Objects: The Fundamentals

Explore and manage your objects as described in the following sections:

• What is an object?
• Add an object
• Add multiple objects
• Configure an object
• Preview data in an object
• Delete a table

What is an object

An object is a collection of data organized in rows and columns. The rows are called records, and the columns are called fields. Each record contains data about a single entity, such as a customer or an order. Each field contains data about a single attribute of the entity, such as the customer's name or the order's total price.

Add an object

To add an object:

1. Open settings from the User menu.
2. Select Objects form the Data menu.
   
3. Click + in the top header of the objects list view to add a new object..

Add multiple objects

You can repeat the steps described in Add a table to add multiple tables.

If you're migrating from an existing database or other structured data source that stores data in a rows and columns, a faster way to create objects it to use the Data Migration utility.

Configure an object

To configure a table:

1. Open settings from the User menu.
2. Select objects from the Data menu, and click the edit button to make configuration changes to the object.
3. Configure the object settings.

   Setting	Description
   Singluar Label	This should be a noun and will be the singular label for the object (e.g. Product). We recommend using Title Case and choosing words that describe the records as specifically and concise as possible. Singular lables are used when referencing a record in an object.
   Plural Label	The plural version of the label (e.g. Products). Plural labels are used when referencing a collection of records in an object or the object qas a whole.
   Table Name	The name used to store the object in the underlying database. This is not visible anywhere in the application and can not be changed once set.
   Record Label Field	This is set to 'id' by default and can be changed once you add fields. The record label field is used to identify a record through out the application. This field will be treated as the primary field on list views and displayed when a records is referenced on other objects. For example, if you set the record label field to product number, the product number would display instead of a big id throughout the application. This makes your records more recognizable and easier to use.
   Track Attachments	Setting this to true will create a ref field relationship on the attachments object which will allow you to add attachments to records in this object. Attachments
   Track Notes	Setting this to true will create a ref field relationship on the notes object which will allow you to add notes to records in this object. Notes
   Track Activties	Setting this to true will create a ref field relationship on the activities object which will allow you to add activities (e.g. emails, tasks, sms, events) to records in this object. Learn more about Actvities.
   Track Tags	(Not yet active)
   Track Favorites	Enabling this setting will allow users to favorite records in this object. Favorited records can be retrieved using the favorites filter. Learn more about Favorites.
   Enable Feed	Setting this setting to true, will enable Feeds on records in this object. A feed allows users to post messages related to the record to be shared with other users who have access to the record. Feeds facilitate real time collaboration and simplify communications. Learn more about Feeds.
   Feed Tracking	Enabling feed tracking will allow you to automatically post changes to individual fields in the feed. If you enable feed tracking on the object, you will want to do the same for each field where you want to track changes on. This is done in the field settings.
   Permission Sets	You must assign permission set access to the object to allow user roles to Create, Read, Update, Delete, and Clone records in the object. IMPORTANT: If you do not assign any permissions sets to an object, no one (including yourself) will be able to access this object. Learn more about Permission Sets.

4. Click "Save" to save your configurations.

View the data in a object

To view the data in a object:

1. Open settings from the User menu.
2. Select objects from the Data menu.
3. Select the object in the list that you want to preview.
4. Click the view preview button.

This will open the object in the dynamic list-view and display the records in the object. Learn more about Views.

Delete an object

To delete a object:

1. Open settings from the User menu.
2. Select objects from the Data menu.
3. Select the object in the list that you want to delete.
4. Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.