Energy Sales

Entities and relationships for managing the Energy and Utilities sales process, including reference products, tariff comparison, opportunities, quotes, and orders that sales reps use to engage prospective and existing customers.

Data model diagram for Energy Sales

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Customizable Lucidchart Template

Account, Account Billing Account, Account Contact Relationship, Asset, Billing Account, Billing Account Contact, Contact, Location, Opportunity, Opportunity Product, Opportunity Product Recipient, Order, Order Item, Order Item Recipient, Quote, Quote Line Item, Quote Line Item Recipient, Service Point

See Salesforce Data Model Notation.