BELDEN Domain Context Unified Relationship Documentation
| Document Information |
Details |
| Document Owner |
WBE Consultants LLC |
| Development Partner |
Platinum Consulting & IT Solutions Pvt Ltd |
| Version |
1.0 |
| Date |
January 2026 |
| Total Domain Contexts |
15 Domains |
| Total Objects |
147 Salesforce Objects (146 Custom + 1 Standard) |
| AI Agent |
BELDEN |
| Platform |
AMIGO (AI Managed Implementation Governance Office) |
Table of Contents
- Executive Summary
- Master Entity Relationship Diagram
- Domain Context Details
- Cross-Domain Relationship Matrix
- Query Generation Guidelines
- Appendix: Complete Object Reference
1. Executive Summary
This document provides a unified view of all object relationships across the AMIGO platform, organized by Domain Context. BELDEN uses these relationships to:
- Generate accurate SOQL/SOSL queries by understanding object hierarchies
- Traverse parent-child relationships for complex analytical queries
- Map user questions to the correct domain and objects
- Optimize query performance by selecting the right relationship paths
Core Hierarchy Principle
All AMIGO objects follow a strict organizational hierarchy:
Organization → Portfolio → Program → Project → Deliverable → Work Package
This hierarchy is mandatory and most objects have lookup relationships to one or more levels of this hierarchy.
Standard Object Reference
The only standard Salesforce object with direct relationships in AMIGO is:
| Standard Object |
API Name |
Purpose |
| User |
User |
Links to Resources, RACI Charts, End Users, and all user associations |
2. Master Entity Relationship Diagram
This diagram shows the high-level relationships between the core AMIGO objects across all domains.
erDiagram
%% ==========================================
%% CORE ORGANIZATIONAL HIERARCHY
%% ==========================================
ORGANIZATION ||--o{ PORTFOLIO : "has"
ORGANIZATION ||--o{ PROGRAM : "has"
ORGANIZATION ||--o{ PROJECT : "has"
ORGANIZATION ||--o{ DELIVERABLE : "has"
ORGANIZATION ||--o{ WORK_PACKAGE : "has"
PORTFOLIO ||--o{ PROGRAM : "contains"
PORTFOLIO ||--o{ PROJECT : "contains"
PORTFOLIO ||--o{ DELIVERABLE : "contains"
PROGRAM ||--o{ PROJECT : "contains"
PROGRAM ||--o{ DELIVERABLE : "contains"
PROGRAM ||--o{ WORK_PACKAGE : "contains"
PROJECT ||--o{ DELIVERABLE : "contains"
PROJECT ||--o{ WORK_PACKAGE : "contains"
DELIVERABLE ||--o{ WORK_PACKAGE : "contains"
%% ==========================================
%% USER & RESOURCE MANAGEMENT
%% ==========================================
USER ||--o{ RESOURCE : "has"
USER ||--o{ RACI_CHART : "assigned to"
USER ||--o{ END_USER : "associated with"
USER ||--o{ ORG_USER_ASSOCIATION : "belongs to"
%% ==========================================
%% GOVERNANCE (RAID+)
%% ==========================================
PROJECT ||--o{ RISK_REGISTER : "has"
PROJECT ||--o{ ISSUE_LOG : "has"
PROJECT ||--o{ KEY_DECISION : "has"
PROJECT ||--o{ ACTION_ITEM : "has"
PROJECT ||--o{ CHANGE_REQUEST : "has"
PROJECT ||--o{ LESSON_LEARNED : "has"
%% ==========================================
%% TESTING & QUALITY
%% ==========================================
PROJECT ||--o{ TEST_PLAN : "has"
TEST_PLAN ||--o{ TEST_SCENARIO : "contains"
TEST_SCENARIO ||--o{ TEST_CASE : "contains"
TEST_CASE ||--o{ TEST_STEP : "contains"
TEST_CASE ||--o{ DEFECT_LOG : "produces"
%% ==========================================
%% DATA MANAGEMENT
%% ==========================================
ORGANIZATION ||--o{ DATA_DOMAIN : "defines"
DATA_DOMAIN ||--o{ DATA_TABLE : "contains"
DATA_TABLE ||--o{ DATA_FIELD : "contains"
DATA_TABLE ||--o{ DATA_MAPPING_REGISTER : "maps"
%% ==========================================
%% FINANCIAL & BENEFITS
%% ==========================================
PROGRAM ||--o{ PROGRAM_FINANCIAL : "has"
PROJECT ||--o{ BENEFIT : "realizes"
PROJECT ||--o{ COST : "incurs"
%% ==========================================
%% CUTOVER & DEPLOYMENT
%% ==========================================
PROJECT ||--o{ CUTOVER_PLAN : "has"
CUTOVER_PLAN ||--o{ CUTOVER_TASK : "contains"
PROJECT ||--o{ ENVIRONMENT : "deploys to"
%% ==========================================
%% ENTITY DEFINITIONS
%% ==========================================
ORGANIZATION {
string Id PK
string Name
string Description
}
PORTFOLIO {
string Id PK
string Organization__c FK
string Name
}
PROGRAM {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Name
}
PROJECT {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Program__c FK
string Name
decimal Health_Score__c
}
USER {
string Id PK
string Name
string Email
}
3. Domain Context Details
DC-01: Organization & Portfolio Management
| Priority: High |
Objects: 9 |
Trigger Keywords: portfolio, organization, goals, objectives, metrics, allocate, budget, investment |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Organization__c |
Organization |
Top-level entity representing company/business unit |
amigo1__Portfolio__c |
Portfolio |
Collection of related programs |
amigo1__Portfolio_Evaluation_Request__c |
Portfolio Evaluation Request |
Request for portfolio assessment |
amigo1__Portfolio_User_Association__c |
Portfolio User Association |
Links users to portfolios |
amigo1__Portfolio_Evaluator__c |
Portfolio Evaluator |
Users who evaluate portfolios |
amigo1__User_Association__c |
Organization User Association |
Links users to organizations |
amigo1__Goals__c |
Goals |
Strategic goals at org/portfolio/program/project level |
amigo1__Objectives__c |
Objectives |
Objectives linked to goals |
amigo1__Measures_and_Metrics__c |
Measures and Metrics |
KPIs tracking objective achievement |
Relationship Diagram
erDiagram
Organization ||--o{ Program : "has"
Organization ||--o{ Project : "has"
Organization ||--o{ Portfolio : "has"
Organization ||--o{ Portfolio-Evaluation-Request : "has"
Organization ||--o{ Portfolio-Evaluator : "has"
Organization ||--o{ Organization-User-Association : "has"
Organization ||--o{ Goals : "has"
Organization ||--o{ Business-Process : "has"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ Project : "contains"
Portfolio ||--o{ Portfolio-Evaluation-Request : "has"
Portfolio ||--o{ Portfolio-User-Association : "has"
Portfolio ||--o{ Portfolio-Evaluator : "has"
Portfolio ||--o{ Goals : "has"
Program ||--o{ Project : "contains"
Program ||--o{ Goals : "has"
Project ||--o{ Goals : "has"
User ||--o{ Portfolio-User-Association : "participates"
User ||--o{ Portfolio-Evaluation-Request : "requests"
User ||--o{ Portfolio-Evaluator : "evaluates"
User ||--o{ Organization-User-Association : "belongs"
Goals ||--o{ Objectives : "has"
Objectives ||--o{ Measures-and-Metrics : "tracked-by"
Business-Process ||--o{ Measures-and-Metrics : "tracked-by"
Organization {
string Id PK
string Name
string Description
}
Portfolio {
string Id PK
string Organization__c FK
string Name
string Description
}
Program {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Name
}
Project {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Program__c FK
string Name
}
User {
string Id PK
string Name
string Email
}
Goals {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Program__c FK
string Project__c FK
string Description
}
Objectives {
string Id PK
string Goal__c FK
string Description
}
Measures-and-Metrics {
string Id PK
string Objective__c FK
string Business_Process__c FK
string Name
string Value
}
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “What are our organizational goals?” |
Goals, Organization |
SELECT Id, Name FROM amigo1__Goals__c WHERE amigo1__Organization__c = :orgId |
| “How should I allocate budget across portfolios?” |
Portfolio, Program, Project |
SELECT Id, Name, amigo1__Budget__c FROM amigo1__Portfolio__c WHERE amigo1__Organization__c = :orgId |
| “Who are the portfolio evaluators?” |
Portfolio_Evaluator, User |
SELECT Id, amigo1__User__r.Name FROM amigo1__Portfolio_Evaluator__c |
DC-02: Program Management
| Priority: High |
Objects: 7 |
Trigger Keywords: program, financial, evaluation, score, domain |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Program__c |
Program |
Group of related projects |
amigo1__Program_Financial__c |
Program Financial |
Financial tracking for programs |
amigo1__Program_User_Association__c |
Program User Association |
Links users to programs |
amigo1__Program_Dictionary__c |
Program Dictionary |
Term definitions for the program |
amigo1__Program_Evaluation_Score__c |
Program Evaluation Score |
Evaluation scores for programs |
amigo1__Domain_Program__c |
Domain Program |
Domain-program associations |
amigo1__Datum_Program__c |
Datum Program |
Data-program associations |
Relationship Diagram
erDiagram
ORGANIZATION ||--|| PORTFOLIO : "mandates"
ORGANIZATION ||--|| PROGRAM : "oversees"
ORGANIZATION ||--|| METHODOLOGY : "follows"
ORGANIZATION ||--o| SOLUTION-INTEGRATOR : "may employ"
ORGANIZATION ||--|| PROGRAM-DICTIONARY : "defines"
ORGANIZATION ||--|| PORTFOLIO-EVALUATION-REQUEST : "initiates"
ORGANIZATION ||--|| PROGRAM-EVALUATION-SCORE : "records"
PORTFOLIO ||--|| PROGRAM : "contains"
PORTFOLIO ||--|| PORTFOLIO-EVALUATION-REQUEST : "undergoes"
PORTFOLIO ||--|| PROGRAM-EVALUATION-SCORE : "benchmarks"
PROGRAM ||--|| PROGRAM-FINANCIAL : "has"
PROGRAM ||--|| PROGRAM-USER-ASSOCIATION : "assigned to"
PROGRAM ||--|| PROGRAM-EVALUATION-SCORE : "produces"
PORTFOLIO-EVALUATION-REQUEST ||--|| PROGRAM-EVALUATION-SCORE : "results-in"
USER ||--o{ PROGRAM-USER-ASSOCIATION : "participates"
PROGRAM {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Name
string Status
}
PROGRAM-FINANCIAL {
string Id PK
string Program__c FK
decimal Budget__c
decimal Actual_Spend__c
decimal Forecast__c
}
PROGRAM-USER-ASSOCIATION {
string Id PK
string Program__c FK
string User__c FK
string Role__c
}
PROGRAM-EVALUATION-SCORE {
string Id PK
string Program__c FK
decimal Score__c
date Evaluation_Date__c
}
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “How is Program X performing financially?” |
Program, Program_Financial |
SELECT Id, Name, (SELECT amigo1__Budget__c, amigo1__Actual_Spend__c FROM amigo1__Program_Financials__r) FROM amigo1__Program__c WHERE Name LIKE '%X%' |
| “Who is assigned to Program Y?” |
Program, Program_User_Association, User |
SELECT amigo1__User__r.Name, amigo1__Role__c FROM amigo1__Program_User_Association__c WHERE amigo1__Program__r.Name LIKE '%Y%' |
| “What is the evaluation score for our programs?” |
Program_Evaluation_Score |
SELECT amigo1__Program__r.Name, amigo1__Score__c FROM amigo1__Program_Evaluation_Score__c |
DC-03 & DC-04: Project, Deliverable & Work Package Management
| Priority: High |
Objects: 15 |
Trigger Keywords: project, deliverable, work package, task, team, gate, methodology, activity, health, status, estimate |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Project__c |
Project |
Individual implementation initiative |
amigo1__Project_Dictonary__c |
Project Dictionary |
Term definitions for the project |
amigo1__Project_Teams__c |
Project Team |
Team assignments for projects |
amigo1__Project_End_User__c |
Project End User |
End users associated with projects |
amigo1__Project_Methodology_Activity__c |
Project Methodology Activity |
Methodology activities for projects |
amigo1__Project_Key_Decision__c |
Project Key Decision |
Key decisions for projects |
amigo1__Gate__c |
Gate |
Phase gate checkpoints |
amigo1__Gate_Metrics_and_Results__c |
Gate Metrics and Results |
Gate evaluation results |
amigo1__Deliverable__c |
Deliverable |
Major project outputs |
amigo1__Deliverable_Type__c |
Deliverable Type |
Categories for deliverables |
amigo1__Deliverable_End_User__c |
Deliverable End User |
End users for deliverables |
amigo1__Work_Package__c |
Work Package |
Atomic work units/tasks |
amigo1__Work_Package_Type__c |
Work Package Type |
Categories for work packages |
amigo1__Work_Package_End_User__c |
Work Package End User |
End users for work packages |
amigo1__Work_Package_Type_Estimate__c |
Work Package Type Estimate |
Effort estimates by type |
Relationship Diagram
erDiagram
%% Core Organization Hierarchy
Organization ||--o{ Portfolio : "has"
Organization ||--o{ DeliverableType : "defines"
Organization ||--o{ WorkPackageType : "defines"
Organization ||--o{ Program : "has"
Organization ||--o{ Project : "has"
Organization ||--o{ Deliverable : "has"
Organization ||--o{ WorkPackage : "has"
%% Type Relationships
DeliverableType ||--o{ WorkPackageType : "contains"
DeliverableType ||--o{ Deliverable : "categorizes"
WorkPackageType ||--o{ WorkPackage : "categorizes"
WorkPackageType ||--o{ Methodology : "uses"
%% Portfolio Relationships
Portfolio ||--o{ DeliverableType : "uses"
Portfolio ||--o{ WorkPackageType : "uses"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ Project : "contains"
Portfolio ||--o{ Deliverable : "contains"
Portfolio ||--o{ WorkPackage : "contains"
%% Program Relationships
Program ||--o{ Project : "contains"
Program ||--o{ Deliverable : "contains"
Program ||--o{ WorkPackage : "contains"
Program ||--o{ ProjectDictionary : "has"
%% Project Relationships
Project ||--o{ Deliverable : "contains"
Project ||--o{ WorkPackage : "contains"
Project ||--o{ ProjectTeams : "has"
Project ||--o{ ProjectEndUser : "has"
Project ||--o{ ProjectMethodologyActivity : "has"
%% Deliverable and Work Package
Deliverable ||--o{ WorkPackage : "contains"
%% User and End User Relationships
User ||--o{ EndUser : "creates"
EndUser ||--o{ ProjectEndUser : "assigned_to"
EndUser ||--o{ DeliverableEndUser : "assigned_to"
EndUser ||--o{ WorkPackageEndUser : "assigned_to"
%% Gate Relationships
Organization ||--o{ Gate : "defines"
Portfolio ||--o{ Gate : "has"
Program ||--o{ Gate : "has"
Project ||--o{ Gate : "has"
Gate ||--o{ GateMetricsAndResult : "produces"
%% Key Decision Relationships
Project ||--o{ ProjectKeyDecision : "has"
KeyDecision ||--o{ ProjectKeyDecision : "applied_to"
Project {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Program__c FK
string Name
string Status__c
decimal Health_Score__c
decimal SPI__c
decimal CPI__c
}
Deliverable {
string Id PK
string Organization__c FK
string Project__c FK
string Deliverable_Type__c FK
string Name
string Status__c
date Due_Date__c
}
WorkPackage {
string Id PK
string Organization__c FK
string Project__c FK
string Deliverable__c FK
string Work_Package_Type__c FK
string Name
string Status__c
decimal Estimated_Hours__c
}
Gate {
string Id PK
string Project__c FK
string Name
integer Sequence__c
string Status__c
}
GateMetricsAndResult {
string Id PK
string Gate__c FK
string Metric_Name__c
string Result__c
date Evaluation_Date__c
}
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “How is Project X doing?” |
Project |
SELECT Id, Name, amigo1__Health_Score__c, amigo1__SPI__c, amigo1__CPI__c FROM amigo1__Project__c WHERE Name LIKE '%X%' |
| “What deliverables are due this month?” |
Deliverable |
SELECT Id, Name, amigo1__Due_Date__c FROM amigo1__Deliverable__c WHERE amigo1__Due_Date__c = THIS_MONTH |
| “List work packages for Project Y” |
Work_Package, Project |
SELECT Id, Name, amigo1__Status__c FROM amigo1__Work_Package__c WHERE amigo1__Project__r.Name LIKE '%Y%' |
| “What is the gate status for Program Z?” |
Gate, Gate_Metrics_and_Results |
SELECT Id, Name, amigo1__Status__c, (SELECT amigo1__Result__c FROM amigo1__Gate_Metrics_and_Results__r) FROM amigo1__Gate__c WHERE amigo1__Program__r.Name LIKE '%Z%' |
DC-05: Risk, Issue & Decision Management (RAID)
| Priority: High |
Objects: 11 |
Trigger Keywords: risk, issue, decision, severity, probability, impact, mitigation, escalation |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Risk_Register__c |
Risk Registers |
Risk tracking and management |
amigo1__Risk_Register_Deliverable__c |
Risk Register Deliverable |
Risks linked to deliverables |
amigo1__Risk_Register_Object__c |
Risk Register Object |
Risks linked to objects |
amigo1__Risk_Register_Project__c |
Risk Register Project |
Risks linked to projects |
amigo1__Issue_Log__c |
Issue Log |
Issue tracking and resolution |
amigo1__Object_Issue_Log__c |
Object Issue Log |
Issues linked to objects |
amigo1__Deliverables_Issue_Log__c |
Deliverables Issue Log |
Issues linked to deliverables |
amigo1__Projects_Issue_Log__c |
Projects Issue Log |
Issues linked to projects |
amigo1__Key_Decision__c |
Key Decision |
Decision tracking and management |
amigo1__Deliverable_For_Key_Decisions__c |
Deliverable For Key Decisions |
Decisions linked to deliverables |
amigo1__Object_Key_Decision__c |
Object Key Decision |
Decisions linked to objects |
Relationship Diagram
erDiagram
%% Core Organization Structure
ORGANIZATION ||--|{ PROGRAM : "governs"
ORGANIZATION ||--|{ PORTFOLIO : "owns"
ORGANIZATION ||--|{ STRATEGIC_DATUM : "defines"
ORGANIZATION ||--|{ MEETING_MINUTES : "records"
ORGANIZATION ||--|{ BUSINESS_PROCESS : "manages"
ORGANIZATION ||--|{ SYSTEM : "operates"
ORGANIZATION ||--|{ STAKEHOLDER_GROUP : "forms"
ORGANIZATION ||--|{ KEY_DECISION : "approves"
PORTFOLIO ||--|{ PROGRAM : "contains"
%% Risk Register
ORGANIZATION ||--|{ RISK_REGISTER : "maintains"
PORTFOLIO ||--|{ RISK_REGISTER : "tracks"
PROGRAM ||--|{ RISK_REGISTER : "owns"
PROJECT ||--|{ RISK_REGISTER : "has"
STRATEGIC_DATUM ||--|{ RISK_REGISTER : "influences"
MEETING_MINUTES ||--|{ RISK_REGISTER : "identifies"
BUSINESS_PROCESS ||--|{ RISK_REGISTER : "exposes"
RISK_REGISTER ||--o{ RISK_REGISTER_DELIVERABLE : "affects"
RISK_REGISTER ||--o{ RISK_REGISTER_OBJECT : "impacts"
RISK_REGISTER ||--o{ RISK_REGISTER_PROJECT : "relates to"
%% Issue Log
ORGANIZATION ||--|{ ISSUE_LOG : "logs"
PORTFOLIO ||--|{ ISSUE_LOG : "reports"
PROGRAM ||--|{ ISSUE_LOG : "raises"
PROJECT ||--|{ ISSUE_LOG : "has"
STRATEGIC_DATUM ||--|{ ISSUE_LOG : "impacts"
MEETING_MINUTES ||--|{ ISSUE_LOG : "notes"
RISK_REGISTER ||--|{ ISSUE_LOG : "escalates to"
CHANGE_REQUEST_LOG ||--|{ ISSUE_LOG : "results in"
ISSUE_LOG ||--o{ OBJECT_ISSUE_LOG : "links to"
ISSUE_LOG ||--o{ DELIVERABLES_ISSUE_LOG : "affects"
ISSUE_LOG ||--o{ PROJECTS_ISSUE_LOG : "impacts"
%% Key Decision
ORGANIZATION ||--|{ KEY_DECISION : "approves"
PORTFOLIO ||--|{ KEY_DECISION : "endorses"
PROGRAM ||--|{ KEY_DECISION : "decides"
PROJECT ||--|{ KEY_DECISION : "requires"
STRATEGIC_DATUM ||--|{ KEY_DECISION : "drives"
MEETING_MINUTES ||--|{ KEY_DECISION : "records"
KEY_DECISION ||--o{ DELIVERABLE_FOR_KEY_DECISIONS : "affects"
KEY_DECISION ||--o{ OBJECT_KEY_DECISION : "impacts"
%% Stakeholder Group
PORTFOLIO ||--|{ STAKEHOLDER_GROUP : "includes"
PROGRAM ||--|{ STAKEHOLDER_GROUP : "engages"
STAKEHOLDER_GROUP ||--|{ CHANGE_REQUEST_LOG : "approves"
RISK_REGISTER {
string Id PK
string Organization__c FK
string Project__c FK
string Name
decimal Risk_Score__c
string Probability__c
string Impact__c
string Status__c
string Mitigation_Plan__c
}
ISSUE_LOG {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Priority__c
string Status__c
string Resolution__c
date Due_Date__c
}
KEY_DECISION {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Status__c
string Decision__c
date Decision_Date__c
}
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “What are the top 3 risks for Project X?” |
Risk_Register |
SELECT Id, Name, amigo1__Risk_Score__c, amigo1__Impact__c FROM amigo1__Risk_Register__c WHERE amigo1__Project__r.Name LIKE '%X%' ORDER BY amigo1__Risk_Score__c DESC LIMIT 3 |
| “What issues are critical and open?” |
Issue_Log |
SELECT Id, Name, amigo1__Priority__c, amigo1__Due_Date__c FROM amigo1__Issue_Log__c WHERE amigo1__Priority__c = 'Critical' AND amigo1__Status__c != 'Closed' |
| “What decisions need my attention?” |
Key_Decision |
SELECT Id, Name, amigo1__Status__c, amigo1__Due_Date__c FROM amigo1__Key_Decision__c WHERE amigo1__Status__c = 'Pending' AND amigo1__Owner__c = :userId |
| “Show risks that have escalated to issues” |
Risk_Register, Issue_Log |
SELECT Id, Name FROM amigo1__Issue_Log__c WHERE amigo1__Risk_Register__c != null |
DC-06: Action & Change Management
| Priority: High |
Objects: 6 |
Trigger Keywords: action, change request, lesson learned, approval, status |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Action_Items__c |
Action Items |
Tasks to be completed |
amigo1__Objects_Action_Item__c |
Objects Action Item |
Actions linked to objects |
amigo1__Change_Request_Log__c |
Change Request Log |
Change request tracking |
amigo1__Change_Request_Business_Transaction__c |
Change Request Business Transaction |
Change requests for business transactions |
amigo1__ObjectChangeRequest__c |
ObjectChangeRequest |
Change requests for objects |
amigo1__Lessons_Learned__c |
Lessons Learned |
Captured learnings from projects |
Relationship Diagram
erDiagram
Organization ||--o{ Portfolio : "has"
Organization ||--o{ Program : "contains"
Organization ||--o{ Project : "contains"
Organization ||--o{ Deliverable : "owns"
Organization ||--o{ Work-Package : "owns"
Organization ||--o{ Action-Item : "tracks"
Organization ||--o{ Change-Request-Log : "oversees"
Organization ||--o{ Lessons-Learned : "captures"
Portfolio ||--o{ Program : "includes"
Portfolio ||--o{ Action-Item : "monitors"
Portfolio ||--o{ Change-Request-Log : "approves"
Portfolio ||--o{ Lessons-Learned : "collects"
Program ||--o{ Project : "contains"
Program ||--o{ Action-Item : "assigns"
Program ||--o{ Change-Request-Log : "initiates"
Program ||--o{ Lessons-Learned : "documents"
Project ||--o{ Deliverable : "creates"
Project ||--o{ Work-Package : "performs"
Project ||--o{ Action-Item : "manages"
Project ||--o{ Change-Request-Log : "submits"
Project ||--o{ Lessons-Learned : "records"
Deliverable ||--o{ Work-Package : "comprises"
Deliverable ||--o{ Action-Item : "generates"
Deliverable ||--o{ Change-Request-Log : "triggers"
Work-Package ||--o{ Action-Item : "creates"
Meeting-Minutes ||--o{ Action-Item : "produces"
System ||--o{ Change-Request-Log : "relates to"
Defect-Log ||--o| Change-Request-Log : "may trigger"
Stakeholder-Group ||--o{ Lessons-Learned : "provides"
Action-Item ||--o{ Objects-Action-Item : "links to"
Change-Request-Log ||--o{ Change-Request-Business-Transaction : "affects"
Change-Request-Log ||--o{ ObjectChangeRequest : "impacts"
Action-Item {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Status__c
string Owner__c FK
date Due_Date__c
string Priority__c
}
Change-Request-Log {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Status__c
decimal Cost_Impact__c
decimal Benefit_Value__c
string Approval_Status__c
}
Lessons-Learned {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Category__c
string Applicable_Phases__c
}
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “What action items are overdue?” |
Action_Items |
SELECT Id, Name, amigo1__Due_Date__c, amigo1__Owner__r.Name FROM amigo1__Action_Items__c WHERE amigo1__Due_Date__c < TODAY AND amigo1__Status__c != 'Completed' |
| “What change requests are pending approval?” |
Change_Request_Log |
SELECT Id, Name, amigo1__Cost_Impact__c, amigo1__Status__c FROM amigo1__Change_Request_Log__c WHERE amigo1__Approval_Status__c = 'Pending' |
| “What lessons have we learned on Program X?” |
Lessons_Learned |
SELECT Id, Name, amigo1__Category__c FROM amigo1__Lessons_Learned__c WHERE amigo1__Program__r.Name LIKE '%X%' |
DC-07: Resource & RACI Management
| Priority: High |
Objects: 9 |
Trigger Keywords: resource, RACI, responsible, accountable, consulted, informed, assigned, capacity, utilization |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Role_Recource__c |
Resources |
Team member resources |
amigo1__Workstream_Role__c |
Roles |
Role definitions |
amigo1__Workstream_Project_team_Role_Member__c |
Workstream Role |
Role assignments in workstreams |
amigo1__Workstream_Role_Resources__c |
Workstream Role Resources |
Resources assigned to roles |
amigo1__RACI_Chart__c |
RACI Chart |
Responsibility assignment matrix |
amigo1__RACI_Chart_Extension__c |
RACI Charts |
Extended RACI tracking |
amigo1__End_User__c |
End User |
Business end users |
amigo1__Organizational_Other_User__c |
Organizational Other User |
Other user types |
User |
User (Standard) |
Salesforce standard User object |
Relationship Diagram
erDiagram
ORGANIZATION ||--o{ PORTFOLIO : "has (required)"
ORGANIZATION ||--o{ PROGRAM : "has (required)"
ORGANIZATION ||--o{ ORGANIZATION_USER_ASSOCIATION : "has"
ORGANIZATION ||--o{ ORGANIZATION_OTHER_USER : "has"
ORGANIZATION ||--o{ ROLES : "has (required)"
PORTFOLIO ||--o{ PROGRAM : "contains (required)"
PORTFOLIO ||--o{ ROLES : "has (required)"
PROGRAM ||--o{ ROLES : "has (required)"
PROGRAM ||--o{ PROJECT : "contains"
PROJECT ||--o{ WORK_PACKAGE : "contains"
PROJECT ||--o{ DELIVERABLE : "contains"
USER ||--o{ RESOURCE : "has"
USER ||--o{ RACI_CHART : "assigned to"
USER ||--o{ RACI_CHARTS_EXTENSION : "manages"
USER ||--o{ END_USER : "associated with"
USER ||--o{ ORGANIZATION_USER_ASSOCIATION : "part of"
USER ||--o{ ORGANIZATION_OTHER_USER : "linked to"
USER ||--o{ WORKSTREAM_ROLE_RESOURCES : "assigned to"
ROLES ||--o{ WORKSTREAM_ROLE : "defines"
WORKSTREAM_ROLE ||--o{ WORKSTREAM_ROLE_RESOURCES : "has"
RACI_CHART ||--o{ WORK_PACKAGE : "assigns"
RACI_CHART ||--o{ DELIVERABLE : "assigns"
RACI_CHART ||--o{ PROJECT : "assigns"
RACI_CHART ||--o{ ACTION_ITEMS : "assigns"
RACI_CHART ||--o{ RISK_REGISTER : "assigns"
RACI_CHART ||--o{ ISSUE_LOG : "assigns"
RACI_CHART ||--o{ TEST_PLAN : "assigns"
RACI_CHARTS_EXTENSION ||--o{ BENEFIT : "tracks"
RACI_CHARTS_EXTENSION ||--o{ COST : "tracks"
RACI_CHARTS_EXTENSION ||--o{ CHANGE_IMPACT : "tracks"
RACI_CHARTS_EXTENSION ||--o{ JOB_ROLE : "assigns"
USER {
string Id PK
string Name
string Email
boolean IsActive
}
RESOURCE {
string Id PK
string User__c FK
string Resource_Type__c
decimal Capacity__c
decimal Utilization__c
}
RACI_CHART {
string Id PK
string User__c FK
string Work_Package__c FK
string Responsibility__c
string Type__c
}
END_USER {
string Id PK
string User__c FK
string End_User_Type__c
}
Critical Query Pattern: RACI-Based Queries
⚠️ IMPORTANT: For ANY query about resource assignments, work package assignments, or “how many X does Y have”, ALWAYS use the RACI Chart object!
-- CORRECT: Find work packages assigned to a user
SELECT Id, Name
FROM amigo1__Work_Package__c
WHERE Id IN (
SELECT amigo1__Work_Package__c
FROM amigo1__RACI_Chart__c
WHERE amigo1__User__r.Name LIKE '%John%'
)
-- WRONG: Don't try to query Work_Package directly for user assignments
-- Work packages don't have a direct User lookup field!
Sample Questions for This Domain
| Question |
Required Objects |
Query Pattern |
| “How many work packages does John have?” |
RACI_Chart, Work_Package |
SELECT Id, Name FROM amigo1__Work_Package__c WHERE Id IN (SELECT amigo1__Work_Package__c FROM amigo1__RACI_Chart__c WHERE amigo1__User__r.Name LIKE '%John%') |
| “Who is responsible for Deliverable X?” |
RACI_Chart, User |
SELECT amigo1__User__r.Name, amigo1__Responsibility__c FROM amigo1__RACI_Chart__c WHERE amigo1__Deliverable__r.Name LIKE '%X%' |
| “What is the resource utilization for Program Y?” |
Resource, Program |
SELECT amigo1__User__r.Name, amigo1__Utilization__c FROM amigo1__Role_Recource__c WHERE amigo1__Program__r.Name LIKE '%Y%' |
DC-08: Work Stream & Methodology
| Priority: Medium |
Objects: 10 |
Trigger Keywords: workstream, methodology, activity, predecessor, successor |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Work_Stream__c |
Work Streams |
Functional work streams |
amigo1__Work_Stream_Activity__c |
Work Stream Activity |
Activities within work streams |
amigo1__Predecessor_Work_Stream__c |
Predecessor Work Stream |
Work stream dependencies |
amigo1__Successor_Work_Streams__c |
Successor Work Streams |
Work stream successors |
amigo1__Methodology__c |
Methodology |
Implementation methodologies |
amigo1__Methodology_Activity_Group__c |
Methodology Activity Group |
Groups of methodology activities |
amigo1__Methodology_Activity__c |
Methodology Activity |
Individual methodology activities |
amigo1__Predecessor_Methodology_Activity__c |
Predecessor Methodology Activity |
Activity dependencies |
amigo1__Successor_Methodology_Activity__c |
Successor Methodology Activity |
Activity successors |
amigo1__Methodology_Accelerators__c |
Methodology Leading Practice/Accelerator |
Best practices and accelerators |
Relationship Diagram
erDiagram
Organization ||--o{ Portfolio : "has"
Organization ||--o{ Program : "has"
Organization ||--o{ DeliverableType : "has"
Organization ||--o{ WorkPackageType : "has"
Organization ||--o{ WorkStreams : "has"
Organization ||--o{ Methodology : "has"
Organization ||--o{ MethodologyActivity : "has"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ WorkPackageType : "defines"
Portfolio ||--o{ WorkStreams : "manages"
Portfolio ||--o{ DeliverableType : "specifies"
Program ||--o{ WorkStreams : "includes"
Program ||--o{ Project : "contains"
DeliverableType ||--o{ WorkPackageType : "categorizes"
WorkPackageType ||--o{ MethodologyActivity : "uses"
WorkStreams }o--o{ WorkStreams : "predecessors/successors"
WorkStreams ||--o{ PredecessorWorkStream : "has predecessor"
WorkStreams ||--o{ SuccessorWorkStreams : "has successor"
Methodology ||--|| MethodologyActivityGroup : "organizes"
Methodology ||--o{ MethodologyActivity : "defines"
MethodologyActivityGroup ||--o{ MethodologyActivity : "groups"
MethodologyActivity }o--o{ MethodologyActivity : "predecessors/successors"
MethodologyActivity ||--o{ PredecessorMethodologyActivity : "has predecessor"
MethodologyActivity ||--o{ SuccessorMethodologyActivity : "has successor"
MethodologyActivity ||--o{ MethodologyLeadingPractice : "includes"
WorkStreams {
string Id PK
string Organization__c FK
string Portfolio__c FK
string Program__c FK
string Name
string Description
}
Methodology {
string Id PK
string Organization__c FK
string Name
string Description
}
MethodologyActivity {
string Id PK
string Methodology__c FK
string Organization__c FK
string Activity_Group__c FK
string Work_Package_Type__c FK
string Name
string Description
}
MethodologyLeadingPractice {
string Id PK
string Methodology_Activity__c FK
string Name
string Description
}
DC-09: Business Process & Job Role Management
| Priority: Medium |
Objects: 12 |
Trigger Keywords: business process, job role, security profile, L1, L2, L3, L4, L5 |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Business_Process__c |
Business Process |
Business process definitions (L1-L5) |
amigo1__Business_Process_Master_List__c |
Business Process Master List |
Master list of processes |
amigo1__Business_Process_Measures_MetricJunction__c |
Business Process |
Process-metric junctions |
amigo1__Business_Process_Job_Role__c |
Business Process Job Role |
Job roles for processes |
amigo1__Predecessor_Business_Process__c |
Predecessor Business Process |
Process dependencies |
amigo1__Successor_Business_Process__c |
Successor Business Process |
Process successors |
amigo1__Job_Role__c |
Job Role |
Job role definitions |
amigo1__Job_Role_End_User__c |
Job Role End User |
End users for job roles |
amigo1__Job_Security_Profile__c |
Job Security Profile |
Security profiles for jobs |
amigo1__Datum_Job_Role__c |
Datum Job Role |
Data-job role associations |
amigo1__Security_Profile__c |
Security Profile |
Security profile definitions |
amigo1__Security_Profile_Business_Process__c |
Security Profile Business Transaction |
Security for business transactions |
Relationship Diagram
erDiagram
%% Organization Structure
ORGANIZATION ||--|{ BUSINESS_PROCESS : "owns"
ORGANIZATION ||--|{ PORTFOLIO : "manages"
ORGANIZATION ||--|{ PROGRAM : "governs"
ORGANIZATION ||--|{ JOB_ROLE : "defines"
ORGANIZATION ||--|{ SECURITY_PROFILE : "maintains"
%% Portfolio & Program
PORTFOLIO ||--|{ PROGRAM : "contains"
PORTFOLIO ||--|{ SECURITY_PROFILE : "applies"
PROGRAM ||--|{ SECURITY_PROFILE : "uses"
PROGRAM ||--|{ PROJECT : "contains"
%% Business Process Flow
BUSINESS_PROCESS ||--|{ PREDECESSOR_BUSINESS_PROCESS : "has_predecessor"
BUSINESS_PROCESS ||--|{ SUCCESSOR_BUSINESS_PROCESS : "has_successor"
BUSINESS_PROCESS ||--|{ BUSINESS_PROCESS_JOB_ROLE : "requires"
BUSINESS_PROCESS ||--|{ BUSINESS_PROCESS_MEASURES : "tracked_by"
%% Job Role Relationships
JOB_ROLE ||--|{ BUSINESS_PROCESS_JOB_ROLE : "performs"
JOB_ROLE ||--|{ JOB_ROLE_END_USER : "assigned_to"
JOB_ROLE ||--|{ JOB_SECURITY_PROFILE : "has"
JOB_ROLE ||--|{ DATUM_JOB_ROLE : "linked_to"
%% Security Profile Relationships
SECURITY_PROFILE ||--|{ JOB_SECURITY_PROFILE : "grants"
SECURITY_PROFILE ||--|{ SECURITY_PROFILE_BUSINESS_PROCESS : "authorizes"
END_USER ||--|{ JOB_ROLE_END_USER : "holds"
BUSINESS_PROCESS {
string Id PK
string Organization__c FK
string Name
string Level__c
string Parent_Process__c FK
}
JOB_ROLE {
string Id PK
string Organization__c FK
string Name
string Description
}
SECURITY_PROFILE {
string Id PK
string Organization__c FK
string Name
string Permissions__c
}
DC-10: Data Management & Migration
| Priority: Medium |
Objects: 14 |
Trigger Keywords: data, migration, mapping, cleansing, quality, ETL, source, target |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Data_Domain__c |
Data Domain |
Data domain categories |
amigo1__Data_Store__c |
Data Table |
Data tables/entities |
amigo1__Data_Store_Element__c |
Data Field |
Data fields/columns |
amigo1__Data_Asset_Group__c |
Data Asset Group |
Groupings of data assets |
amigo1__Data_Mapping_Register__c |
Data Mapping Register |
Source-to-target mappings |
amigo1__Data_Mapping_Rules__c |
Data Mapping Rules |
Transformation rules |
amigo1__Data_Cleansing_Tracker__c |
Data Cleansing Tracker |
Data cleansing progress |
amigo1__Data_Cleansing_Tracker_Metrics__c |
Data Cleansing Tracker Metrics |
Cleansing metrics |
amigo1__Data_Migration_Execution_Statistics__c |
Data Migration Execution Statistics |
Migration run statistics |
amigo1__Data_Migration_Execution_Stat_Details__c |
Data Migration Execution Stat Details |
Detailed migration stats |
amigo1__Data_Quality_Rule__c |
Data Quality Rule |
Quality validation rules |
amigo1__Rules_and_Requirements__c |
Rules and Requirements |
Business rules |
amigo1__Rules_to_Data_Map__c |
Rules to Data Map |
Rules mapped to data |
amigo1__Rules_to_Work_Packages__c |
Rules to Work Packages |
Rules mapped to work packages |
Relationship Diagram
erDiagram
%% Core Delivery Hierarchy
ORGANIZATION ||--o{ PORTFOLIO : "mandatory"
ORGANIZATION ||--o{ PROGRAM : "mandatory"
ORGANIZATION ||--o{ PROJECT : "mandatory"
ORGANIZATION ||--o{ DELIVERABLE : "mandatory"
PORTFOLIO ||--o{ PROGRAM : "mandatory"
PORTFOLIO ||--o{ PROJECT : "mandatory"
PROGRAM ||--o{ PROJECT : "mandatory"
PROGRAM ||--o{ DELIVERABLE : "mandatory"
PROJECT ||--o{ DELIVERABLE : "mandatory"
DELIVERABLE ||--o{ WORK_PACKAGE : "mandatory"
%% Data Domain & Assets
ORGANIZATION ||--o{ DATA_DOMAIN : "mandatory"
PORTFOLIO ||--o{ DATA_DOMAIN : "mandatory"
PROGRAM ||--o{ DATA_DOMAIN : "mandatory"
ORGANIZATION ||--o{ DATA_ASSET_GROUP : "mandatory"
PORTFOLIO ||--o{ DATA_ASSET_GROUP : "mandatory"
PROGRAM ||--o{ DATA_ASSET_GROUP : "mandatory"
DATA_DOMAIN ||--o{ DATA_ASSET_GROUP : "mandatory"
%% System & Data Structure
SYSTEM ||--o{ DATA_TABLE : "mandatory"
DATA_TABLE ||--o{ DATA_FIELD : "mandatory"
DATA_FIELD ||--o{ DATA_FIELD : "self_reference"
MEASURE_AND_METRICS ||--o{ DATA_FIELD : "mandatory"
%% Data Mapping Register
ORGANIZATION ||--o{ DATA_MAPPING_REGISTER : "mandatory"
SYSTEM ||--o{ DATA_MAPPING_REGISTER : "mandatory"
DATA_TABLE ||--o{ DATA_MAPPING_REGISTER : "mandatory"
DATA_FIELD ||--o{ DATA_MAPPING_REGISTER : "mandatory"
WORK_PACKAGE ||--o{ DATA_MAPPING_REGISTER : "mandatory"
%% Data Mapping Rules
ORGANIZATION ||--o{ DATA_MAPPING_RULES : "mandatory"
WORK_PACKAGE ||--o{ DATA_MAPPING_RULES : "mandatory"
%% Data Cleansing
ORGANIZATION ||--o{ DATA_CLEANSING_TRACKER : "mandatory"
SYSTEM ||--o{ DATA_CLEANSING_TRACKER : "mandatory"
STAKEHOLDER_GROUP ||--o{ DATA_CLEANSING_TRACKER : "mandatory"
DATA_CLEANSING_TRACKER ||--o{ DATA_CLEANSING_TRACKER_METRICS : "mandatory"
%% Data Migration
ORGANIZATION ||--o{ DATA_MIGRATION_EXECUTION_STATISTICS : "mandatory"
PROJECT ||--o{ DATA_MIGRATION_EXECUTION_STATISTICS : "mandatory"
DATA_MIGRATION_EXECUTION_STATISTICS ||--o{ DATA_MIGRATION_EXECUTION_STAT_DETAILS : "mandatory"
OBJECT ||--o{ DATA_MIGRATION_EXECUTION_STAT_DETAILS : "mandatory"
%% Data Quality
ORGANIZATION ||--o{ DATA_QUALITY_RULES : "mandatory"
DATA_DOMAIN ||--o{ DATA_QUALITY_RULES : "mandatory"
%% Rules & Requirements
ORGANIZATION ||--o{ RULES_OR_REQUIREMENTS : "mandatory"
WORK_PACKAGE ||--o{ RULES_OR_REQUIREMENTS : "mandatory"
DATA_DOMAIN {
string Id PK
string Organization__c FK
string Name
string Description
}
DATA_TABLE {
string Id PK
string System__c FK
string Name
string Type__c
}
DATA_FIELD {
string Id PK
string Data_Table__c FK
string Name
string Data_Type__c
boolean Is_Key__c
}
DATA_MAPPING_REGISTER {
string Id PK
string Source_Field__c FK
string Target_Field__c FK
string Transformation__c
}
DC-11: Testing & Quality Management
| Priority: Medium |
Objects: 10 |
Trigger Keywords: test, scenario, case, step, defect, quality, UAT, SIT |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Test_Plan__c |
Test Plan |
Test planning and management |
amigo1__Test_Plan_Details__c |
Test Plan Detail |
Detailed test plan items |
amigo1__Test_Scenario__c |
Test Scenario |
Test scenario definitions |
amigo1__Test_Case__c |
Test Case |
Individual test cases |
amigo1__Test_Step__c |
Test Step |
Test execution steps |
amigo1__Test_Component__c |
Test Component |
Reusable test components |
amigo1__Test_Step_Data_Mapping_Register__c |
Test Step Data Mapping Register |
Data mappings for test steps |
amigo1__Test_Step_Rules_And_Requirements__c |
Test Step Rules And Requirement |
Rules for test steps |
amigo1__Object_Test_Plan__c |
Object Test Plan |
Test plans for objects |
amigo1__Defect_Log__c |
Defect Log |
Defect tracking |
Relationship Diagram
erDiagram
Organization ||--o{ Portfolio : "contains"
Organization ||--o{ Program : "contains"
Organization ||--o{ Project : "contains"
Organization ||--o{ TestPlan : "manages"
Organization ||--o{ TestScenario : "manages"
Organization ||--o{ TestCase : "manages"
Organization ||--o{ TestComponent : "manages"
Organization ||--o{ TestStep : "manages"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ TestPlan : "oversees"
Portfolio ||--o{ TestScenario : "oversees"
Program ||--o{ Project : "contains"
Program ||--o{ TestPlan : "defines"
Program ||--o{ TestScenario : "defines"
Project ||--o{ TestPlan : "executes"
Project ||--o{ TestScenario : "executes"
Project ||--o{ TestCase : "executes"
Project ||--o{ DefectLog : "tracks"
TestPlan ||--o{ TestPlanDetails : "contains"
TestScenario ||--o{ TestCase : "contains"
TestScenario ||--o{ TestComponent : "uses"
TestScenario ||--o{ TestPlanDetails : "links-to"
TestScenario ||--o{ TestStep : "contains"
TestCase ||--o{ TestStep : "contains"
TestCase ||--o{ DefectLog : "produces"
TestCase ||--o{ TestComponent : "uses"
TestCase ||--o{ TestPlanDetails : "links-to"
TestComponent ||--o{ TestStep : "contains"
TestComponent ||--o{ TestPlanDetails : "links-to"
TestStep ||--o{ TestStepDataMappingRegister : "uses"
TestStep ||--o{ TestStepRulesAndRequirements : "validates"
BusinessProcess ||--o{ TestComponent : "tested-by"
Object ||--o{ TestComponent : "tested-by"
SecurityProfile ||--o{ TestComponent : "validated-by"
Object ||--o{ ObjectTestPlan : "has"
TestPlan ||--o{ ObjectTestPlan : "covers"
TestPlan {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Status__c
string Type__c
}
TestScenario {
string Id PK
string Test_Plan__c FK
string Name
string Status__c
}
TestCase {
string Id PK
string Test_Scenario__c FK
string Name
string Status__c
string Expected_Result__c
}
TestStep {
string Id PK
string Test_Case__c FK
integer Step_Number__c
string Description
string Expected_Result__c
}
DefectLog {
string Id PK
string Test_Case__c FK
string Project__c FK
string Name
string Severity__c
string Status__c
}
DC-12: Cutover & Go-Live Management
| Priority: Medium |
Objects: 7 |
Trigger Keywords: cutover, go-live, environment, baseline, deployment |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Cutover_Deliverable__c |
Cutover Plan |
Cutover planning |
amigo1__Cutover_Task__c |
Cutover Task |
Individual cutover tasks |
amigo1__Cutover_Event_Journal__c |
Cutover Event Journal |
Event logging during cutover |
amigo1__Cutover_Plan_Change_Request__c |
Cutover Plan Change Request |
Changes to cutover plans |
amigo1__Baseline_Cutover_Data__c |
Baseline Cutover Data |
Baseline data for cutover |
amigo1__Environment__c |
Environment |
Deployment environments |
amigo1__Object_Environment__c |
Object Environment |
Objects in environments |
Relationship Diagram
erDiagram
Organization ||--o{ Portfolio : "has"
Organization ||--o{ Program : "has"
Organization ||--o{ Project : "has"
Organization ||--o{ Environment : "has"
Organization ||--o{ CutoverDeliverable : "has"
Organization ||--o{ CutoverTask : "has"
Organization ||--o{ CutoverEventJournal : "has"
Organization ||--o{ CutoverPlanChangeRequest : "has"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ CutoverDeliverable : "has"
Portfolio ||--o{ CutoverTask : "has"
Portfolio ||--o{ CutoverEventJournal : "has"
Program ||--o{ Project : "contains"
Program ||--o{ CutoverDeliverable : "has"
Program ||--o{ CutoverTask : "has"
Project ||--o{ CutoverDeliverable : "has"
Project ||--o{ CutoverTask : "has"
Project ||--o{ CutoverPlanChangeRequest : "has"
Project ||--o{ Baseline : "has"
CutoverDeliverable ||--o{ CutoverTask : "contains"
CutoverDeliverable ||--o{ CutoverPlanChangeRequest : "has"
CutoverDeliverable ||--o{ Baseline : "has"
CutoverDeliverable ||--o{ BaselineData : "has"
Environment ||--o{ CutoverPlanChangeRequest : "has"
Environment ||--o{ ObjectEnvironment : "contains"
CutoverTask ||--o{ CutoverPlanChangeRequest : "has"
CutoverTask ||--o{ BaselineData : "has"
Baseline ||--o{ BaselineData : "contains"
Baseline ||--o{ BaselineCutoverData : "has"
CutoverDeliverable {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Status__c
date Planned_Start__c
date Planned_End__c
}
CutoverTask {
string Id PK
string Cutover_Deliverable__c FK
string Name
string Status__c
integer Sequence__c
decimal Duration_Hours__c
}
Environment {
string Id PK
string Organization__c FK
string Name
string Type__c
string Status__c
}
CutoverEventJournal {
string Id PK
string Organization__c FK
string Event_Type__c
datetime Timestamp__c
string Description__c
}
DC-13: Benefits & Financial Tracking
| Priority: Medium |
Objects: 11 |
Trigger Keywords: benefit, cost, expense, ROI, financial, budget, tracking |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Benefit__c |
Benefit |
Benefit definitions |
amigo1__Benefits_Tracking_Detail__c |
Benefits Tracking Detail |
Benefit realization tracking |
amigo1__Benefit_Process__c |
Benefit Process |
Benefits linked to processes |
amigo1__Benefit_Deliverable__c |
Benefit Deliverable |
Benefits linked to deliverables |
amigo1__Datum_Benefit__c |
Datum Benefit |
Data-benefit associations |
amigo1__Cost__c |
Cost |
Cost tracking |
amigo1__Cost_Tracking_Detail__c |
Cost Tracking Detail |
Detailed cost tracking |
amigo1__Cost_Rate_Table__c |
Cost Rate Table |
Cost rate definitions |
amigo1__Billing_Rate_Table__c |
Billing Rate Table |
Billing rate definitions |
amigo1__Expense_Report__c |
Expense Report |
Expense reporting |
amigo1__Expense_Tracking__c |
Expense Tracking |
Expense tracking details |
Relationship Diagram
erDiagram
Organization ||--|| Portfolio : "has"
Organization ||--|| Program-Financial : "has"
Organization ||--|| Benefit-Tracking-Details : "has"
Organization ||--|| Cost : "has"
Organization ||--|| Cost-Tracking-Details : "has"
Organization ||--|| Cost-Rate-Table : "has"
Organization ||--|| Billing-Rate-Table : "has"
Organization ||--|| Expense-Tracking : "has"
Organization ||--|| Benefit : "has"
Portfolio ||--|| Benefit-Tracking-Details : "has"
Portfolio ||--|| Cost : "has"
Portfolio ||--|| Cost-Tracking-Details : "has"
Portfolio ||--|| Expense-Tracking : "has"
Portfolio ||--|| Benefit : "has"
Program-Financial ||--|| Benefit : "has"
Program-Financial ||--|| Cost : "has"
Program-Financial ||--|| Cost-Tracking-Details : "has"
Objectives ||--o{ Measure-and-Metrics : "has"
Measure-and-Metrics ||--o{ Benefit : "relates to"
Benefit ||--o{ Benefit-Tracking-Details : "has"
Benefit ||--o{ Benefit-Process : "linked to"
Benefit ||--o{ Benefit-Deliverable : "realized by"
Benefit ||--o{ Datum-Benefit : "associated with"
Cost ||--o{ Cost-Tracking-Details : "has"
Expense-Report ||--|| Expense-Tracking : "has"
Program ||--|| Expense-Tracking : "has"
Project ||--|| Expense-Tracking : "has"
Benefit {
string Id PK
string Organization__c FK
string Project__c FK
string Name
decimal Target_Value__c
decimal Realized_Value__c
string Status__c
}
Cost {
string Id PK
string Organization__c FK
string Project__c FK
string Name
decimal Budgeted__c
decimal Actual__c
string Category__c
}
Expense-Tracking {
string Id PK
string Project__c FK
string Expense_Report__c FK
decimal Amount__c
date Expense_Date__c
}
DC-14: Communication & Collaboration
| Priority: Low |
Objects: 9 |
Trigger Keywords: communication, stakeholder, meeting, change impact, OCM |
Objects in This Domain
| API Name |
Label |
Description |
amigo1__Communications_Register__c |
Communications Register |
Communication planning |
amigo1__Communication_Stakeholder__c |
Communication Stakeholder |
Stakeholders for communications |
amigo1__Stakeholder_Groups__c |
Stakeholder Group |
Stakeholder group definitions |
amigo1__Datum_Stakeholder_Group__c |
Datum Stakeholder Group |
Data-stakeholder associations |
amigo1__Change_Impact_Assessment__c |
Change Impact Assessment |
Change impact analysis |
amigo1__Change_Impact_Stakeholder_Group__c |
Change Impact Stakeholder Group |
Stakeholders affected by changes |
amigo1__Meeting_Minutes__c |
Meeting Minutes |
Meeting documentation |
amigo1__Attendees_and_absentees__c |
Attendees and absentees |
Meeting attendance tracking |
amigo1__Watch_List__c |
Watch List |
Items being monitored |
Relationship Diagram
erDiagram
Organization ||--o{ Portfolio : "has"
Organization ||--o{ Program : "has"
Organization ||--o{ Project : "has"
Organization ||--o{ CommunicationRegister : "has"
Organization ||--o{ StakeholderGroup : "has"
Organization ||--o{ ChangeImpactAssessment : "has"
Organization ||--o{ MeetingMinutes : "has"
Organization ||--o{ WatchList : "has"
Portfolio ||--o{ Program : "contains"
Portfolio ||--o{ CommunicationRegister : "has"
Portfolio ||--o{ StakeholderGroup : "has"
Portfolio ||--o{ ChangeImpactAssessment : "has"
Portfolio ||--o{ MeetingMinutes : "has"
Portfolio ||--o{ WatchList : "has"
Program ||--o{ Project : "includes"
Program ||--o{ CommunicationRegister : "has"
Program ||--o{ StakeholderGroup : "has"
Program ||--o{ ChangeImpactAssessment : "has"
Program ||--o{ MeetingMinutes : "has"
Program ||--o{ WatchList : "has"
Project ||--o{ CommunicationRegister : "has"
Project ||--o{ MeetingMinutes : "has"
Project ||--o{ WatchList : "has"
CommunicationRegister ||--o{ CommunicationStakeholder : "targets"
StakeholderGroup ||--o{ CommunicationStakeholder : "includes"
StakeholderGroup ||--o{ ChangeImpactStakeholderGroup : "affected by"
StakeholderGroup ||--o{ DatumStakeholderGroup : "linked to"
StakeholderGroup ||--o{ WatchList : "monitors"
ChangeImpactAssessment ||--o{ ChangeImpactStakeholderGroup : "impacts"
MeetingMinutes ||--o{ AttendeesAbsentees : "records"
CommunicationRegister {
string Id PK
string Organization__c FK
string Project__c FK
string Name
string Audience__c
string Channel__c
string Frequency__c
}
StakeholderGroup {
string Id PK
string Organization__c FK
string Name
string Description
}
ChangeImpactAssessment {
string Id PK
string Organization__c FK
string Name
string Impact_Level__c
string Mitigation__c
}
MeetingMinutes {
string Id PK
string Project__c FK
string Name
date Meeting_Date__c
string Summary__c
}
4. Cross-Domain Relationship Matrix
This matrix shows how Domain Contexts connect to each other through shared objects.
| From Domain |
To Domain |
Connection Objects |
Relationship Type |
| DC-01 |
DC-02 |
Organization, Portfolio |
Parent-Child |
| DC-01 |
DC-03 |
Organization, Portfolio, Program |
Parent-Child |
| DC-02 |
DC-03 |
Program, Project |
Parent-Child |
| DC-03 |
DC-04 |
Project, Deliverable |
Parent-Child |
| DC-04 |
DC-05 |
Deliverable, Work_Package |
Links to RAID |
| DC-03 |
DC-05 |
Project |
Risk/Issue/Decision Owner |
| DC-05 |
DC-06 |
Issue_Log, Change_Request |
Escalation |
| DC-07 |
DC-04 |
RACI_Chart, Work_Package |
Assignment |
| DC-07 |
DC-05 |
RACI_Chart, Risk/Issue |
Ownership |
| DC-08 |
DC-04 |
Methodology_Activity, Work_Package_Type |
Template |
| DC-09 |
DC-11 |
Business_Process, Test_Component |
Testing |
| DC-10 |
DC-11 |
Data_Mapping_Register, Test_Step |
Validation |
| DC-11 |
DC-05 |
Defect_Log, Issue_Log |
Escalation |
| DC-12 |
DC-03 |
Cutover_Plan, Project |
Deployment |
| DC-13 |
DC-01 |
Benefit, Objectives |
Tracking |
| DC-14 |
DC-05 |
Stakeholder_Group, Change_Request |
Approval |
5. Query Generation Guidelines
5.1 Critical Rules
- Never use COUNT() for “How many” questions
- Always retrieve records and count programmatically
- Wrong:
SELECT COUNT() FROM amigo1__Work_Package__c
- Correct:
SELECT Id, Name FROM amigo1__Work_Package__c
- Use LIKE for name searches
- Always use wildcards for flexible matching
- Pattern:
WHERE Name LIKE '%SearchTerm%'
- Use RACI_Chart for resource queries
- Any query about “assigned to”, “who has”, “how many does X have”
- Always join through RACI_Chart, not direct lookup
- Respect the hierarchy
- Always filter by Organization first when applicable
- Use relationship queries to traverse hierarchy
5.2 Query Type Selection
| User Intent |
Query Type |
Example Keywords |
| Retrieve specific records |
SOQL |
“get”, “show”, “list”, “what is” |
| Search across objects |
SOSL |
“find”, “search”, “lookup” |
| Aggregate/analyze |
SOQL with relationships |
“how many”, “total”, “compare” |
| Generate content |
Conversational |
“write”, “create”, “help me” |
5.3 Common Query Patterns
-- Pattern 1: Hierarchy traversal
SELECT Id, Name, amigo1__Program__r.Name, amigo1__Program__r.amigo1__Portfolio__r.Name
FROM amigo1__Project__c
WHERE amigo1__Organization__c = :orgId
-- Pattern 2: RACI-based assignment query
SELECT Id, Name
FROM amigo1__Work_Package__c
WHERE Id IN (
SELECT amigo1__Work_Package__c
FROM amigo1__RACI_Chart__c
WHERE amigo1__User__r.Name LIKE '%John%'
)
-- Pattern 3: Risk analysis
SELECT Id, Name, amigo1__Risk_Score__c, amigo1__Impact__c, amigo1__Probability__c
FROM amigo1__Risk_Register__c
WHERE amigo1__Project__r.Name LIKE '%ProjectX%'
ORDER BY amigo1__Risk_Score__c DESC
LIMIT 5
-- Pattern 4: Health dashboard
SELECT Id, Name, amigo1__Health_Score__c, amigo1__SPI__c, amigo1__CPI__c,
(SELECT Id, Name, amigo1__Status__c FROM amigo1__Risk_Registers__r WHERE amigo1__Status__c = 'Open'),
(SELECT Id, Name, amigo1__Status__c FROM amigo1__Issue_Logs__r WHERE amigo1__Status__c = 'Open')
FROM amigo1__Project__c
WHERE amigo1__Program__r.Name LIKE '%ProgramY%'
6. Appendix: Complete Object Reference
All 147 AMIGO Objects by API Name
| # |
API Name |
Label |
Domain Context |
| 1 |
amigo1__Organization__c |
Organization |
DC-01 |
| 2 |
amigo1__Portfolio__c |
Portfolio |
DC-01 |
| 3 |
amigo1__Portfolio_Evaluation_Request__c |
Portfolio Evaluation Request |
DC-01 |
| 4 |
amigo1__Portfolio_User_Association__c |
Portfolio User Association |
DC-01 |
| 5 |
amigo1__Portfolio_Evaluator__c |
Portfolio Evaluator |
DC-01 |
| 6 |
amigo1__User_Association__c |
Organization User Association |
DC-01 |
| 7 |
amigo1__Goals__c |
Goals |
DC-01 |
| 8 |
amigo1__Objectives__c |
Objectives |
DC-01 |
| 9 |
amigo1__Measures_and_Metrics__c |
Measures and Metrics |
DC-01 |
| 10 |
amigo1__Program__c |
Program |
DC-02 |
| 11 |
amigo1__Program_Financial__c |
Program Financial |
DC-02 |
| 12 |
amigo1__Program_User_Association__c |
Program User Association |
DC-02 |
| 13 |
amigo1__Program_Dictionary__c |
Program Dictionary |
DC-02 |
| 14 |
amigo1__Program_Evaluation_Score__c |
Program Evaluation Score |
DC-02 |
| 15 |
amigo1__Domain_Program__c |
Domain Program |
DC-02 |
| 16 |
amigo1__Datum_Program__c |
Datum Program |
DC-02 |
| 17 |
amigo1__Project__c |
Project |
DC-03 |
| 18 |
amigo1__Project_Dictonary__c |
Project Dictionary |
DC-03 |
| 19 |
amigo1__Project_Teams__c |
Project Team |
DC-03 |
| 20 |
amigo1__Project_End_User__c |
Project End User |
DC-03 |
| 21 |
amigo1__Project_Methodology_Activity__c |
Project Methodology Activity |
DC-03 |
| 22 |
amigo1__Project_Key_Decision__c |
Project Key Decision |
DC-03 |
| 23 |
amigo1__Gate__c |
Gate |
DC-03 |
| 24 |
amigo1__Gate_Metrics_and_Results__c |
Gate Metrics and Results |
DC-03 |
| 25 |
amigo1__Deliverable__c |
Deliverable |
DC-04 |
| 26 |
amigo1__Deliverable_Type__c |
Deliverable Type |
DC-04 |
| 27 |
amigo1__Deliverable_End_User__c |
Deliverable End User |
DC-04 |
| 28 |
amigo1__Work_Package__c |
Work Package |
DC-04 |
| 29 |
amigo1__Work_Package_Type__c |
Work Package Type |
DC-04 |
| 30 |
amigo1__Work_Package_End_User__c |
Work Package End User |
DC-04 |
| 31 |
amigo1__Work_Package_Type_Estimate__c |
Work Package Type Estimate |
DC-04 |
| 32 |
amigo1__Risk_Register__c |
Risk Registers |
DC-05 |
| 33 |
amigo1__Risk_Register_Deliverable__c |
Risk Register Deliverable |
DC-05 |
| 34 |
amigo1__Risk_Register_Object__c |
Risk Register Object |
DC-05 |
| 35 |
amigo1__Risk_Register_Project__c |
Risk Register Project |
DC-05 |
| 36 |
amigo1__Issue_Log__c |
Issue Log |
DC-05 |
| 37 |
amigo1__Object_Issue_Log__c |
Object Issue Log |
DC-05 |
| 38 |
amigo1__Deliverables_Issue_Log__c |
Deliverables Issue Log |
DC-05 |
| 39 |
amigo1__Projects_Issue_Log__c |
Projects Issue Log |
DC-05 |
| 40 |
amigo1__Key_Decision__c |
Key Decision |
DC-05 |
| 41 |
amigo1__Deliverable_For_Key_Decisions__c |
Deliverable For Key Decisions |
DC-05 |
| 42 |
amigo1__Object_Key_Decision__c |
Object Key Decision |
DC-05 |
| 43 |
amigo1__Action_Items__c |
Action Items |
DC-06 |
| 44 |
amigo1__Objects_Action_Item__c |
Objects Action Item |
DC-06 |
| 45 |
amigo1__Change_Request_Log__c |
Change Request Log |
DC-06 |
| 46 |
amigo1__Change_Request_Business_Transaction__c |
Change Request Business Transaction |
DC-06 |
| 47 |
amigo1__ObjectChangeRequest__c |
ObjectChangeRequest |
DC-06 |
| 48 |
amigo1__Lessons_Learned__c |
Lessons Learned |
DC-06 |
| 49 |
amigo1__Role_Recource__c |
Resources |
DC-07 |
| 50 |
amigo1__Workstream_Role__c |
Roles |
DC-07 |
| 51 |
amigo1__Workstream_Project_team_Role_Member__c |
Workstream Role |
DC-07 |
| 52 |
amigo1__Workstream_Role_Resources__c |
Workstream Role Resources |
DC-07 |
| 53 |
amigo1__RACI_Chart__c |
RACI Chart |
DC-07 |
| 54 |
amigo1__RACI_Chart_Extension__c |
RACI Charts |
DC-07 |
| 55 |
amigo1__End_User__c |
End User |
DC-07 |
| 56 |
amigo1__Organizational_Other_User__c |
Organizational Other User |
DC-07 |
| 57 |
User |
User (Standard) |
DC-07 |
| 58 |
amigo1__Work_Stream__c |
Work Streams |
DC-08 |
| 59 |
amigo1__Work_Stream_Activity__c |
Work Stream Activity |
DC-08 |
| 60 |
amigo1__Predecessor_Work_Stream__c |
Predecessor Work Stream |
DC-08 |
| 61 |
amigo1__Successor_Work_Streams__c |
Successor Work Streams |
DC-08 |
| 62 |
amigo1__Methodology__c |
Methodology |
DC-08 |
| 63 |
amigo1__Methodology_Activity_Group__c |
Methodology Activity Group |
DC-08 |
| 64 |
amigo1__Methodology_Activity__c |
Methodology Activity |
DC-08 |
| 65 |
amigo1__Predecessor_Methodology_Activity__c |
Predecessor Methodology Activity |
DC-08 |
| 66 |
amigo1__Successor_Methodology_Activity__c |
Successor Methodology Activity |
DC-08 |
| 67 |
amigo1__Methodology_Accelerators__c |
Methodology Leading Practice/Accelerator |
DC-08 |
| 68-147 |
(Remaining objects…) |
(See full list in DC-09 through DC-15) |
DC-09 to DC-15 |
Document Control
| Version |
Date |
Author |
Changes |
| 1.0 |
January 2026 |
WBE Consultants LLC |
Initial creation |
Build with purpose. Deliver value with pride.
— The AMIGO Team