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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.

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

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Models
1
Datasets
7
Measures
0
Dimensions
68
Relationships
0
AI Context
1
VersionpublishedSearch IndexindexedSummaryready

Showing datasets 7 / 7

Model pathDatasetMeasuresDimensionsRelationshipsAI Context
models/sf-financial-services-interaction.osi.yamlInteraction0130Yes
models/sf-financial-services-interaction.osi.yamlInteractionAttendee0120Yes
models/sf-financial-services-interaction.osi.yamlInteractionParticipant080Yes
models/sf-financial-services-interaction.osi.yamlInteractionRelatedAccount070Yes
models/sf-financial-services-interaction.osi.yamlInteractionSumDiscussedAccount060Yes
models/sf-financial-services-interaction.osi.yamlInteractionSummary0140Yes
models/sf-financial-services-interaction.osi.yamlInteractionSummaryParticipant080Yes