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Account
Account
Expansion_Opportunity__c
Expansion Opportunity
+!!Expansion Opportunity Name!!Name
-!!Account!!Account__c
-!!Active!!Is_Active__c
-!!Description!!Description__c
-!!Expansion Opportunity Owner!!Expansion_Opportunity_Owner__c
-!!Objective!!Objective__c
#!!Owner is Current User!!Is_Owner_Current_User__c
-!!Predicted Value!!Predicted_Value__c
-!!Status!!Status__c
-!!Success Plan!!Success_Plan__c
Expansion_Opportunity__c->Account
Objective__c
Objective
+!!Objective Name!!Name
-!!Category!!Category__c
#!!DEPRECATED: Account!!Account__c
-!!End Date!!End_Date__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Objective Owner!!Objective_Owner__c
-!!Objective Type!!Objective_Type__c
-!!Opportunity!!Opportunity__c
#!!Owner is Current User!!Is_Current_User__c
-!!Parent Account!!Parent_Account__c
-!!Priority!!Priority__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Success Criteria!!Success_Criteria__c
-!!Success Plan!!Success_Plan__c
-!!Summary!!Summary__c
-!!Template!!Is_Template__c
Expansion_Opportunity__c->Objective__c
Success_Plan__c
Success Plan
+!!Success Plan Name!!Name
-!!Account!!Account__c
#!!Annual Revenue!!Annual_Revenue__c
-!!Challenges and Risks!!Challenges_and_Risks__c
-!!Effective Date!!Effective_Date__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Last Business Review!!Last_Business_Review__c
-!!Next Business Review!!Next_Business_Review__c
-!!Opportunity!!Opportunity__c
#!!Owner is Current User!!Is_Current_User__c
-!!Region!!Region__c
-!!Role!!Role__c
-!!Status!!Status__c
-!!Success Plan Owner!!Success_Plan_Owner__c
-!!Summary!!Summary__c
-!!Template!!Is_Template__c
Expansion_Opportunity__c->Success_Plan__c
Expansion_Opportunity_Instance__c
Expansion Opportunity Instance
+!!Expansion Opportunity Instance ID!!Name
-!!Expansion Opportunity!!Expansion_Opportunity__c
-!!Opportunity!!Opportunity__c
#!!Opportunity Amount!!Opportunity_Amount__c
#!!Opportunity Close Date!!Opportunity_Close_Date__c
#!!Opportunity Owner Name!!Opportunity_Owner_Name__c
#!!Opportunity Stage!!Opportunity_Stage__c
Expansion_Opportunity_Instance__c->Expansion_Opportunity__c
Opportunity
Opportunity
Expansion_Opportunity_Instance__c->Opportunity
Expansion_Opportunity_Product__c
Expansion Opportunity Product
+!!Expansion Opportunity Product ID!!Name
-!!Expansion Opportunity!!Expansion_Opportunity__c
-!!Product!!Product__c
Expansion_Opportunity_Product__c->Expansion_Opportunity__c
Product2
Product2
Expansion_Opportunity_Product__c->Product2
Objective__c->Account
Objective__c->Opportunity
Objective__c->Success_Plan__c
Playbook__c
Playbook
+!!Playbook Name!!Name
-!!Account!!Account__c
-!!Active!!Is_Active__c
-!!Completed!!Completed__c
-!!Description!!Description__c
#!!Duration (Days)!!Duration_Days__c
-!!End Date!!End_Date__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Expansion Opportunity!!Expansion_Opportunity__c
-!!Objective!!Objective__c
#!!Owner is Current User!!Is_Current_User__c
-!!Playbook Owner!!Playbook_Owner__c
-!!Playbook Status!!Playbook_Status__c
#!!Playbook Status!!Status_Visual__c
-!!Region!!Region__c
-!!Role!!Role__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Success Plan!!Parent_Success_Plan__c
-!!Team!!Team__c
-!!Template!!Is_Template__c
Playbook__c->Account
Playbook__c->Expansion_Opportunity__c
Playbook__c->Objective__c
Playbook__c->Success_Plan__c
Success_Plan__c->Account
Success_Plan__c->Opportunity
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