Object Aspects

Custom Objects provode the following options for customization.

• System Objects may not include all of these options
• See also: Composite Objects (for developers)

Fields and Forms

Fields	Add/Edit/Delete Fields, or set Field Audit Log preferences
Forms	Create data entry forms (Forms) and assign them to Roles
Validations	Prevents bad data from being entered into the database
Forms Assignment	Specify which Roles use which Forms
Custom Form Actions	Add custom buttons to a form that a user can click to perform a variety actions

 

Automation

Business Rules	Define Rules and Rule Sets to automate processing.
Macros	Allow users to perform several actions with a single click.
Processes	Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
Process Models	Define a series of tasks, who needs to accomplish them, and the flow between them.
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 Templates	Document 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.
Calendar Events	Set up appointments, meetings, or other events. Automatically record them in your personal calendar, and automatically send messages to invited participants.
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

Properties	Define Object information. Also provides access to: Relationships View and manage relationships with other objects defined by Lookup fields. Delete Click this button to 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. 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.
Indexes	Define a unique identifier to improve search performance and prevent duplicate record creation
Field Audit Log Settings	Select 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)