Format
OSI
Registry packagePublic
@pasar6987/sf-financial-services-interaction
Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.
OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 7 datasets / 0 measures in the latest preview · Updated Mar 11, 2026
Snapshot
Registry facts before deep inspection
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Latest release
1.0.1Published Mar 4, 2026
Origin
Native (downloadable)Managed directly in rawctx
Installability
DownloadableDirect rawctx snapshot download
Domain
crm
Source
Owner
@pasar6987Organization
Independent
Repository
Not linked
License
MIT
Visibility
Public
Tags
Schema preview
OSI 1.0
Model preview
Structure before documentation
Preview the package footprint first, then open the dedicated explorer if you need field-level inspection.
models/sf-financial-services-interaction.osi.yamlAI context included
7 datasets0 measures68 dimensions0 relationships
README
Package narrative and examples
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@pasar6987/sf-financial-services-interaction
Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.
Overview
| Count | |
|---|---|
| Objects (Datasets) | 7 |
| Dimensions | 68 |
| Measures | 0 |
| Relationships | 0 |
Objects
- Interaction — Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner.
- InteractionAttendee — Represents an attendee of an interaction.
- InteractionParticipant — Represents a user or User Group with whom the interaction is shared.
- InteractionRelatedAccount — Represents a junction between an interaction and account that's related to that interaction.
- InteractionSumDiscussedAccount — Represents information about the companies discussed in an interaction.
- InteractionSummary — Represents the summary of an interaction, including confidentiality information.
- InteractionSummaryParticipant — Represents a user with whom an interaction summary is shared.
Install
rawctx snapshot-download @pasar6987/sf-financial-services-interaction
Topology
Semantic graph
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Semantic Graph
Datasets 0 / Measures 0 / Dimensions 0 / Relationships 0
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