Financial Account Party, Financial Account Statement, Financial Account Transaction, Financial Customer, Financial Holding, Financial Security, Group Party, Household, Individual, Insurance Policy, Investment Account, Loan Account, Organization, Other, Other Party, Party, Party Financial Asset, Party Financial Liability, Party Profile, Person Account, Product, Record Alert
- Data Model Overview
- Financial Services Cloud
- Standard Data Model Objects (DMOs) | Data Cloud Reference Guide | Salesforce Developers
- Getting Started Using Data Cloud