Build a Custom Object

Why use this

You define a custom object so your data model fits your business, not someone else's CRM defaults.

Benefits:

• Custom record types beyond contacts and deals
• Required, default, and typed fields
• Records and schema both editable later

Who this is for: Owner, Member. Time to complete: ~8 minutes.

Outcome

A new record type plus its records.

Steps

1. Open /custom-objects.
2. New schema.
3. Add fields: name, type, required, default.
4. Save.
5. Create records under the schema.

What can go wrong

• Schema change breaks records: plan migrations carefully.

Related

• help-custom-objects.