Relationships & Inheritance

In Salesforce and Frisbii, everything is connected! Understanding the relationships between objects is key for efficient data management. These relationships link key objects such as subscriptions, invoices, payments and much more. By mastering these connections, you can optimize your workflows and gain visibility in all your business processes.
Ready to discover how it all works together? Here we go!

The Frisbii Data Model

You've already seen extracts from this model in various units of this course. This is the global view of all our objects.

We have discussed objects intended for sales representatives (Opportunity/ Quotation), those intended for finance users (Invoice/ Payment/ Payment Schedules) and recurring billing (in orange), objects related to accounting (in green), and objects that enable you to start billing with Frisbii: Corporate name, bank details, numbering period, and templates.

The focus of this article is not on any specific object, but on the relationships between them.

Field inheritance diagram

This diagram gives you an idea of the information inheritance between the fields:

Take, for example, the 'payment method' field, which you can enter at account level. From here, the value is entered on the accounting data, and also on other Frisbii objects, such as the quotation, the invoice or the subscription.

You can also read more about the rules for automatic VAT initialization, which is a special case.

Picklist value sets

If you go to Setup and then to Objects and fields > Picklist value sets, you'll find the global value sets for our package.

The values of these global lists are transferred to the selection lists of the individual objects.

If we take the Language field as an example, we'll find this field in the following objects:

Subscription
Account
Accounting data
Invoice
Quotation
Opportunity
Corporate name

Another example is the VAT rate, which is included in these objects:

Product rule
Account
Accounting data
Product
Corporate name

For now, picklist value sets are not implemented in all available picklists. The table below explains where the picklist values are coming from.

Field	Corporate name	Account	Accounting data	Quotation	Invoice	Subscription
Term of payment	n/a	picklist value set	picklist value set	picklist value set	Invoice	Subscription
Language	picklist value set	picklist value set	picklist value set	picklist value set	picklist value set	picklist value set
Payment method	n/a	picklist value set	picklist value set	picklist value set	Invoice	Subscription
VAT rate	picklist value set	picklist value set	picklist value set	Quotation line item	Invoice line	Subscription

This overview of our main objects shows you what you need to bear in mind if you want to add a value to these lists.

Transferring values between objects

Each time a user creates an object record from another object, information from the fields is included in this record.

The first column of this table shows you the initial objects, and the first row shows you the records you can create from these objects.

	Opportunity	Quotation	Subscription	Invoice
Opportunity	Impossible	x (+ Synchronization)	x	x
Quotation	Synchronization possible	Clone creation	x	x
Subscription	Impossible	Impossible	Clone creation	x
Invoice	Impossible	Impossible	Impossible	Clone creation

Let's take a closer look at a few examples.

Opportunity <> Quotation

Opportunity product <> Quotation line item

Account name/ Reference (Account)*
Accounting data/ Reference (Accounting data)*
Description/ Long text box (32000)
Corporate name/ Reference (Corporate name)*
Price list/ Reference (Price list)*
Billing contact/ Reference (Contact)*
Start date/ Date
End date/ Date
Term of payment/ Picklist*
Payment method/ Picklist*
Frequency/ Picklist
V/Ref/ Text (255)*
Language/ Picklist*
Division type/ Picklist

Product code/ Text (255)
Start/ Date
End/ Date
Amount incl. VAT/ Formula (Currency)
First invoice only/ Check box
List price/ Currency (16, 2)
Unit price/ Formula (Currency)
Unit price excl. VAT/ Currency (16, 2)
Product/ Reference (Product)
Quantity/ Number (10, 2)
Discount/ Formula (Currency)
Discount (%)/ Formula (Percentage)
VAT rate/ Percentage (4, 4)

*Information that will be included from the opportunity to the quotation, then to the subscription and the invoice.

Quotation > Subscription	Quotation line item > Subscription line item
Account Accounting data Corporate name Pricebook Contact Start date Invoicing period start date Term of payment Payment method Frequency V/Ref* Language Comments Comments Special conditions for Object** Reason for discount	Product code Start date End date Amount incl. VAT Pricebook Unit price excl. VAT Product Quantity Discount Amount Discount (%) VAT rate Detailed description

* Information that will be transferred from the opportunity to the quotation, then to the subscription and the invoice.
** Information you can enter on the quotation and that will also appears on the invoice.

Subscription > Invoice	Subscription line item > Invoice line item
Accounting data Issuer (Corporate name)* Pricebook Contact Start date Invoicing period (days)* End date Term of payment Payment method V/Ref* Language Comments Comments Special Conditions (in French) Object** Reason for discount	Product code Start date End date Amount incl. VAT Catalog price Unit price excl. VAT Product Quantity Discount amount Discount (%) VAT rate Detailed description