Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organised into folders), and associations, so you can skip the setup and get straight to work.
Using Templates
Start by accessing your account settings and heading to the Object section. From there, click + Add custom object.
Select the "Use a template" option, then click continue.
Hover over a template to preview it or select it.
If previewing a template, click Choose Template to open the asset list.
Once reviewed, click import objects to apply it.
Once the import is complete, your object(s), related fields, and details will be added under Custom Object.
This makes it simple to add custom objects to your CRM, so you can set up all the important custom fields and associations quickly and efficiently, spending less time on configuration and more time on customer relationships.