Productivity tool for Salesforce admins and devs Share or collaborate on Explorer resources:
This repository provides templates exploring various Salesforce clouds and capabilities. Each template is self-contained and can be shared.
Key Capabilities:
- Open and read diagrams without needing to be connected to an org
- View custom attributes when opened in context to your org
- Select a user and analyze the associated security model
- Add your own objects and customize templates
- Share your own specific templates with others
These diagrams serve as comprehensive data models and relationship diagrams for different Salesforce use cases, helping you understand the object structure and relationships within each domain.
Collaboration: This repository is designed for collaboration - feel free to share concepts, contribute new diagrams, or suggest other Salesforce clouds not yet covered here.
| Board | Description | Objects | File | Open Board | Draw.io |
|---|---|---|---|---|---|
| ☁️ Sales Cloud | Complete sales data model with leads, opportunities, and forecasting | 14 | salescloud.json | 🔗 Open | 📊 Open |
| ☁️ Service Cloud | From case to entitlements | 19 | serviceCloud.json | 🔗 Open | 📊 Open |
| 📦 RCA: Product Catalog | Product management and catalog systems | 14 | productCatalog.json | 🔗 Open | 📊 Open |
| 💰 RCA: Invoicing Data Model | Financial management and billing systems | 15 | billingAccounting.json | 🔗 Open | 📊 Open |
| 🛡️ FSC: Insurance Data Model | Insurance policy management | 22 | insurancePolicy.json | 🔗 Open | 📊 Open |
| 🔍 FSC: Know Your Customer | Customer verification and compliance | 9 | kyc.json | 🔗 Open | 📊 Open |
| 🔧 FSL: Core Data Model | Field service management and operations | 15 | fieldService.json | 🔗 Open | 📊 Open |
| 📅 Scheduler | Appointment scheduling, work types, and resource management | 16 | scheduler.json | 🔗 Open | 📊 Open |
| ⚡ EUC: Core Data Model | Energy&Utility Cloud now on Core | 10 | euc.json | 🔗 Open | 📊 Open |
| 🔒 Shield: Available Events | Discover the 40 available event and examples of how to leverage them | 37 | shield.json | 🔗 Open | 📊 Open |
| 🔐 Security Model | Comprehensive security covering users, profiles, permissions, and roles | 19 | security.json | 🔗 Open | 📊 Open |
| ☁️ Data Cloud: SSOT Model | SSOT Data Model | 7 | datacloud.json | 🔗 Open | 📊 Open |
| ⚙️ Business Rule Engine | Business rule management | 13 | businessRuleEngine.json | 🔗 Open | 📊 Open |
| 🎯 Discovery Framework | Assessment and discovery framework for org analysis | 17 | discoveryFramework.json | 🔗 Open | 📊 Open |
| 📋 Action Plan | Action plan data model with templates and task management | 7 | actionPlan.json | 🔗 Open | 📊 Open |
| 🤖 Agentforce | Agent productivity and management tools | 14 | agentForce.json | 🔗 Open | 📊 Open |
| 🤖 Agentforce Feedback | Understand and analyze your Einstein generative AI audit and feedback data | 13 | agentfeedback.json | 🔗 Open | 📊 Open |
| 🤖 Agent Interactions | Agent interaction tracking and conversation management | - | agentInteractions.json | 🔗 Open | 📊 Open |
This repository includes reusable npm packages for working with Salesforce data models:
The source package containing all 17+ Salesforce data models as importable npm modules. Use this package to:
- Load pre-built Salesforce ERD models (Service Cloud, Sales Cloud, Revenue Cloud, etc.)
- Filter and search models by category, complexity, or tags
- Get featured models or browse by industry cloud
- Zero dependencies, full TypeScript support
import { erdModels, getFeaturedERDs } from '@sf-explorer/salesforce-data-models';
// Load a specific model
const serviceCloud = erdModels.find(m => m.value === 'serviceCloud');
const data = await serviceCloud.content();
// Get featured models
const featured = getFeaturedERDs();
Convert SF Explorer board templates to Draw.io (diagrams.net) XML format with full visual fidelity.
Transform SF Explorer board templates into DrawDB schema format for database design tools.
See the packages directory for detailed documentation on each package.