Custom objects
When contacts and deals are not the right shape at all.
Sometimes your business has a thing that is not a company, a person or a deal — properties, vehicles, matters, shipments, courses.
Steps
- Open CRM settings and create the object.
- Define its fields.
- Add records, by hand, by import, or through the API.
- Retire it if it stops being used — retiring keeps the data and stops new records.
You're done when the thing you actually track has a home rather than living in notes.
Before you create one
Ask whether custom fields on an existing object would do. A custom object is right when the thing has its own identity and lifecycle; it is overkill when it is really an attribute.
Gotchas
- A custom object is not automatically wired into everything. Campaign enrolment and reporting are built around the standard objects.