Object Model
Major object domains and relationships
CRM and Sales
| Domain | Objects |
|---|---|
| CRM | Lead, Account, Contact, Campaign, Opportunity, Task, Activity |
| Addresses | Address_Tracker__c |
| Quotes | Quote__c, Quote_Line__c, Quote_Approval_History__c, Quote_Approval_Settings__c |
| Orders | Sales_Order__c, Sales_Order_Line__c, Order_Note__c, Sales_Order_Delete_Audit__c |
| Invoices | Invoice__c, Invoice_Line__c |
Quotes and Sales Orders can link to Opportunities. Sales Orders can link back to Quotes and carry payment, fulfillment, invoice, and tracking context.
For field-level contracts and object ownership notes, use Object and Field Reference. For the expanded Task model, Lead activity validation, and conversion-readiness rules, use Task and Activity Architecture.
Payments
Payment objects include Payment_Order__c, Payment_Order_Line__c, Payment_Attempt__c, Payment_Method__c, Payment_Method_Token__c, Payment_Profile__c, Payment_Agreement__c, Payment_Intent__c, Payment_Allocation__c, Payment_Gateway__c, Item_Payment_Gateway__c, Payment_Transaction__c, Processor_Event__c, Settlement_Batch__c, Settlement_Line__c, and Dispute__c.
Legacy Chargent package objects remain in the background where needed, but first-party payment operations should use the app surfaces and objects above.
Fulfillment and 3PL
3PL objects include ThreePL_Provider_Config__c, ThreePL_Provider_Account__c, ThreePL_Provider_Transition__c, ThreePL_Record_Sync_State__c, ThreePL_Transaction__c, ThreePL_Runtime_Request__c, Fulfillment_Sync_History__c, Fulfillment_Operation__c, Shipped_Line__c, and Sales_Order_Tracking__c.
Items, Inventory, and Purchasing
Objects include Item__c, Item_Group__c, Warehouse__c, Inventory__c, Inventory_Transaction__c, Purchase_Order__c, Purchase_Order_Line__c, Purchase_Order_Receipt_Line__c, Received_Line__c, Bill_of_Materials__c, BOM_Component__c, BOM_Template__c, BOM_Template_Component__c, Product_Bundle__c, and Product_Bundle_Item__c.
Finance and Commissions
Finance objects include GL_Account__c, Item_GL_Account_Default__c, Payment_Receipt__c, Receivable_Application__c, Sales_Order_Financial_Audit__c, Sales_Order_Audit_Change__c, and Sales_Order_Audit_Line__c.
Commission objects include Commission_Configuration__c, Commission_Decay_Settings__c, Commission_Group__c, Commission_Group_Member__c, Commission_Rate__c, Commission_Tier__c, Commission_SKU_Override__c, Commission_User_Override__c, and Customer_Tier__c.
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