Custom Objects
Build your own record types for the things standard contacts and opportunities don't cover — properties, vehicles, projects, and more — complete with fields, associations, automation, and bulk tools.
13 articles
Getting Started with Custom Objects
- Getting Started with Custom ObjectsGive properties, vehicles, policies, or projects their own first-class record type.
- Create and Edit Custom ObjectsBuild a custom object from scratch, then adjust its fields and settings later.
- Create and Update Custom Object RecordsPopulate your custom object and keep its records current.
- Custom Objects for Real Estate: A Practical ExampleSee how a Property object links listings to clients, vendors, and viewings.
- Automate Workflows with Custom Object Triggers and ActionsTrigger workflows off custom object records and update them automatically.
- Save Views with SmartLists for Custom ObjectsBundle filters, columns, and sort order into a reusable, shareable view.
- Custom Objects: Plan Availability and LimitsAvailable on every plan — here are the object, record, and association caps.
- Add Notes to Custom Object RecordsLog context directly against a property, vehicle, or policy record.
Managing Custom Object Records
- View Custom Object Audit LogsSee who created, changed, or deleted records and associations.
- Filter Custom Object Records with Advanced FiltersNarrow long record lists using standard and custom fields with AND/OR logic.
- View and Sort Custom Object RecordsUse List View to scan, sort, and arrange columns across many records.
- Enforce Unique Values with Unique FieldsStop duplicate serial numbers, reference codes, and IDs before they're saved.
- Bulk Delete and Restore Custom Object RecordsClean up many records at once, with a 60-day window to undo it.