Quote & Order Data Model Template

Pre-built data model for Salesforce Quotes and Orders using flowchart LR format with color coding and relationship indicators.

Objects Included

Object	Type	Description
Opportunity	STD	Sales deals
Quote	STD	Price quotes
QuoteLineItem	STD	Quote products
Order	STD	Customer orders
OrderItem	STD	Order products
Product2	STD	Product catalog
PricebookEntry	STD	Product prices
Pricebook2	STD	Price lists
Contract	STD	Customer contracts

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects Opportunity,Quote,QuoteLineItem,Order,OrderItem,Product2,Contract \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% QUOTE & ORDER DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Product Catalog
    Pricebook2["Pricebook2<br/>(count)"]
    Product2["Product2<br/>(count)"]
    PBE["PricebookEntry<br/>(count)"]

    %% Quote Objects
    Opportunity["Opportunity<br/>(count)"]
    Quote["Quote<br/>(count)"]
    QLI["QuoteLineItem<br/>(count)"]

    %% Order Objects
    Order["Order<br/>(count)"]
    OrderItem["OrderItem<br/>(count)"]
    Contract["Contract<br/>(count)"]

    %% Account
    Account["Account<br/>(count)"]

    %% Product Catalog Relationships
    Pricebook2 ==>|"MD"| PBE
    Product2 -->|"LK"| PBE

    %% Quote Relationships
    Opportunity ==>|"MD"| Quote
    Quote ==>|"MD"| QLI
    PBE -->|"LK"| QLI
    Product2 -->|"LK"| QLI
    Pricebook2 -->|"LK"| Quote

    %% Order Relationships
    Account -->|"LK"| Order
    Contract -->|"LK"| Order
    Quote -->|"LK"| Order
    Order ==>|"MD"| OrderItem
    PBE -->|"LK"| OrderItem
    Product2 -->|"LK"| OrderItem
    Pricebook2 -->|"LK"| Order

    %% Contract
    Account -->|"LK"| Contract

    %% Standard Objects - Sky Blue
    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity 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 Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Quote-to-Cash Flow

Opportunity → Quote → Order → Invoice → Payment
      ↓          ↓        ↓
    OLI        QLI   OrderItem

Synced Quote

One Quote per Opportunity can be marked as Synced
Synced Quote copies line items to OpportunityLineItems
IsSyncing = true on Synced Quote

Quote to Order Conversion

Action	Result
Create Order from Quote	Creates Order + OrderItems
Quote.OrderId	Links Quote to created Order
Reduction Orders	Negative quantity adjustments

Pricebook Structure

Pricebook2 (Standard + Custom)
    ↓
PricebookEntry (Product + Price per Pricebook)
    ↓
Product2 (Catalog)

Simplified Version (Core Flow)

For presentations focusing on Quote-to-Order flow:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Opportunity["Opportunity"]
    Quote["Quote"]
    Order["Order"]
    Contract["Contract"]

    Opportunity ==>|"MD"| Quote
    Quote -->|"creates"| Order
    Contract -->|"LK"| Order

    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937

Product Catalog Detail

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Pricebook2["Pricebook2<br/>(Standard + Custom)"]
    Product2["Product2<br/>(Catalog)"]
    PBE["PricebookEntry<br/>(Price per Book)"]

    Pricebook2 ==>|"MD"| PBE
    Product2 -->|"LK"| PBE

    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  QUOTE & ORDER DATA MODEL (L→R)                                              │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

                 PRODUCT CATALOG                           QUOTE FLOW
┌──────────────┐         ┌─────────────────┐         ┌──────────────┐
│  PRICEBOOK2  │═══ MD ═>│ PRICEBOOKENTRY  │         │ OPPORTUNITY  │
│   (count)    │         │    (count)      │         │   (count)    │
└──────────────┘         └────────┬────────┘         └──────┬───────┘
                                  │                         │ MD
                                  │ LK                      ▼
┌──────────────┐                  │                  ┌──────────────┐
│   PRODUCT2   │─────── LK ───────┤                  │    QUOTE     │
│   (count)    │                  │                  │   (count)    │
└──────────────┘                  │                  └──────┬───────┘
       │                          │                         │ MD
       │                          │                         ▼
       │                          │                  ┌──────────────┐
       └────────── LK ────────────┼─────────────────>│QUOTELINEITEM │
                                  └─────── LK ──────>│   (count)    │
                                                     └──────────────┘

                                 ORDER FLOW
┌──────────────┐         ┌──────────────┐         ┌──────────────┐
│   ACCOUNT    │── LK ──>│    ORDER     │═══ MD ═>│  ORDERITEM   │
│   (count)    │         │   (count)    │         │   (count)    │
└──────────────┘         └──────┬───────┘         └──────────────┘
                                │
┌──────────────┐                │
│   CONTRACT   │────── LK ──────┘
│   (count)    │
└──────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
Opportunity	Quote	MD	Cascade delete
Quote	QuoteLineItem	MD	Cascade delete
Order	OrderItem	MD	Cascade delete
Pricebook2	PricebookEntry	MD	Cascade delete
Product2	PricebookEntry	LK	Product reference
PricebookEntry	QuoteLineItem	LK	Price reference
PricebookEntry	OrderItem	LK	Price reference
Account	Order	LK	Customer
Contract	Order	LK	Contract reference
Quote	Order	LK	Source quote

Limits & Considerations

Limit	Value
Quotes per Opportunity	Unlimited (1 synced)
QuoteLineItems per Quote	200 (configurable)
Orders per Account	Unlimited
OrderItems per Order	200 (configurable)
Custom Pricebooks	Unlimited
Products	5 million (LDV)

Contract-Based Orders

For orgs using Contracts with Orders:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Account["Account"]
    Contract["Contract"]
    Order["Order"]
    ReductionOrder["Order<br/>(Reduction)"]

    Account -->|"LK"| Contract
    Contract -->|"LK"| Order
    Order -.->|"reduces"| ReductionOrder

    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ReductionOrder fill:#bae6fd,stroke:#0369a1,color:#1f2937

Best Practices

Use flowchart LR - Left-to-right flow for readability
Keep objects simple - Name + record count only
Replace (count) placeholders - With actual counts from query
Add LDV indicator - For objects >2M records: LDV[~4M]
Color code object types - Blue=Standard, Orange=Custom, Green=External

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