Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations, so you can skip the setup and start operating.

Using Templates #

Start by accessing your account settings and heading to the Object section. In there, click + Add custom object.

Select the “Use a template” option, then click continue.

Hover over a template to preview it or select it.

If previewing a template, click Choose Template to open the asset list.

Once reviewed, click import objects to apply it.

Once the import is completed, your object(s), related fields, and details will be added under Custom Object.

This makes it easier than ever to add custom objects to your CRM, ensuring you can set all important custom fields and associations quickly and efficiently. Allowing you to spend less time on setting the system up and more on customer relationships.

Frequently Asked Questions #

What is a Custom Object Template? #

A Custom Object Template is a pre-built, industry-specific configuration that includes ready-to-use custom objects, fields organized into folders, and associations you can apply in one click.

Where do I start creating an object from a template? #

Access your account settings, head to the Object section, click + Add custom object, then select the “Use a template” option and click continue.

Can I preview a template before applying it? #

Yes. Hover over a template to preview it, and if previewing, click Choose Template to open the asset list before importing.

How do I apply a template? #

After reviewing the template’s assets, click import objects to apply it. The object(s), related fields, and details will then be added under Custom Object.

What gets included when I import a template? #

The template adds its custom objects, related fields (organized into folders), and associations, so the structure is ready to use immediately.

Why use a template instead of building from scratch? #

Templates let you skip manual setup and configure important custom fields and associations quickly, so you spend less time on configuration and more on customer relationships.