The Sales Cloud Data Model

Sales CloudThe Sales Cloud Data ModelA developer's map of Sales Cloud: leads, accounts, contacts, person accounts, opportunities, products and price books, campaigns, quotes, contracts, orders, assets and the activity model, with the special behaviours that trip up code.Intermediate · about 75 minutesWhat you will learn

Draw the core Sales Cloud ERD from Lead through Opportunity, Quote, Order and Asset from memory

Explain how AccountContactRelation, Person Accounts and Shared Activities change the classic relationships and what that means for Apex and SOQL

Model products correctly with Product2, Pricebook2, PricebookEntry and OpportunityLineItem, including the standard price book rules

Use the key standard fields (StageName, ForecastCategoryName, IsWon, IsClosed, Probability) and the OpportunityStage metadata in code

Write SOQL that navigates the sales model in both directions, including polymorphic WhoId/WhatId

Handle CurrencyIsoCode, convertCurrency() and Advanced Currency Management in multi-currency orgs

Contents

The big picture

Leads: the top of the funnel

Accounts, contacts and their relationships

Opportunities: the heart of the pipeline

Products, price books and opportunity products

Campaigns and attribution

Quotes, contracts, orders and assets

The activity model

Navigating the model with SOQL

Multi-currency and Advanced Currency Management

Special behaviours cheat sheet

Worked example: an account 360 snapshot service

Best practices

Common pitfalls

Hands-on exercises

Key takeaways