Rob on Salesforce
Salesforce Data Models

What does the Salesforce data model look like?

Given that there are about a thousand standard objects, an unedited version looks like an explosion in a spaghetti factory:

The Salesforce data model.  Source: https://soft-builder.com/how-to-explore-and-exploit-salesforce-metadata/

To be useful to humans, we need to simplify or split the model.

How Salesforce does it

Salesforce does this by splitting into different functional areas, such as:

  • Sales Objects (below) — includes accounts, contacts, opportunities, leads, campaigns, and other related objects
  • Support Objects — includes cases and solutions and their related objects
  • User, Sharing, and Permission Objects — includes users, profiles, and roles

Sales objects

Johann’s approach

Johann Furmann goes further, splitting into several Sales Cloud models and offering one that combines Sales and Service Cloud:

Sales and Service objects

My data model

Here’s my effort. I combine Sales and Service Clouds, like Johann, and apply chunking to make it easier to understand and remember. Feedback welcome:

Account Relationships
Case Management
Knowledge Base
Field Service
Service Level Agreements (SLAs)
Products and Prices
Opportunity to Order
Campaign to Lead
Firms and Individuals
Account
Contact
Order
Order Line Item
Quote
(m/d to Opportunity)
Quote Line Item
(m/d to Quote)
Opportunity
Opportunity Line Item
Campaign
Campaign Member
Lead
Contract
Pricebook Entry
Pricebook
Product
Case
Work Order
Asset
Work Order Line Item
Entitlement
(m/d to Account)
Milestone
Case Milestone
Knowledge Article
Solution
Knowledge
Article Version
Case Solution
Salesforce Core Data Model
Case Article
Service Contract
Service Contract
Line Item
Opportunity Team Member
Account Team Member
Case Team Member
Opportunity Split
Product
Pricebook Entry
Pricebook
Order
Account Contact Relationship

Last modified on 2021-08-10