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Salesforce Industries Communications, Media, and Energy Party Model
Any entity with which a customer does business is considered a party. All parties have a record in the Party__c object. Party relationships are useful for alternate relationships, such as contact-to-contact, account-to-account that are not partners, family relationships, and other relationships that do not fit the standard Salesforce relationship paradigm. The party model is proprietary intellectual property.
Party relationships do not appear on the Account or Contact pages as related lists. Party relationships are usually given public read permissions unless you write code to handle custom Apex sharing.
People are stored in the Salesforce Contact object. Companies and other organizations are stored in the Company object.
In the Salesforce Account object, a record is created for any company, person, or another party who is a customer, client, or prospect. The Account record asserts the subset of parties that are considered relevant to sales and service. In multichannel uses, the Account record separately asserts which parties are accounts to which of the internal or channel partner businesses. Therefore, if more than one internal or channel partner business considers the same party differently—for example, it's a customer to one and a prospect to another—they are tracked in separate Account records.
The Account objectAccounts has also been extended to address billing. Industries Communications, Media and Energy clouds are not a billing system, but the Bill Line Item object exists to hold billing information under certain circumstances.
The data model has enhanced the following standard Salesforce objects:
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Opportunity
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Quote
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Order
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Asset
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Account
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Case
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Contract
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Product
The following custom objects are added to your org:
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Party Model
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Household
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CPQ
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Account (Complex)
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Premises
Because of the party model, you can organize your client base using groups that you can visualize with relationship graphs. The following are examples of relationships:
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Family relationships
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Carlisle Cullen is the parent of Edward Cullen.
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Bella Swan is the child of Charlie Swan.
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Corporate relationships
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International Genetic Technologies owns Jurassic Park.
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Yoyodyne Propulsion Systems is a subsidiary of Lectoid.
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Service provider relationships
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John Hammond is the CEO of International Genetic Technologies.
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Donald Gennaro is the advisor of John Hammond.
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Employment relationships
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John Yaya is the president of Yoyodyne Propulsion Systems.
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Legal relationships
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Alice Cullen is a beneficiary of Jasper Whitlock.
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The relationship graph doesn't show the custom fields on the relationship records. You can use Vlocity Cards to display the data in the user interface.
When you have contacts that are associated with many accounts, you can take advantage of the Salesforce Contacts-to-Multiple Accounts feature to use the Account Contact Relation object. The Account Contact Relation object has a related list available. Salesforce synchronizes the object with the contact primary account. In addition, Salesforce leverages the data for other purposes, such as data visibility.
- Accounts in Communications, Media and Energy
The Communications managed package includes the following account record types to enhance your company's view of your customers. - Cases in Communications, Media and Energy
With Communications, you can create different Case records depending on the type of issue a customer is having. Create billing cases for customers with billing complaints. Create service cases if there is something wrong with the service provided or a product associated with that service.
