Sales Cloud Data Model Template

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

Objects Included

Object	Type	Description
Account	STD	Companies and organizations
Contact	STD	People associated with accounts
Lead	STD	Potential customers
Opportunity	STD	Sales deals and revenue
OpportunityLineItem	STD	Products on opportunities
Product2	STD	Product catalog
Campaign	STD	Marketing campaigns
CampaignMember	STD	Campaign responses

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects Account,Contact,Lead,Opportunity,Product2,Campaign \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

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

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

    %% Product Objects
    Product2["Product2<br/>(count)"]
    OLI["OpportunityLineItem<br/>(count)"]

    %% Campaign Objects
    Campaign["Campaign<br/>(count)"]
    CampaignMember["CampaignMember<br/>(count)"]

    %% Relationships - Lead Conversion
    Lead -.->|"converts"| Account
    Lead -.->|"converts"| Contact

    %% Relationships - Account to children
    Account -->|"LK"| Contact
    Account -->|"LK"| Opportunity

    %% Relationships - Opportunity
    Opportunity ==>|"MD"| OLI
    Product2 -->|"LK"| OLI
    Contact -->|"LK"| Opportunity

    %% Relationships - Campaign
    Campaign ==>|"MD"| CampaignMember
    Lead -->|"LK"| CampaignMember
    Contact -->|"LK"| CampaignMember
    Campaign -->|"LK"| Opportunity

    %% Standard Objects - Sky Blue
    style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Campaign fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CampaignMember fill:#bae6fd,stroke:#0369a1,color:#1f2937

Simplified Version (Core Objects Only)

For presentations focusing on core sales flow:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Lead["Lead"]
    Account["Account"]
    Contact["Contact"]
    Opportunity["Opportunity"]

    Lead -.->|"converts"| Account
    Lead -.->|"converts"| Contact
    Account -->|"LK"| Contact
    Account -->|"LK"| Opportunity
    Contact -->|"LK"| Opportunity

    style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

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

┌──────────┐          ┌──────────┐          ┌──────────────┐
│   LEAD   │··········│ ACCOUNT  │── LK ───>│   CONTACT    │
│ (count)  │ converts │ (count)  │          │   (count)    │
└────┬─────┘          └────┬─────┘          └──────┬───────┘
     │                     │                       │
     │ converts            │ LK                    │ LK
     │                     ▼                       ▼
     │                ┌──────────────┐       ┌─────────────────┐
     └───────────────>│ OPPORTUNITY  │<──────│  (via OCR)      │
                      │   (count)    │       └─────────────────┘
                      └──────┬───────┘
                             │ MD
                             ▼
                      ┌──────────────────────┐
                      │ OPPORTUNITY_LINE_ITEM│◄── LK ──┌───────────┐
                      │      (count)         │         │ PRODUCT2  │
                      └──────────────────────┘         │  (count)  │
                                                       └───────────┘

┌──────────┐          ┌─────────────────┐
│ CAMPAIGN │═══ MD ══>│ CAMPAIGN_MEMBER │
│ (count)  │          │    (count)      │
└──────────┘          └─────────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
Account	Contact	LK	Optional parent
Account	Opportunity	LK	Optional parent
Opportunity	OpportunityLineItem	MD	Cascade delete
Product2	OpportunityLineItem	LK	Optional parent
Campaign	CampaignMember	MD	Cascade delete
Campaign	Opportunity	LK	Primary campaign source
Lead	(converts to)	-	Account + Contact created

Adding Custom Objects

Use orange styling for custom objects:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Account["Account<br/>(317)"]
    Invoice["Invoice__c<br/>(1,200)"]

    Account ==>|"MD"| Invoice

    %% Standard - Sky Blue
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    %% Custom - Orange
    style Invoice fill:#fed7aa,stroke:#c2410c,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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