tools-only Service Cloud Data Model Template
Pre-built data model for Salesforce Service Cloud using flowchart LR format with color coding and relationship indicators.
Objects Included
| Object | Type | Description |
|---|---|---|
| Account | STD | Customer accounts |
| Contact | STD | Customer contacts |
| Case | STD | Support cases/tickets |
| CaseComment | STD | Case comments |
| Entitlement | STD | Support entitlements |
| ServiceContract | STD | Service agreements |
| ContractLineItem | STD | Contract products |
| Asset | STD | Customer installed products |
| KnowledgeArticle | STD | Knowledge base articles |
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,Case,Entitlement,ServiceContract,Asset \
--target-org myorg
Mermaid Template (Preferred)
Left-to-right flowchart with color coding.
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
%% ═══════════════════════════════════════════════════════════════
%% SERVICE CLOUD DATA MODEL
%% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
%% Colors: Blue = Standard, Orange = Custom, Green = External
%% ═══════════════════════════════════════════════════════════════
%% Customer Objects
Account["Account<br/>(count)"]
Contact["Contact<br/>(count)"]
Asset["Asset<br/>(count)"]
%% Case Management
Case["Case<br/>(count)"]
CaseComment["CaseComment<br/>(count)"]
%% Entitlement Objects
Entitlement["Entitlement<br/>(count)"]
ServiceContract["ServiceContract<br/>(count)"]
CLI["ContractLineItem<br/>(count)"]
%% Knowledge
Knowledge["KnowledgeArticle<br/>(count)"]
%% Relationships - Customer to Case
Account -->|"LK"| Contact
Account -->|"LK"| Case
Contact -->|"LK"| Case
Account -->|"LK"| Asset
Asset -->|"LK"| Case
%% Relationships - Case internal
Case ==>|"MD"| CaseComment
Case -->|"LK"| Knowledge
%% Relationships - Entitlement
Entitlement -->|"LK"| Case
Account -->|"LK"| Entitlement
Account -->|"LK"| ServiceContract
ServiceContract -->|"LK"| Entitlement
ServiceContract ==>|"MD"| CLI
%% Standard Objects - Sky Blue
style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CaseComment fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
style ServiceContract fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Knowledge fill:#bae6fd,stroke:#0369a1,color:#1f2937
Simplified Version (Core Objects Only)
For presentations focusing on core service flow:
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Account["Account"]
Contact["Contact"]
Case["Case"]
Entitlement["Entitlement"]
Account -->|"LK"| Contact
Account -->|"LK"| Case
Contact -->|"LK"| Case
Entitlement -->|"LK"| Case
Account -->|"LK"| Entitlement
style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Entitlement fill:#bae6fd,stroke:#0369a1,color:#1f2937
ASCII Fallback
┌─────────────────────────────────────────────────────────────────────────────┐
│ SERVICE CLOUD DATA MODEL (L→R) │
│ Legend: LK = Lookup (-->), MD = Master-Detail (==>) │
└─────────────────────────────────────────────────────────────────────────────┘
┌──────────┐ ┌──────────┐ ┌──────────────┐
│ ACCOUNT │── LK ───>│ CONTACT │── LK ───>│ CASE │
│ (count) │ │ (count) │ │ (count) │
└────┬─────┘ └──────────┘ └──────┬───────┘
│ │
│ LK │ MD
▼ ▼
┌──────────────┐ ┌──────────────┐
│ ASSET │── LK ────────────────────>│ CASE_COMMENT │
│ (count) │ │ (count) │
└──────────────┘ └──────────────┘
┌──────────┐ ┌──────────────────┐ ┌───────────────────┐
│ ACCOUNT │── LK ───>│ SERVICE_CONTRACT │═══ MD ══>│ CONTRACT_LINE_ITEM│
│ │ │ (count) │ │ (count) │
└────┬─────┘ └────────┬─────────┘ └───────────────────┘
│ │
│ LK │ LK
▼ ▼
┌──────────────┐ ┌──────────────┐
│ ENTITLEMENT │◄───────│ │
│ (count) │ └──────────────┘
└──────────────┘
Key Relationships Summary
| Parent | Child | Type | Behavior |
|---|---|---|---|
| Account | Contact | LK | Customer contacts |
| Account | Case | LK | Customer cases |
| Contact | Case | LK | Reporter/requestor |
| Case | CaseComment | MD | Cascade delete |
| Entitlement | Case | LK | SLA coverage |
| Account | Entitlement | LK | Customer entitlements |
| ServiceContract | Entitlement | LK | Contract includes entitlements |
| ServiceContract | ContractLineItem | MD | Cascade delete |
| Account | Asset | LK | Customer installed products |
| Asset | Case | LK | Asset-related cases |
Service Cloud Patterns
Case Flow
Customer → Contact → Case → CaseComment
↓
Entitlement (SLA)
Entitlement Coverage
Account → ServiceContract → Entitlement → Case
└─────────────────────────────────────┘
(direct)
Adding Custom Objects
Use orange styling for custom objects:
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Case["Case<br/>(1,200)"]
Survey["Survey_Response__c<br/>(450)"]
Case -->|"LK"| Survey
%% Standard - Sky Blue
style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
%% Custom - Orange
style Survey 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