Financial Services – Financial Deal Management

This template works on the following products:

Use this template

*For all Lucid plan types

This Salesforce data model can help you:

- Document the objects provided with Salesforce FSC.
- Visualize the relationships between entities.
- Understand the meaning of the relationship between two entities.

Open this Financial Services Cloud Deal Data Model template and customize it to your use case.

This Salesforce data model can help you:

Document the objects provided with Salesforce FSC.
Visualize the relationships between entities.
Understand the meaning of the relationship between two entities.

Open this Financial Services Cloud Deal Data Model template and customize it to your use case.

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