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# Revenue Cloud Data Model Template
Pre-built data model for Salesforce Revenue Cloud (CPQ, Billing, Subscription Management) using `flowchart LR` format with color coding and relationship indicators.
## Objects Included
| Object | Type | Description |
|--------|------|-------------|
| ProductCatalog | STD | Product catalogs |
| ProductCategory | STD | Category hierarchy |
| ProductSellingModel | STD | Selling configurations |
| ProductSellingModelOption | STD | Model options |
| PriceAdjustmentSchedule | STD | Discount schedules |
| PriceAdjustmentTier | STD | Discount tiers |
| ProductAttribute | STD | Product attributes |
| ProductAttributeSet | STD | Attribute groupings |
---
## Query Org Metadata (Recommended)
Enrich diagram with live org data:
```bash
python3 ../../scripts/query-org-metadata.py \
--objects ProductCatalog,ProductCategory,ProductSellingModel,PriceAdjustmentSchedule \
--target-org myorg
```
---
## Mermaid Template (Preferred)
Left-to-right flowchart with color coding.
```mermaid
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
%% ═══════════════════════════════════════════════════════════════
%% REVENUE CLOUD DATA MODEL
%% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
%% Colors: Blue = Standard, Orange = Custom, Green = External
%% ═══════════════════════════════════════════════════════════════
%% Product Catalog
Catalog["ProductCatalog< br / > (count)"]
Category["ProductCategory< br / > (count)"]
Product2["Product2< br / > (count)"]
%% Selling Models
PSM["ProductSellingModel< br / > (count)"]
PSMO["ProductSellingModelOption< br / > (count)"]
%% Pricing
PAS["PriceAdjustmentSchedule< br / > (count)"]
PAT["PriceAdjustmentTier< br / > (count)"]
Pricebook2["Pricebook2< br / > (count)"]
PBE["PricebookEntry< br / > (count)"]
%% Attributes
AttrSet["ProductAttributeSet< br / > (count)"]
Attr["ProductAttribute< br / > (count)"]
AttrSetItem["ProductAttributeSetItem< br / > (count)"]
%% Catalog Structure
Catalog ==>|"MD"| Category
Category -.->|"Parent"| Category
Category -->|"LK"| Product2
%% Selling Models
Product2 -->|"LK"| PSM
PSM ==>|"MD"| PSMO
%% Pricing
PAS ==>|"MD"| PAT
Pricebook2 ==>|"MD"| PBE
Product2 -->|"LK"| PBE
%% Attributes
AttrSet ==>|"MD"| AttrSetItem
Attr -->|"LK"| AttrSetItem
Product2 -->|"LK"| AttrSet
%% Standard Objects - Sky Blue
style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PSMO fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
style AttrSet fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Attr fill:#bae6fd,stroke:#0369a1,color:#1f2937
style AttrSetItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
```
---
## Key Concepts
### Revenue Cloud Components
| Component | Purpose |
|-----------|---------|
| **Industries CPQ** | Configure-Price-Quote |
| **Subscription Management** | Recurring billing |
| **Revenue Lifecycle** | Rev rec, forecasting |
| **Dynamic Revenue Orchestration** | Guided selling |
### Product Hierarchy
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```text
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ProductCatalog
└── ProductCategory (Hierarchy)
└── Product2
├── ProductSellingModel
├── ProductAttribute
└── PricebookEntry
```
### Selling Model Types
| Type | Description |
|------|-------------|
| One-Time | Single purchase |
| Subscription | Recurring billing |
| Usage-Based | Consumption pricing |
| Evergreen | Auto-renewing |
| Term | Fixed duration |
### Price Adjustment Schedules
| Schedule Type | Use Case |
|---------------|----------|
| Volume Discount | Quantity-based tiers |
| Contract Discount | Agreement discounts |
| Promotional | Time-limited offers |
| Bundled | Package pricing |
---
## Simplified Version (Core Objects Only)
For presentations focusing on core revenue structure:
```mermaid
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Catalog["ProductCatalog"]
Category["ProductCategory"]
Product2["Product2"]
PSM["ProductSellingModel"]
Catalog ==>|"MD"| Category
Category -->|"LK"| Product2
Product2 -->|"LK"| PSM
style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937
```
---
## Subscription Management Model
```mermaid
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Account["Account"]
Quote["Quote"]
QLI["QuoteLineItem"]
Order["Order"]
OrderItem["OrderItem"]
Asset["Asset"]
BillingSchedule["BillingSchedule"]
Account -->|"LK"| Quote
Quote ==>|"MD"| QLI
Quote -.->|"converts"| Order
Order ==>|"MD"| OrderItem
OrderItem -.->|"creates"| Asset
Asset -->|"LK"| BillingSchedule
style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
style BillingSchedule fill:#bae6fd,stroke:#0369a1,color:#1f2937
```
---
## Pricing Model Detail
```mermaid
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Product2["Product2"]
Pricebook2["Pricebook2"]
PBE["PricebookEntry"]
PAS["PriceAdjustmentSchedule"]
PAT["PriceAdjustmentTier"]
Pricebook2 ==>|"MD"| PBE
Product2 -->|"LK"| PBE
PAS ==>|"MD"| PAT
Product2 -->|"LK"| PAS
style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937
```
---
## Industries CPQ Objects
```mermaid
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Quote["Quote"]
QLI["QuoteLineItem"]
ProposalDoc["ProposalDocument"]
ProposalTerm["ProposalTerm"]
DocTemplate["DocumentTemplate"]
Quote ==>|"MD"| QLI
Quote -->|"LK"| ProposalDoc
ProposalDoc ==>|"MD"| ProposalTerm
DocTemplate -->|"LK"| ProposalDoc
style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
style ProposalDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
style ProposalTerm fill:#bae6fd,stroke:#0369a1,color:#1f2937
style DocTemplate fill:#bae6fd,stroke:#0369a1,color:#1f2937
```
---
## ASCII Fallback
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```text
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┌─────────────────────────────────────────────────────────────────────────────┐
│ REVENUE CLOUD DATA MODEL (L→R) │
│ Legend: LK = Lookup (-->), MD = Master-Detail (==>) │
└─────────────────────────────────────────────────────────────────────────────┘
PRODUCT CATALOG
┌──────────────────┐ ┌──────────────────┐
│ PRODUCT_CATALOG │═══ MD ═>│ PRODUCT_CATEGORY │◄──── Parent (self)
│ (count) │ │ (count) │
└──────────────────┘ └────────┬─────────┘
│ LK
▼
┌──────────────────┐
│ PRODUCT2 │
│ (count) │
└────────┬─────────┘
│
┌─────────────────┼─────────────────┐
│ LK │ LK │ LK
▼ ▼ ▼
┌──────────────────┐ ┌─────────────┐ ┌──────────────────┐
│PRODUCT_SELLING_ │ │PRICEBOOK_ │ │PRODUCT_ATTRIBUTE │
│MODEL (count) │ │ENTRY(count) │ │_SET (count) │
└────────┬─────────┘ └─────────────┘ └────────┬─────────┘
│ MD │ MD
▼ ▼
┌──────────────────┐ ┌──────────────────┐
│PRODUCT_SELLING_ │ │PRODUCT_ATTRIBUTE_│
│MODEL_OPTION │ │SET_ITEM (count) │
│ (count) │ └────────┬─────────┘
└──────────────────┘ │ LK
▼
┌──────────────────┐
│PRODUCT_ATTRIBUTE │
│ (count) │
└──────────────────┘
PRICE ADJUSTMENTS
┌────────────────────────┐ ┌──────────────────────────┐
│PRICE_ADJUSTMENT_ │═══ MD ═>│PRICE_ADJUSTMENT_TIER │
│SCHEDULE (count) │ │ (count) │
└────────────────────────┘ └──────────────────────────┘
```
---
## Key Relationships Summary
| Parent | Child | Type | Behavior |
|--------|-------|------|----------|
| ProductCatalog | ProductCategory | MD | Cascade delete |
| ProductCategory | ProductCategory | LK | Parent (hierarchy) |
| ProductCategory | Product2 | LK | Product classification |
| Product2 | ProductSellingModel | LK | Selling configuration |
| ProductSellingModel | ProductSellingModelOption | MD | Model options |
| PriceAdjustmentSchedule | PriceAdjustmentTier | MD | Discount tiers |
| Pricebook2 | PricebookEntry | MD | Product prices |
| Product2 | PricebookEntry | LK | Product reference |
| ProductAttributeSet | ProductAttributeSetItem | MD | Attribute membership |
| ProductAttribute | ProductAttributeSetItem | LK | Attribute reference |
---
## Limits & Considerations
| Limit | Value |
|-------|-------|
| Product categories depth | 10 levels |
| Products per catalog | Unlimited (LDV) |
| Selling models per product | Multiple |
| Discount tiers per schedule | Unlimited |
| Attributes per product | Unlimited |
| Pricebooks per org | Unlimited |
---
## Revenue Cloud vs Salesforce CPQ
| Feature | Revenue Cloud | Salesforce CPQ |
|---------|---------------|----------------|
| Platform | Industries | Core |
| Bundles | Dynamic | Static |
| Attributes | Dynamic | Limited |
| Selling Models | Native | Custom |
| Subscription | Native | Requires add-on |
| Target | Industry-specific | General |
---
## Best Practices
1. **Use `flowchart LR`** - Left-to-right flow for readability
2. **Keep objects simple** - Name + record count only
3. **Replace `(count)` placeholders** - With actual counts from query
4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External
