@salesforce/afv-skills 1.7.5 → 1.9.0

package/skills/generating-mermaid-diagrams/assets/datamodel/sales-cloud-erd.md

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+# Sales Cloud Data Model Template
+
+Pre-built data model for Salesforce Sales Cloud using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| Account | STD | Companies and organizations |
+| Contact | STD | People associated with accounts |
+| Lead | STD | Potential customers |
+| Opportunity | STD | Sales deals and revenue |
+| OpportunityLineItem | STD | Products on opportunities |
+| Product2 | STD | Product catalog |
+| Campaign | STD | Marketing campaigns |
+| CampaignMember | STD | Campaign responses |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects Account,Contact,Lead,Opportunity,Product2,Campaign \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% SALES CLOUD DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Core Objects
+    Lead["Lead<br/>(count)"]
+    Account["Account<br/>(count)"]
+    Contact["Contact<br/>(count)"]
+    Opportunity["Opportunity<br/>(count)"]
+
+    %% Product Objects
+    Product2["Product2<br/>(count)"]
+    OLI["OpportunityLineItem<br/>(count)"]
+
+    %% Campaign Objects
+    Campaign["Campaign<br/>(count)"]
+    CampaignMember["CampaignMember<br/>(count)"]
+
+    %% Relationships - Lead Conversion
+    Lead -.->|"converts"| Account
+    Lead -.->|"converts"| Contact
+
+    %% Relationships - Account to children
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Opportunity
+
+    %% Relationships - Opportunity
+    Opportunity ==>|"MD"| OLI
+    Product2 -->|"LK"| OLI
+    Contact -->|"LK"| Opportunity
+
+    %% Relationships - Campaign
+    Campaign ==>|"MD"| CampaignMember
+    Lead -->|"LK"| CampaignMember
+    Contact -->|"LK"| CampaignMember
+    Campaign -->|"LK"| Opportunity
+
+    %% Standard Objects - Sky Blue
+    style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style OLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Campaign fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style CampaignMember fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core sales flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Lead["Lead"]
+    Account["Account"]
+    Contact["Contact"]
+    Opportunity["Opportunity"]
+
+    Lead -.->|"converts"| Account
+    Lead -.->|"converts"| Contact
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Opportunity
+    Contact -->|"LK"| Opportunity
+
+    style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  SALES CLOUD DATA MODEL (L→R)                                               │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>), -.-> = converts       │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────┐          ┌──────────┐          ┌──────────────┐
+│   LEAD   │··········│ ACCOUNT  │── LK ───>│   CONTACT    │
+│ (count)  │ converts │ (count)  │          │   (count)    │
+└────┬─────┘          └────┬─────┘          └──────┬───────┘
+     │                     │                       │
+     │ converts            │ LK                    │ LK
+     │                     ▼                       ▼
+     │                ┌──────────────┐       ┌─────────────────┐
+     └───────────────>│ OPPORTUNITY  │<──────│  (via OCR)      │
+                      │   (count)    │       └─────────────────┘
+                      └──────┬───────┘
+                             │ MD
+                             ▼
+                      ┌──────────────────────┐
+                      │ OPPORTUNITY_LINE_ITEM│◄── LK ──┌───────────┐
+                      │      (count)         │         │ PRODUCT2  │
+                      └──────────────────────┘         │  (count)  │
+                                                       └───────────┘
+
+┌──────────┐          ┌─────────────────┐
+│ CAMPAIGN │═══ MD ══>│ CAMPAIGN_MEMBER │
+│ (count)  │          │    (count)      │
+└──────────┘          └─────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| Account | Contact | LK | Optional parent |
+| Account | Opportunity | LK | Optional parent |
+| Opportunity | OpportunityLineItem | MD | Cascade delete |
+| Product2 | OpportunityLineItem | LK | Optional parent |
+| Campaign | CampaignMember | MD | Cascade delete |
+| Campaign | Opportunity | LK | Primary campaign source |
+| Lead | (converts to) | - | Account + Contact created |
+
+---
+
+## Adding Custom Objects
+
+Use orange styling for custom objects:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account<br/>(317)"]
+    Invoice["Invoice__c<br/>(1,200)"]
+
+    Account ==>|"MD"| Invoice
+
+    %% Standard - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    %% Custom - Orange
+    style Invoice fill:#fed7aa,stroke:#c2410c,color:#1f2937
+```
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External

package/skills/generating-mermaid-diagrams/assets/datamodel/salesforce-erd.md

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+# Salesforce Data Model Template
+
+Data model diagram template using `flowchart LR` for visualizing Salesforce object relationships with color coding, LDV markers, and relationship type labels.
+
+## When to Use
+- Documenting object relationships
+- Planning data model changes
+- Understanding existing schema
+- Design reviews and architecture discussions
+
+## Cloud-Specific Templates
+
+For pre-built cloud diagrams, see:
+- **[Sales Cloud ERD](sales-cloud-erd.md)** - Account, Contact, Opportunity, Lead, Product, Campaign
+- **[Service Cloud ERD](service-cloud-erd.md)** - Case, Entitlement, Knowledge, ServiceContract
+
+## Preferred Format: `flowchart LR`
+
+Use `flowchart LR` (left-to-right) for data model diagrams. This format supports:
+- Individual node color coding by object type
+- Thick arrows (`==>`) for Master-Detail relationships
+- Left-to-right flow for readability
+- Simple object nodes (name + record count, no fields)
+
+---
+
+## Quick Reference
+
+### Object Type Colors
+
+| Type | Fill | Stroke | Example |
+|------|------|--------|---------|
+| Standard | `#bae6fd` | `#0369a1` | Account, Contact |
+| Custom (`__c`) | `#fed7aa` | `#c2410c` | Invoice__c |
+| External (`__x`) | `#a7f3d0` | `#047857` | SAP_Order__x |
+
+### Relationship Arrows
+
+| Arrow | Type | Meaning |
+|-------|------|---------|
+| `-->` | Lookup (LK) | Optional parent, no cascade delete |
+| `==>` | Master-Detail (MD) | Required parent, cascade delete |
+| `-.->` | Special | Conversion, indirect relationship |
+
+### Metadata Annotations
+
+| Annotation | When to Use |
+|------------|-------------|
+| `LDV[~4M]` | Record count >2M |
+| `(317)` | Record count <2M |
+
+---
+
+## Query Org Metadata
+
+Enrich diagrams with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects Account,Contact,Opportunity,Case \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    Account["Account<br/>(317)"]
+    Contact["Contact<br/>(346)"]
+    Opportunity["Opportunity<br/>(6)"]
+    Case["Case<br/>(2)"]
+
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Opportunity
+    Account -->|"LK"| Case
+    Contact -->|"LK"| Case
+
+    %% Standard Objects - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback Template
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  DATA MODEL (L→R)                                                           │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌────────────────┐         ┌────────────────┐         ┌────────────────┐
+│    ACCOUNT     │── LK ──>│    CONTACT     │── LK ──>│     CASE       │
+│     (317)      │         │     (346)      │         │      (2)       │
+└───────┬────────┘         └────────────────┘         └────────────────┘
+        │
+        │ LK
+        ▼
+┌────────────────┐
+│  OPPORTUNITY   │
+│      (6)       │
+└────────────────┘
+```
+
+---
+
+## Custom Object Example
+
+Shows mixing Standard (blue) and Custom (orange) objects:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% Standard Objects
+    Account["Account<br/>(317)"]
+    Product2["Product2<br/>(50)"]
+
+    %% Custom Objects
+    Invoice["Invoice__c<br/>(1,200)"]
+    InvoiceLine["Invoice_Line_Item__c<br/>(5,400)"]
+
+    Account ==>|"MD"| Invoice
+    Invoice ==>|"MD"| InvoiceLine
+    Product2 -->|"LK"| InvoiceLine
+
+    %% Standard - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+
+    %% Custom - Orange
+    style Invoice fill:#fed7aa,stroke:#c2410c,color:#1f2937
+    style InvoiceLine fill:#fed7aa,stroke:#c2410c,color:#1f2937
+```
+
+---
+
+## External Object Example
+
+Shows Standard, Custom, and External objects together:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account<br/>(317)"]
+    SAPOrder["SAP_Order__x<br/>(ext)"]
+    OrderLine["Order_Line__c<br/>(2,400)"]
+
+    Account -->|"LK"| SAPOrder
+    SAPOrder -->|"LK"| OrderLine
+
+    %% Standard - Sky Blue
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+
+    %% External - Green
+    style SAPOrder fill:#a7f3d0,stroke:#047857,color:#1f2937
+
+    %% Custom - Orange
+    style OrderLine fill:#fed7aa,stroke:#c2410c,color:#1f2937
+```
+
+---
+
+## LDV (Large Data Volume) Example
+
+Objects with >2M records show LDV indicator:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account<br/>LDV[~4M]"]
+    Contact["Contact<br/>LDV[~8M]"]
+    Case["Case<br/>(450K)"]
+
+    Account -->|"LK"| Contact
+    Account -->|"LK"| Case
+    Contact -->|"LK"| Case
+
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Case fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow is easier to read
+2. **Keep objects simple** - Show name + record count only (no fields)
+3. **Color code by type** - Blue=Standard, Orange=Custom, Green=External
+4. **Use correct arrows** - `-->` for Lookup, `==>` for Master-Detail
+5. **Add LDV indicators** - For objects >2M records
+6. **Use API names** - Show `Account` not "Accounts"
+
+---
+
+## ERD Conventions
+
+See **[ERD Conventions](../../references/erd-conventions.md)** for full documentation.

package/skills/generating-mermaid-diagrams/assets/datamodel/scheduler-erd.md

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+# Salesforce Scheduler Data Model Template
+
+Pre-built data model for Salesforce Scheduler (Lightning Scheduler) using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| ServiceAppointment | STD | Scheduled appointments |
+| ServiceResource | STD | People/equipment |
+| ServiceTerritory | STD | Service locations |
+| ServiceTerritoryMember | STD | Resource assignments |
+| WorkType | STD | Service types |
+| WorkTypeGroup | STD | Grouped work types |
+| AssignedResource | STD | Appointment assignments |
+| ResourceAbsence | STD | Time off/unavailability |
+| TimeSlot | STD | Available time slots |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects ServiceAppointment,ServiceResource,ServiceTerritory,WorkType \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% SALESFORCE SCHEDULER DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Core Scheduling Objects
+    SA["ServiceAppointment<br/>(count)"]
+    SR["ServiceResource<br/>(count)"]
+    ST["ServiceTerritory<br/>(count)"]
+
+    %% Resource Assignments
+    STM["ServiceTerritoryMember<br/>(count)"]
+    AR["AssignedResource<br/>(count)"]
+
+    %% Work Types
+    WT["WorkType<br/>(count)"]
+    WTG["WorkTypeGroup<br/>(count)"]
+    WTGM["WorkTypeGroupMember<br/>(count)"]
+
+    %% Availability
+    RA["ResourceAbsence<br/>(count)"]
+    TS["TimeSlot<br/>(count)"]
+
+    %% Related Objects
+    Account["Account<br/>(count)"]
+    Contact["Contact<br/>(count)"]
+    User["User<br/>(count)"]
+
+    %% Service Appointment
+    Account -->|"LK"| SA
+    Contact -->|"LK"| SA
+    ST -->|"LK"| SA
+    WT -->|"LK"| SA
+
+    %% Resource Structure
+    User -->|"LK"| SR
+    SR ==>|"MD"| STM
+    ST -->|"LK"| STM
+
+    %% Appointment Assignment
+    SA ==>|"MD"| AR
+    SR -->|"LK"| AR
+
+    %% Work Type Groups
+    WTG ==>|"MD"| WTGM
+    WT -->|"LK"| WTGM
+
+    %% Availability
+    SR ==>|"MD"| RA
+
+    %% Operating Hours
+    ST -->|"LK"| TS
+
+    %% Standard Objects - Sky Blue
+    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style STM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style AR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WT fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WTG fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style WTGM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style RA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style TS fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Scheduling Flow
+```
+Customer (Contact) → WorkType → ServiceAppointment ← ServiceResource
+                                        ↓
+                               ServiceTerritory
+```
+
+### Resource Availability
+| Object | Purpose |
+|--------|---------|
+| OperatingHours | Business hours definition |
+| TimeSlot | Available booking slots |
+| ResourceAbsence | Time off, breaks |
+| ServiceTerritoryMember | Territory assignment + hours |
+
+### ServiceResource Types
+| Type | Description |
+|------|-------------|
+| Technician | Field service worker |
+| Dispatcher | Scheduling coordinator |
+| Crew | Group of resources |
+| Asset | Equipment, vehicles |
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core scheduling flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Contact["Contact"]
+    SA["ServiceAppointment"]
+    SR["ServiceResource"]
+    ST["ServiceTerritory"]
+
+    Contact -->|"LK"| SA
+    ST -->|"LK"| SA
+    SA ==>|"MD assigned"| SR
+
+    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Territory & Resource Model
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    ST["ServiceTerritory"]
+    SR["ServiceResource"]
+    STM["ServiceTerritoryMember"]
+    OpHrs["OperatingHours"]
+
+    ST ==>|"MD"| STM
+    SR -->|"LK"| STM
+    ST -->|"LK"| OpHrs
+
+    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style STM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style OpHrs fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  SALESFORCE SCHEDULER DATA MODEL (L→R)                                       │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+┌──────────────┐                              ┌──────────────────────┐
+│   ACCOUNT    │──────────── LK ─────────────>│ SERVICE_APPOINTMENT  │
+│   (count)    │                              │       (count)        │
+└──────────────┘                              └──────────┬───────────┘
+                                                         │
+┌──────────────┐                                         │ MD
+│   CONTACT    │──────────── LK ─────────────────────────┤
+│   (count)    │                                         ▼
+└──────────────┘                              ┌──────────────────────┐
+                                              │   ASSIGNED_RESOURCE  │
+┌──────────────┐                              │       (count)        │
+│  WORK_TYPE   │──────────── LK ──────────────│                      │
+│   (count)    │                              └──────────┬───────────┘
+└──────────────┘                                         │ LK
+                                                         ▼
+┌───────────────────┐         ┌────────────────────────────────────────┐
+│ SERVICE_TERRITORY │═══ MD ═>│ SERVICE_TERRITORY_MEMBER               │
+│     (count)       │         │            (count)                     │
+└───────────────────┘         └────────────────────┬───────────────────┘
+         │                                         │ LK
+         │ LK                                      ▼
+         └───────────────────────────────>┌──────────────────────┐
+                                          │   SERVICE_RESOURCE   │
+                                          │       (count)        │
+                                          └──────────┬───────────┘
+                                                     │ MD
+                                                     ▼
+                                          ┌──────────────────────┐
+                                          │   RESOURCE_ABSENCE   │
+                                          │       (count)        │
+                                          └──────────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| ServiceTerritory | ServiceTerritoryMember | MD | Cascade delete |
+| ServiceResource | ServiceTerritoryMember | LK | Resource reference |
+| ServiceAppointment | AssignedResource | MD | Cascade delete |
+| ServiceResource | AssignedResource | LK | Resource reference |
+| ServiceResource | ResourceAbsence | MD | Cascade delete |
+| WorkTypeGroup | WorkTypeGroupMember | MD | Cascade delete |
+| WorkType | WorkTypeGroupMember | LK | Work type reference |
+| Account | ServiceAppointment | LK | Customer |
+| Contact | ServiceAppointment | LK | Contact person |
+| ServiceTerritory | ServiceAppointment | LK | Service location |
+| WorkType | ServiceAppointment | LK | Appointment type |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Resources per territory | Unlimited |
+| Territories per resource | Unlimited |
+| Appointments per day | Performance consideration |
+| Operating hours slots | 24 per day max |
+| Time slot duration | Configurable (minutes) |
+
+---
+
+## Scheduler vs Field Service
+
+| Feature | Scheduler | Field Service |
+|---------|-----------|---------------|
+| Focus | Appointments | Work orders |
+| Optimization | Basic | Advanced (FSL) |
+| Gantt | No | Yes |
+| Dispatch | Manual | Automated |
+| Mobile | Standard app | FSL Mobile |
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External