QuoteX - ERD
Published on May 19, 2026 QuoteX
CHAPTER 1 Entity Relationship - QuoteX
1. High Level - Entity Relationship in QuoteX
The QuoteX architecture is structured around five core entity-relationship modules: Core Quoting, Rate & Staffing, Timeline & Costing, Resource Planning, and Salesforce Standard Objects. Note it is high level design only - not a complete ERD.
⏱ Time: 10–20 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Architects · Technology Architects · Salesforce Admins
| Full QuoteX ERD https://help.codeylabs.com/s/quotexerd | Interactive QuoteX ERD https://help.codeylabs.com/s/quotexinteractiveerd |
CHAPTER 2 Entity Relationship - QuoteX
2. Core CRM and Shared Lookups - QuoteX
⏱ Time: 2 – 5 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Architects · Technology Architects · Salesforce Admins
CHAPTER 3 Entity Relationship - QuoteX
3. Scope and Project - QuoteX
⏱ Time: 2 – 5 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Architects · Technology Architects · Salesforce Admins
CHAPTER 4 Entity Relationship - QuoteX
4. Timeline Library - QuoteX
⏱ Time: 2 – 5 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Architects · Technology Architects · Salesforce Admins
CHAPTER 5 Entity Relationship - QuoteX
5. Timeline (Child PSC Quote) - QuoteX
⏱ Time: 2 – 5 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Architects · Technology Architects · Salesforce Admins
Knowledge Article Number: KA-00241