Create Objects

Tenants can create Objects when this service is enabled.

The Create Objects option is managed by a Service Provider admin This feature is enabled, by default Learn more: Tenant Configuration Options

Users that have the Customize Objects permission can manage Objects

Add a New Object

1. Click Designer > Objects

2. Click the [New Object] button.

Two tabs appear, giving you the option to create an object by importing data from a spreadsheet, or by using the object-construction wizard.

3 Choose your object-construction method:

Create By Import

Paste data copied from a spreadsheet, or import it from a file:

• The wizard identifies the number of columns of data, and gives you an opportunity to specify the Field Display Type for each column
• An Object is created from the data. You can then modify the object however you like.

Create Using Wizard

Define as many Objects as you need and specify the Relationships between them.

Edit an Object

When a Custom Object is created or edited, the following options are available for customization:

Note: Built-in or CRM objects may not include all of these options

Object Tab	Description
Properties	Define Object information and set preferences for Email Campaign tracking, Notes and Activities management. Note: Chosen options only are shown on this page. Click [Edit] to see the full range of choices.
Fields	Add/Edit/Delete Fields, or set Field Audit Log preferences
Forms	Create data entry forms (Forms) and assign them to Roles
Actions	Create custom actions that can be tied to a Component, Page or JavaScript to execute an operation on a Record or group of Records
Record Locators	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)
Indexes	Define a unique identifier to improve search performance and prevent duplicate record creation
Validations	Prevents bad data from being entered into the database
Data Policies	Model your business rules and enable automation of processes around data records
Assignments	Automatically assign record ownership and trigger notification via email; Visible only in the Prospect or Cases Objects
Print Templates	Print Templates create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
Web Forms	Collect information from your company web site, and automatically add it to this object
Workflows	Automate business processes (request, approve/deny, escalate, etc.)

Delete an Object

When an object is deleted, the associated Data Tab will not be available in your application. All of the records and Related Information in the object are deleted. Deleting an Object moves all associated records to the Recycle Bin.

To delete an object:

1. Click Designer > Objects > {object}
2. From the Properties tab, click the [Delete] button
3. Enter your name to confirm your action
4. Click [Delete] once again to delete the object, along with all of the records it contains.