The below Object Relationship Diagram will help you better understand the relationship between records in improveit 360. Note: Objects with a Master-Detail relationship are dependent on the preceding records. For example, you cannot create a Project without having a Sale record. You cannot create a Payment record without a Sale.
However, records which do not have a Master-Detail but have a Lookup relationship are not required and could be re-parented. For example: Address records and Contact records could be re-parented to a different Account than they were originally related to. Addresses and Contacts can also be added to the system without any relationship to an Account.
A downloadable PDF of this diagram is available below.
A downloadable Excel file with the entire Object and Field Schema is available below as well.
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