Registry packagePublic
@pasar6987/sf-financial-services-financial-deal
Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.
OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 12 datasets / 14 measures in the latest preview · Updated Mar 11, 2026
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Datasets
12Measures
14Dimensions
97Relationships
0AI Context
1VersionpublishedSearch IndexindexedSummaryready
Showing datasets 12 / 12
| Model path | Dataset | Measures | Dimensions | Relationships | AI Context | |
|---|---|---|---|---|---|---|
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDeal | 5 | 16 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealAsset | 1 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealBid | 1 | 7 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealInteraction | 0 | 6 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealParticipant | 0 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealParty | 0 | 11 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialDealProduct | 1 | 6 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialGoal | 4 | 16 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialGoalFunding | 1 | 2 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialGoalParty | 0 | 3 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinancialPlan | 1 | 8 | 0 | Yes | |
| models/sf-financial-services-financial-deal.osi.yaml | FinclDealInteractionSummary | 0 | 6 | 0 | Yes |