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Data Models for Financial Services Cloud
Learn how we’ve adapted the Salesforce data model to create a foundation for industries that require a structured, flexible B2C data model. New custom fields on the Account and Contact standard objects let us model clients. New custom objects let us model client financials, relationship groups, and more.
- Financial Services Cloud Data Models
Learn about the objects and relationships within the Financial Services Cloud data model that represent a person along with their relationships and financial activities. - How Is a Person Modeled in Financial Services Cloud?
Financial Services Cloud represents a person in one of two ways: person accounts or the individual model. Person accounts provide better support for B2C activities for most organizations and are enabled in FSC trial orgs and new installations. Salesforce supports the individual model for FSC orgs with existing individual model implementations only. - What Is a Group in Financial Services Cloud?
A group gives insight into a customer’s financial circles, such as a household with its family members and professional connections. A group provides an overall view of its members by rolling up their information. You can extend a group with custom fields and more. - What Is a Relationship in Financial Services Cloud?
In addition to recording complex, multi-party relationships using groups, Financial Services Cloud also models one-to-one relationships between people and businesses. These relationships help you understand spheres of influence and spans of control. - How Are Employment and Education Modeled in Financial Services Cloud?
Custom objects represent employment and education information. In the individual model, these objects are related to the contact object. - How Are Identification Documents, Other Assets, Liabilities, Goals, and Revenue Modeled in Financial Services Cloud?
Custom objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the account object. - How Are Financial Accounts Modeled?
You can either use standard objects or managed package objects to represent financial accounts and the parties involved with their financial accounts. - How Are Leads and Opportunities Modeled in Financial Services Cloud?
Standard objects record details about new customer leads and the opportunities to provide customers with new products. - Tools for Getting Oriented to Financial Services Cloud Data Models
Review the objects that come with Financial Services Cloud using Schema Builder, the data model viewing tool, along with the Object Manager and the Enterprise WSDL file generator.
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