---
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title: Financial Deal Management Data Model
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/diagrams/guides/data-models/financial-services-cloud/financial-deal-management.md
canonical_url: https://developer.salesforce.com/docs/platform/data-models/guide/financial-deal-management.html
source_site: developer.salesforce.com
content_type: documentation
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  - Data Model Gallery
  - Salesforce Diagrams
---
# Financial Deal Management Data Model

Entities and relationships used for tracking and managing a financial deal lifecycle with compliant sharing based on role hierarchies.

![Data model diagram for Financial Deal Management](https://developer.salesforce.com/media/fsc-financial-deal-management-042826.png)

_To view a higher-resolution version of this diagram, right-click (or Control-click on Mac) and select "Open Image in New Tab."_

[Customizable Lucidchart Template](https://lucid.app/lucidchart/editNewOrRegister/5b92048a-63a8-40db-bcac-48509c41160e)

## Entities/Objects Included

Account, Asset, Financial Deal, Financial Deal Asset, Financial Deal Bid, Financial Deal Interaction, Financial Deal Interaction Summary, Financial Deal Participant, Financial Deal Party, Financial Deal Product, Group, Interaction, Interaction Attendees, Interaction Related Account, Interaction Summary Discussed Account, Opportunity, Partner Account, Participant Role, Product, User

## More Info

- [Data Model Overview](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_data_model_diagram.htm&type=5)
- [Financial Services](https://help.salesforce.com/s/articleView?id=ind.fsc_admin.htm&type=5)

## How Do I Read These Diagrams?

See [Salesforce Data Model Notation](/docs/platform/data-models/guide/salesforce-data-model-notation.md).