Party Model (Industry Cloud) Data Model Template

Pre-built data model for Salesforce Party Model used in Industry Clouds (Financial Services Cloud, Health Cloud, etc.) using flowchart LR format with color coding.

Objects Included

Object	Type	Description
Account	STD	Person or Business accounts
Contact	STD	Individual contacts
AccountContactRelation	STD	Account-Contact junction (ACR)
AccountContactRole	STD	Role-based relationship
ContactContactRelation	Managed	Contact-to-Contact relationships
AccountAccountRelation	Managed	Account-to-Account relationships

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects Account,Contact,AccountContactRelation,AccountContactRole \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

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

    %% Core Party Objects
    Account["Account<br/>(count)"]
    Contact["Contact<br/>(count)"]

    %% Standard Relationships
    ACR["AccountContactRelation<br/>(count)"]
    ACRole["AccountContactRole<br/>(count)"]

    %% Industry Cloud Extensions (Managed)
    CCR["ContactContactRelation<br/>(count)"]
    AAR["AccountAccountRelation<br/>(count)"]

    %% Standard Account-Contact
    Account -->|"LK"| Contact
    Account -->|"LK"| ACR
    Contact -->|"LK"| ACR

    %% Opportunity Roles
    Account -->|"LK"| ACRole
    Contact -->|"LK"| ACRole

    %% Contact-to-Contact (FSC/Health)
    Contact -->|"LK"| CCR
    Contact -->|"RelatedContact"| CCR

    %% Account-to-Account (FSC/Health)
    Account -->|"LK"| AAR
    Account -->|"RelatedAccount"| AAR

    %% Standard Objects - Sky Blue
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ACR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ACRole fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CCR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style AAR fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Person Accounts vs Business Accounts

Type	RecordType	IsPersonAccount
Business	Business_Account	false
Person	Person_Account	true

Person Accounts merge Account + Contact into single record.

AccountContactRelation (ACR)

Indirect relationship between Account and Contact
Enables many-to-many Account↔Contact
Has Roles multi-select picklist
IsDirect flag indicates primary relationship

Industry Cloud Extensions

Object	Cloud	Purpose
ContactContactRelation	FSC, Health	Family/household relationships
AccountAccountRelation	FSC, Health	Business relationships
FinancialAccount	FSC	Financial accounts
HealthCloudGA__EhrPatient__c	Health	Patient records

Person Account Model

Shows Person Account relationships:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    PersonAccount["Account<br/>(IsPersonAccount=true)"]
    ACR["AccountContactRelation"]
    CCR["ContactContactRelation"]

    PersonAccount -->|"Indirect ACR"| ACR
    PersonAccount -->|"Person-to-Person"| CCR

    style PersonAccount fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ACR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CCR fill:#bae6fd,stroke:#0369a1,color:#1f2937

Financial Services Cloud Extension

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Account["Account<br/>(count)"]
    Contact["Contact<br/>(count)"]
    FinAcct["FinancialAccount<br/>(count)"]
    FinAcctRole["FinancialAccountRole<br/>(count)"]
    CCR["ContactContactRelation<br/>(count)"]

    Account -->|"LK"| FinAcct
    FinAcct ==>|"MD"| FinAcctRole
    Contact -->|"LK"| FinAcctRole
    Contact -->|"LK"| CCR

    %% Standard - Sky Blue
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937

    %% FSC Managed - Orange (treated as custom)
    style FinAcct fill:#fed7aa,stroke:#c2410c,color:#1f2937
    style FinAcctRole fill:#fed7aa,stroke:#c2410c,color:#1f2937
    style CCR fill:#fed7aa,stroke:#c2410c,color:#1f2937

ASCII Fallback

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

┌──────────────┐                              ┌──────────────────────────┐
│   ACCOUNT    │──────────── LK ─────────────>│ ACCOUNT_CONTACT_RELATION │
│   (count)    │                              │        (count)           │
└──────┬───────┘                              └────────────┬─────────────┘
       │                                                   │
       │ LK                                                │ LK
       ▼                                                   │
┌──────────────┐                                          │
│   CONTACT    │<─────────────────────────────────────────┘
│   (count)    │
└──────┬───────┘
       │
       │ LK (both sides)
       ▼
┌──────────────────────────┐
│ CONTACT_CONTACT_RELATION │  (FSC/Health Cloud)
│        (count)           │
└──────────────────────────┘

┌──────────────┐                              ┌──────────────────────────┐
│   ACCOUNT    │──────────── LK ─────────────>│ ACCOUNT_ACCOUNT_RELATION │
│   (parent)   │                              │        (count)           │
└──────────────┘                              └──────────────────────────┘
       ▲                                                   │
       └───────────────── RelatedAccount ──────────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
Account	Contact	LK	Primary account
Account	AccountContactRelation	LK	Indirect relationships
Contact	AccountContactRelation	LK	Indirect relationships
Account	AccountContactRole	LK	Opportunity roles
Contact	AccountContactRole	LK	Opportunity roles
Contact	ContactContactRelation	LK	Person-to-person
Account	AccountAccountRelation	LK	Business-to-business

Limits & Considerations

Limit	Value
ACR per Account	No hard limit
ACR per Contact	No hard limit
Roles per ACR	Multi-select (limited by picklist size)
Person Account fields	Merged Account + Contact fields

Industry Cloud Packages

Cloud	Key Objects
Financial Services	FinancialAccount, FinancialAccountRole, Securities, Holdings
Health Cloud	CarePlan, CareProgram, EhrPatient, Medication
Manufacturing	SalesAgreement, RebateProgram, VisitPlan
Consumer Goods	RetailStore, StoreProduct, Promotion

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/Managed, Green=External

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