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Add commercial-identity-nuance-settlement.md resolving control_basis, binding_trigger, cross-registry Synonymity strengths, OPI branch modeling, escrow commitment type, reputation portability, payment edge cases, CRM renewal rules, Person Account adapters, and eIDAS wallet scope. Update canon, OpenQuestions, and all commercial-identity source notes.
94 lines
4.4 KiB
Markdown
94 lines
4.4 KiB
Markdown
# Salesforce CRM Commercial Record Model
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## Source Type
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Product data model reference. Salesforce Account, Contact, Lead, and B2B relationship patterns.
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## Domain
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CRM, sales operations, commercial customer records, and B2B account hierarchies.
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## Why This Source Matters
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Salesforce **Account** is the archetypal **commercial record** in enterprise software:
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a company or household you sell to, distinct from **Contact** (people) and **User**
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(login). It operationalizes commercial identity separate from authentication.
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## Key Concepts
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- **Account**: company, household, or partner organization in CRM; core commercial record.
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- **Contact**: person associated with accounts; human relationship endpoint.
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- **Lead**: unqualified prospect before conversion to Account/Contact.
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- **Opportunity**: potential revenue deal tied to Account.
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- **Account hierarchy**: parent-child account relationships (global HQ → subsidiaries).
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- **Account-Contact Relationship**: many-to-many person-to-account roles (ACR).
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- **Person Account**: B2C pattern merging person and account for individual consumers.
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- **Partner / Customer / Competitor**: account type labels for commercial role hints.
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- **User (Salesforce)**: internal login for CRM operators, not customer identity.
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## Relevant Terminology
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| Term | Source meaning |
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| --- | --- |
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| Account | CRM commercial entity record. |
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| Contact | Person linked to accounts. |
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| Lead | Pre-qualification prospect. |
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| ACR | Account-Contact Relationship with roles. |
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| Account hierarchy | Parent/child commercial structure. |
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| Person Account | B2C combined person+account pattern. |
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| Customer account (informal) | Often means CRM Account object. |
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## Modeling Assumptions
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- **Commercial party (Account) ≠ login User**; sales data outlives individual logins.
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- **Multiple contacts** represent people acting for commercial account (agency in practice).
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- **Hierarchy models corporate structure** for roll-up revenue and ownership context.
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- **Lead → Account conversion** is fluid-to-bound transition in commercial funnel.
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- **Person Account** blurs person/account boundary for B2C — convenient but risky for canon purity.
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- **Account type** hints customer/vendor/partner but is not authorization.
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## Identity-Canon Implications
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- Salesforce **Account** maps to **Commercial Record** linked to **Organization**
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(B2B) or **Natural Person** (person account).
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- **Contact** maps to **Natural Person** + **Affiliation** or **Representation** to Organization.
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- **ACR** maps to **Membership** or **Representation** with role metadata.
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- **Account hierarchy** maps to Organization parent/child structural relationships.
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- **Lead** maps to provisional Identity/Commercial prospect with weak evidence until conversion.
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- **User** maps to internal **Account** (employee), not customer.
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- Validates Commercial Record concept from Customer Account resolution work.
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## Terminology Conflicts
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- **Account (CRM)** vs. **Account (login)**: Salesforce naming collision.
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- **Customer account** language vs. **Account object**: product uses Account for all.
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- **Person Account** vs. **P2 separation**: B2C shortcut vs. canon layers.
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## Candidate Canonical Mappings
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| Salesforce concept | Candidate canonical concept |
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| --- | --- |
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| Account (B2B) | Commercial Record + Organization |
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| Contact | Natural Person |
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| Account-Contact Relationship | Affiliation / Representation |
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| Account hierarchy | Organization structure Relationship |
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| Lead | Prospective Commercial Record (weak) |
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| Opportunity | Pipeline Pursuit (promotes to Commercial Commitment on binding trigger) |
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| User | Account (internal operator) |
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| Person Account | Commercial Record + Natural Person (combined projection) |
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## Open Questions
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*(none — settled in `commercial-identity-nuance-settlement.md`)*
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## Settled
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- Opportunity → **Pipeline Pursuit**; binding triggers and renewal/amendment rules.
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- Person Account → split Natural Person + Commercial Record; adapter `projection_mode`
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only on export.
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## References
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- Salesforce Account object reference — https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm
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- Shellblack, Leads vs Account and Contacts — https://www.shellblack.com/whiteboard/overview-of-leads-account-and-contacts-the-salesforce-data-model/
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- SalesforceBen, Account best practices — https://www.salesforceben.com/best-practices-salesforce-account-object/ |