Custom Objects is a flexible way to manage data structures that go beyond standard contact or opportunity records. It lets you organise, filter, and visualise data to match your specific operational needs, making it easier to handle complex information in a way that suits your business.
Creating an Object
Head to the Objects tab in your account settings, then click the Add Custom Object button to begin.
Enter the singular and plural names for your custom object in the designated fields.
Optionally, set an internal name for your object by clicking the icon next to the Plural Object Name field. Once this name has been saved, it cannot be renamed.
Next, enter the property name in the Primary Display Field Name field and add an internal name if required.
If this field shouldn't receive duplicate entries, such as a serial number or a part number, check the box next to Mark Primary Field as Unique. When creating or importing records, duplicate entries in unique fields will trigger validation errors or warnings.
Select an icon to represent your object, using the search bar to find one that fits.
Finally, enter a description of the object in the Description field. Then, choose whether to save the object without adding custom fields or to create custom fields along with the object.
Whether you're managing complex customer data or specialised business processes, Custom Objects gives you the customisation needed to keep things organised and suited to how your business actually works.
📌 Note: The Single Line Text field is currently the only available choice in the Field Type dropdown menu, but additional field types will be introduced in future updates.