tools-only 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 ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/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