# Official Salesforce Architect ERD Aesthetic Guide Reference for generating ERDs matching the **architect.salesforce.com** visual style. This is the default style for all ERD diagrams generated by external-diagram-visual-generate. --- ## Cloud-Specific Color Palettes Each Salesforce cloud has its own brand color. The skill auto-detects which cloud to use based on the objects requested. | Cloud | Border Color | Fill (~25% opacity) | Detect By Objects | |-------|--------------|---------------------|-------------------| | **Sales Cloud** | `#0B827C` (Teal) | Light Teal | Lead, Opportunity, Quote, Campaign, Order | | **Service Cloud** | `#9E2A7D` (Magenta) | Light Pink | Case, Knowledge, Entitlement, Swarm, Incident | | **Platform** | `#5A67D8` (Purple) | Light Purple | Account, Contact only (no cloud-specific objects) | | **Industries/Scheduler** | `#BA4383` (Pink) | Light Pink | ServiceTerritory, WorkType, Shift, ServiceResource | | **Nonprofit Cloud** | `#032D60` (Navy) | Light Gray | Survey, Donation, Program objects | --- ## The Signature Box Style: "Dark Border + Light Fill" This is the defining visual pattern of architect.salesforce.com diagrams: | Property | Value | |----------|-------| | **Border** | Solid 2px in cloud's brand color | | **Fill** | Same hue at ~25% opacity (translucent) | | **Corners** | Rounded (8-12px radius) | | **Text** | Dark gray/black on light fill | ### Visual Example ``` ┌─────────────────────────┐ │ ░░░░░░░░░░░░░░░░░░░░░░░ │ ← Light translucent fill │ ░ Opportunity ░ │ ← Bold logical name │ ░ Opportunity ░ │ ← Smaller italic API name │ ░ • Name ░ │ ← Key fields with bullets │ ░ • Amount ░ │ │ ░ • Close Date ░ │ └─────────────────────────┘ ↑ Dark solid border ``` --- ## Page Structure ### 1. Page Title (Top) Large bold text centered at the very top: - Format: `"[Cloud Name] Overview Data Model"` - Example: `"Sales Cloud Overview Data Model"` ### 2. Header Banner Below the title, a horizontal banner containing: ``` ┌──────────────────────────────────────────────────────────────────────────────┐ │ [salesforce] SALES CLOUD │ LEGEND: │ │ Overview │ ENTITIES │ RELATIONSHIPS │ │ │ [boxes...] │ [symbols...] │ └──────────────────────────────────────────────────────────────────────────────┘ ``` **Left Section:** - Salesforce cloud logo - "[CLOUD NAME] Overview" in dark background **Center Section - ENTITIES:** - Cloud Entity (dark border + light fill) - Related Entity (dark border + light fill) - External Entity (black border + white fill) **Right Section - RELATIONSHIPS:** - Parent to Child (Many-to-One) - Required to Required (One-to-One) - Optional to Optional (Zero-or-One to Zero-or-One) - Many-to-Many ### 3. Main Diagram Area The ERD with objects and relationship lines. ### 4. Footer ``` ┌──────────────────────────────────────────────────────────────────────────────┐ │ ©2024 Salesforce - Subject to change without notice Last modified: [DATE]│ └──────────────────────────────────────────────────────────────────────────────┘ ``` --- ## Entity Box Format Each object box contains: ``` ┌─────────────────────────┐ │ Opportunity │ ← Bold logical name (larger font) │ Opportunity │ ← API name (smaller, italic, gray) │ • Name │ ← Key field 1 with bullet │ • Amount │ ← Key field 2 with bullet │ • Close Date │ ← Key field 3 with bullet │ • StageName │ ← Key field 4 (optional) └─────────────────────────┘ ``` ### Recommended Fields by Object | Object | Key Fields | |--------|------------| | Account | Account Number, Name, Industry, Type | | Contact | Name, Email, Title, Phone | | Lead | Name, Company, Status, Rating | | Opportunity | Name, Amount, Close Date, StageName | | Campaign | Name, Type, Status, StartDate | | Case | CaseNumber, Type, Priority, Status | | Quote | Name, ExpirationDate, Status | | Order | OrderNumber, EffectiveDate, Status | | Product2 | Name, ProductCode, IsActive | --- ## Relationship Line Labels **Always include descriptive text labels on relationship lines.** | Relationship Type | Label Examples | |-------------------|----------------| | Parent-Child | "child of", "parent of" | | Lookup | "related to" | | Junction | "member of", "participant in" | | Conversion | "converts to", "promoted to" | | Association | "assigned to", "owned by" | ### Line Styling | Property | Value | |----------|-------| | Stroke width | 1-2px | | Color | Black (`#000000`) | | Direction | Straight horizontal or vertical only (NO diagonals) | | Crow's foot | On "many" side of relationship | | Bar | On "one" side (required) | | Circle + Bar | On "one" side (optional) | --- ## Master Prompt Template Use this template when generating ERDs: ``` Create a Salesforce [CLOUD_NAME] ERD in the EXACT architect.salesforce.com style: PAGE TITLE (very top, large bold text): '[Cloud Name] Overview Data Model' HEADER SECTION (below title): - Left: Salesforce cloud logo + '[CLOUD_NAME] Overview' in dark [COLOR] (#[HEX]) banner box - Center: LEGEND with 'ENTITIES' section showing: * Cloud Entity box (dark [COLOR] border, light [COLOR] ~25% opacity fill) * Related Entity box (dark border, lighter fill) * External Entity box (black border, white fill) - Right: 'RELATIONSHIPS' section showing notation symbols BOX STYLING - CRITICAL: - DARK BORDER: Solid 2px border in dark [COLOR] (#[HEX]) - LIGHT TRANSLUCENT FILL: Same [COLOR] hue at ~25% opacity - Rounded corners (8-12px radius) - Text in dark gray/black on the light fill ENTITY BOX FORMAT: ┌─────────────────────────┐ │ Logical Name │ (Bold, larger) │ APIName │ (Smaller, italic, gray) │ • Field1 │ (Bullet points) │ • Field2 │ └─────────────────────────┘ OBJECTS TO INCLUDE: [List objects with their fields] RELATIONSHIP LINES: - Thin black lines with text labels ON the lines - 'child of' / 'parent of' / 'related to' labels - Crow's foot on many side, bar on one side - STRAIGHT LINES ONLY (horizontal and vertical) FOOTER: Left: '©[YEAR] Salesforce - Subject to change without notice' Right: 'Last modified: [DATE]' CRITICAL: Dark [COLOR] borders with LIGHT translucent [COLOR] fill. ``` --- ## Cloud-Specific Templates ### Sales Cloud ``` COLOR: Teal #0B827C OBJECTS: Lead, Account, Contact, Opportunity, Campaign, CampaignMember, Quote, Order, Product2, PricebookEntry, Territory ``` ### Service Cloud ``` COLOR: Magenta #9E2A7D OBJECTS: Case, Knowledge, KnowledgeArticle, Entitlement, Asset, ServiceContract, WorkOrder, Swarm, Incident, Problem ``` ### Platform (Generic) ``` COLOR: Purple #5A67D8 OBJECTS: Account, Contact, User, Custom Objects ``` --- ## Quick Reference Checklist ``` ARCHITECT.SALESFORCE.COM ERD CHECKLIST ═══════════════════════════════════════ ☐ Page title at very top ("[Cloud] Overview Data Model") ☐ Header banner with Salesforce logo + "[CLOUD] Overview" ☐ Legend bar (ENTITIES + RELATIONSHIPS sections) ☐ DARK border in cloud's brand color ☐ LIGHT translucent fill (~25% opacity) ☐ Entity boxes: Name + API Name + bullet fields ☐ Labeled relationship lines ("child of", "related to") ☐ Crow's foot notation for many-side ☐ Straight lines only (no diagonals) ☐ Footer with copyright + last modified date ☐ Clean white background ``` --- ## Version History | Version | Changes | |---------|---------| | 1.0 | Initial version with Sales Cloud, Service Cloud, Platform styles |