afv-library/skills/external-diagram-visual-generate/references/architect-aesthetic-guide.md

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