Object Aspects

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Custom Objects provode the following options for customization.

Contents

Fields and Forms

FieldsAdd/Edit/Delete Fields, or set Field Audit Log preferences.
FormsCreate data entry forms (Forms) and assign them to Roles.
ValidationsPrevents bad data from being entered into the database.
Forms AssignmentSpecify which Roles use which Forms.
Macros Specify conditions and select actions to be executed when the user selects the macro from the list of Record Actions.
Custom Form ActionsAdd custom code to a form to provide buttons that a user can click.
Activity History Displays the list of activities that have taken place with respect to the record, starting with the most recent.

Automation

Business Rules Define Rules and Rule Sets to automate processing.
Macros Allow users to perform several actions with a single click.
Processes Define a series of tasks and the flow between them--both automated (including Web Services) and manual (specifying the team, role, or person who needs to accomplish them.
External Data Sources Use a Web Service to retrieve related records from an external data store.
SLAs Define Service Level Agreements and their objectives.
SLA Escalations Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.

Communication Templates

Email Templates Email Templates are mail-merge forms that can use Template Variables as placeholders for record-specific data.
Document TemplatesDocument Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.

Record Additions

These items can be added to any record, in any object.

Tasks Create a single-task or define a multi-step task sequence, and designate the person or group that needs to carry it out.
Private Notes and Email Messages Send messages and add notes, automatically recording in the record's activity history.
Attachments Add an attachment to a note or message, click [Add File] in the sidebar to add an attachment.

Object Settings

Object Properties
Edit Modify properties, including singular and plural labels.
Delete Delete the object and any records it contains. You'll be asked to provide your full name for the log. Enter first name, space, and last name, exactly as they appear in your personal account settings.
Object Relationships
Child Objects Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
Related Objects View and manage relationships with other objects defined by Lookup fields.
IndexesDefine a unique identifier to improve search performance and prevent duplicate record creation
Field Audit Log SettingsSelect fields for auditing. All changes to specified fields are then recorded in the Field Audit Log.
Record Locator Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique Record Id, or define fields to include in a Search)
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