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- Social Commerce Platform
- Data model and import order
The tables behind Social Commerce Platform
Social Commerce Platform ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Shoppable post pipeline:
Opportunities, Accounts, Contacts, team members. The partner opportunity carries owner, counterparty, stage, value and close date.
Creator attribution:
Creator attributions, Opportunities, Accounts. The attribution carries creator, attributed orders, order reference and review status.
Creator review:
Review decisions, creator attributions, team members. The reviewer names the source revision and records a decision.
Proposal and products:
Opportunity lines, Products, Opportunities. Lines carry quantity, unit price and discount.
Follow-up and evidence:
Relationship activities, record attachments, operation receipts. Activities, support and execution outcomes remain distinct records.
Organization and access:
Organizations, team members, Users. Organization references keep records within the responsible business unit.
Every table, by feature
- Shoppable post pipeline6
- Creator attribution6
- Creator review5
- Partner relationships7
- Proposal and products6
- Follow-up and evidence6
- Shared and settings1
- Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A partner company the team sells to, tracking how much business it could bring in.
Linked to Organizations - Contacts
Someone at a partner account that the team calls, emails, or checks in with regularly.
Linked to Accounts, Organizations - Team members
A staff member who works deals and accounts, used to see who's active and their role.
Linked to Organizations - Relationship activities
A call, meeting, or task tied to a deal, used to track what's been done and what's next.
Linked to Opportunities, Team members, Organizations - Operation receipts
Proof that a specific action happened, used to confirm work was actually completed.
Linked to Organizations, Opportunities, Team members
- Creator attributions
Creator and live-drop attribution records: creator, post date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A partner company the team sells to, tracking how much business it could bring in.
Linked to Organizations - Team members
A staff member who works deals and accounts, used to see who's active and their role.
Linked to Organizations - Record attachments
A file or link attached to a deal, used to keep supporting documents in one place.
Linked to Opportunities, Organizations, Creator attributions - Review decisions
A yes-or-no call made on a deal change, used to keep approvals accountable.
Linked to Opportunities, Team members, Creator attributions, Organizations
- Review decisions
A yes-or-no call made on a deal change, used to keep approvals accountable.
Linked to Opportunities, Team members, Creator attributions, Organizations - Creator attributions
Creator and live-drop attribution records: creator, post date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Record attachments
A file or link attached to a deal, used to keep supporting documents in one place.
Linked to Opportunities, Organizations, Creator attributions - Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Team members
A staff member who works deals and accounts, used to see who's active and their role.
Linked to Organizations
- Accounts
A partner company the team sells to, tracking how much business it could bring in.
Linked to Organizations - Contacts
Someone at a partner account that the team calls, emails, or checks in with regularly.
Linked to Accounts, Organizations - Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Creator attributions
Creator and live-drop attribution records: creator, post date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Relationship activities
A call, meeting, or task tied to a deal, used to track what's been done and what's next.
Linked to Opportunities, Team members, Organizations - Team members
A staff member who works deals and accounts, used to see who's active and their role.
Linked to Organizations - Organizations
A business unit the whole platform is organized under, setting its time zone and currency.
- Opportunity lines
One product or item quoted within a deal, used to build out the full order.
Linked to Opportunities, Products - Products
An item the team sells, used to keep pricing and details consistent across deals.
Linked to Organizations - Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Relationship activities
A call, meeting, or task tied to a deal, used to track what's been done and what's next.
Linked to Opportunities, Team members, Organizations - Operation receipts
Proof that a specific action happened, used to confirm work was actually completed.
Linked to Organizations, Opportunities, Team members - Accounts
A partner company the team sells to, tracking how much business it could bring in.
Linked to Organizations
- Relationship activities
A call, meeting, or task tied to a deal, used to track what's been done and what's next.
Linked to Opportunities, Team members, Organizations - Record attachments
A file or link attached to a deal, used to keep supporting documents in one place.
Linked to Opportunities, Organizations, Creator attributions - Operation receipts
Proof that a specific action happened, used to confirm work was actually completed.
Linked to Organizations, Opportunities, Team members - Opportunities
A potential sale being worked, used to track its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Creator attributions
Creator and live-drop attribution records: creator, post date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Team members
A staff member who works deals and accounts, used to see who's active and their role.
Linked to Organizations
Keys and references
Use Organizations as the parent for partner accounts, products, opportunities, attributions and team members. Link Contacts to Accounts; link opportunity lines to Opportunities and optionally Products. Link creator attributions to their parent opportunity. Review decisions must reference a parent opportunity and Reviewer and can reference the creator attribution under review. Keep record attachments associated with the intended opportunity or attribution. Preserve operation key and external reference on receipts when reconciling outside actions.
Migration order
- Load Organizations, team members and Users with stable identifiers.
- Load Accounts and Contacts, then Products.
- Load Opportunities and opportunity lines, preserving owner and counterparty references.
- Load relationship activities and creator attributions with their parent opportunities.
- Load record attachments, review decisions and operation receipts; reconcile revision and operation references.
- Test organization access, attribution review and a proposal-to-close case before opening the next cycle.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.