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278 lines
9.9 KiB
Markdown
278 lines
9.9 KiB
Markdown
# Quote & Order Data Model Template
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Pre-built data model for Salesforce Quotes and Orders using `flowchart LR` format with color coding and relationship indicators.
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## Objects Included
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| Object | Type | Description |
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|--------|------|-------------|
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| Opportunity | STD | Sales deals |
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| Quote | STD | Price quotes |
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| QuoteLineItem | STD | Quote products |
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| Order | STD | Customer orders |
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| OrderItem | STD | Order products |
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| Product2 | STD | Product catalog |
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| PricebookEntry | STD | Product prices |
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| Pricebook2 | STD | Price lists |
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| Contract | STD | Customer contracts |
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---
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## Query Org Metadata (Recommended)
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Enrich diagram with live org data:
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```bash
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python3 ../../scripts/query-org-metadata.py \
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--objects Opportunity,Quote,QuoteLineItem,Order,OrderItem,Product2,Contract \
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--target-org myorg
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```
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---
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## Mermaid Template (Preferred)
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Left-to-right flowchart with color coding.
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```mermaid
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%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
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flowchart LR
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%% ═══════════════════════════════════════════════════════════════
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%% QUOTE & ORDER DATA MODEL
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%% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
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%% Colors: Blue = Standard, Orange = Custom, Green = External
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%% ═══════════════════════════════════════════════════════════════
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%% Product Catalog
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Pricebook2["Pricebook2<br/>(count)"]
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Product2["Product2<br/>(count)"]
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PBE["PricebookEntry<br/>(count)"]
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%% Quote Objects
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Opportunity["Opportunity<br/>(count)"]
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Quote["Quote<br/>(count)"]
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QLI["QuoteLineItem<br/>(count)"]
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%% Order Objects
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Order["Order<br/>(count)"]
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OrderItem["OrderItem<br/>(count)"]
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Contract["Contract<br/>(count)"]
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%% Account
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Account["Account<br/>(count)"]
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%% Product Catalog Relationships
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Pricebook2 ==>|"MD"| PBE
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Product2 -->|"LK"| PBE
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%% Quote Relationships
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Opportunity ==>|"MD"| Quote
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Quote ==>|"MD"| QLI
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PBE -->|"LK"| QLI
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Product2 -->|"LK"| QLI
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Pricebook2 -->|"LK"| Quote
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%% Order Relationships
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Account -->|"LK"| Order
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Contract -->|"LK"| Order
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Quote -->|"LK"| Order
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Order ==>|"MD"| OrderItem
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PBE -->|"LK"| OrderItem
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Product2 -->|"LK"| OrderItem
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Pricebook2 -->|"LK"| Order
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%% Contract
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Account -->|"LK"| Contract
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%% Standard Objects - Sky Blue
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style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
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```
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---
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## Key Concepts
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### Quote-to-Cash Flow
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```text
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Opportunity → Quote → Order → Invoice → Payment
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↓ ↓ ↓
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OLI QLI OrderItem
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```
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### Synced Quote
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- One Quote per Opportunity can be marked as **Synced**
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- Synced Quote copies line items to OpportunityLineItems
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- `IsSyncing = true` on Synced Quote
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### Quote to Order Conversion
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| Action | Result |
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|--------|--------|
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| Create Order from Quote | Creates Order + OrderItems |
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| Quote.OrderId | Links Quote to created Order |
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| Reduction Orders | Negative quantity adjustments |
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### Pricebook Structure
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```text
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Pricebook2 (Standard + Custom)
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↓
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PricebookEntry (Product + Price per Pricebook)
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↓
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Product2 (Catalog)
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```
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---
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## Simplified Version (Core Flow)
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For presentations focusing on Quote-to-Order flow:
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```mermaid
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%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
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flowchart LR
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Opportunity["Opportunity"]
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Quote["Quote"]
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Order["Order"]
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Contract["Contract"]
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Opportunity ==>|"MD"| Quote
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Quote -->|"creates"| Order
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Contract -->|"LK"| Order
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style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
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```
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---
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## Product Catalog Detail
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```mermaid
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%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
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flowchart LR
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Pricebook2["Pricebook2<br/>(Standard + Custom)"]
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Product2["Product2<br/>(Catalog)"]
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PBE["PricebookEntry<br/>(Price per Book)"]
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Pricebook2 ==>|"MD"| PBE
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Product2 -->|"LK"| PBE
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style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
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```
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---
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## ASCII Fallback
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```text
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┌─────────────────────────────────────────────────────────────────────────────┐
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│ QUOTE & ORDER DATA MODEL (L→R) │
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│ Legend: LK = Lookup (-->), MD = Master-Detail (==>) │
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└─────────────────────────────────────────────────────────────────────────────┘
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PRODUCT CATALOG QUOTE FLOW
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┌──────────────┐ ┌─────────────────┐ ┌──────────────┐
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│ PRICEBOOK2 │═══ MD ═>│ PRICEBOOKENTRY │ │ OPPORTUNITY │
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│ (count) │ │ (count) │ │ (count) │
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└──────────────┘ └────────┬────────┘ └──────┬───────┘
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│ │ MD
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│ LK ▼
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┌──────────────┐ │ ┌──────────────┐
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│ PRODUCT2 │─────── LK ───────┤ │ QUOTE │
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│ (count) │ │ │ (count) │
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└──────────────┘ │ └──────┬───────┘
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│ │ │ MD
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│ │ ▼
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│ │ ┌──────────────┐
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└────────── LK ────────────┼─────────────────>│QUOTELINEITEM │
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└─────── LK ──────>│ (count) │
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└──────────────┘
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ORDER FLOW
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┌──────────────┐ ┌──────────────┐ ┌──────────────┐
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│ ACCOUNT │── LK ──>│ ORDER │═══ MD ═>│ ORDERITEM │
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│ (count) │ │ (count) │ │ (count) │
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└──────────────┘ └──────┬───────┘ └──────────────┘
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│
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┌──────────────┐ │
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│ CONTRACT │────── LK ──────┘
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│ (count) │
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└──────────────┘
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```
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---
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## Key Relationships Summary
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| Parent | Child | Type | Behavior |
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|--------|-------|------|----------|
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| Opportunity | Quote | MD | Cascade delete |
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| Quote | QuoteLineItem | MD | Cascade delete |
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| Order | OrderItem | MD | Cascade delete |
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| Pricebook2 | PricebookEntry | MD | Cascade delete |
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| Product2 | PricebookEntry | LK | Product reference |
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| PricebookEntry | QuoteLineItem | LK | Price reference |
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| PricebookEntry | OrderItem | LK | Price reference |
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| Account | Order | LK | Customer |
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| Contract | Order | LK | Contract reference |
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| Quote | Order | LK | Source quote |
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---
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## Limits & Considerations
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| Limit | Value |
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|-------|-------|
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| Quotes per Opportunity | Unlimited (1 synced) |
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| QuoteLineItems per Quote | 200 (configurable) |
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| Orders per Account | Unlimited |
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| OrderItems per Order | 200 (configurable) |
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| Custom Pricebooks | Unlimited |
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| Products | 5 million (LDV) |
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---
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## Contract-Based Orders
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For orgs using Contracts with Orders:
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```mermaid
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%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
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flowchart LR
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Account["Account"]
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Contract["Contract"]
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Order["Order"]
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ReductionOrder["Order<br/>(Reduction)"]
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Account -->|"LK"| Contract
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Contract -->|"LK"| Order
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Order -.->|"reduces"| ReductionOrder
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style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
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style ReductionOrder fill:#bae6fd,stroke:#0369a1,color:#1f2937
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```
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---
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## Best Practices
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1. **Use `flowchart LR`** - Left-to-right flow for readability
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2. **Keep objects simple** - Name + record count only
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3. **Replace `(count)` placeholders** - With actual counts from query
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4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
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5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External
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