Party Model (Industry Cloud) Data Model Template

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

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/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

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

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

Limits & Considerations

Industry Cloud Packages

Best Practices

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