Creating and Editing Custom Objects

Step 1: Create Custom Object

Go to Subaccount > Settings > ObjectsClick on "Add Custom Object"

Step 2: Add Details about Custom Object

• Mention the singular name of the object e.g. Pet

• A plural name of the object should be added e.g. Pets

• Internal Name of the object and the primary field is created by default - it can be edited by clicking on the "</>" icon and updating the internal name.

• Add a name for the primary display field name - e.g. Pet Name, Pet Identification Number

• Add an icon to easily identify the custom object

• Also - add a description to the object to help anyone understand what the object signifies.

• Click on "Create Custom Object"

Step 3: Editing a Custom Object

• Once the Custom Object is created, the custom object will start appearing on the same page.

• You can click on any of the Custom Objects to start editing its details.

• Note that the primary display field and the internal names cannot be edited once created.

Deleting a Custom Object

• Click on the 3 dots near the custom object name

• Select "Delete" from the dropdown.

• Type "DELETE" in the text box and confirm deletion.

• The custom object is now deleted

Deleting a custom object is an irreversible action. Once a custom object is deleted, all its records, associations, workflows and custom fields will be deleted and cannot be recovered anymore.