9 min lesson

Custom objects

Model the entities and processes that are specific to how your business operates.

Custom objects extend the CRM beyond standard records so the workspace can reflect the vocabulary and relationships your team actually uses.

  • Recognize when a custom object is useful
  • Name objects clearly
  • Connect custom records to the rest of the CRM

Model what makes your business unique

This lesson structure is ready for the approved Custom objects guide, product screenshots, and examples.

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