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Custom Objects
Custom Objects

Custom objects allow you to store additional data in a scalable manner and link that to an account and organization.

Laura Bedoya avatar
Written by Laura Bedoya
Updated over 5 months ago

Custom Objects Overview

Custom Objects are unique data points linked to your customers, representing various information such as revenue contracts (Deals or Opportunities), customer escalations, and more. You can manually create them in Vitally or via any external system your company uses (like HubSpot or Salesforce) Custom Objects on the Account level will automatically roll up to the Organization level if you have hierarchy enabled!

Manually created Custom Objects can be associated with multiple Accounts and/or Organizations.

Manually Create Custom Objects

Custom Objects can be created manually without relying on an integration. Additionally, some integrations support bi-directional Custom Objects so they can be manually created in Vitally and sync back to your source of truth. See Custom Objects Native Integrations for more information.

How To

How To Visual

How to manually create a Custom Object

  1. Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Custom Object select the plus sign to the right

  2. Then select Create a custom object in Vitally (or via Quick Jump Mac: ⌘ + j Windows: Alt + j)

  3. Name your Custom Object and select your permissions to allow, or not allow, team members to create these custom objects

If you need to edit the name or permission for your custom object:

  1. Select manage to the right of the custom object

  2. A pop-up will appear where you can edit the name or change the permissions on who should be allowed to create a new opportunity.

Adding Properties to your Custom Object

  1. Once you've created the Custom Object, select Edit to the right

  2. Select Configure Fields

  3. Select Create Custom Trait

  4. Now you can create those traits (i.e Issue ID, Description, Title, etc)

  5. Now build your Zap to bring in that Custom Object!

Configure a Custom Object layout

By default, any new Custom Objects type that is synced will have its associated traits displayed alphabetically. By using Custom Objects layouts, you can organize traits in a more useful way.

How-To

How-To Visual

To create a custom object layout:

  1. Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Custom Object select the Custom Object

  2. Select the meatball menu on the top right (three dots) then select Manage layout on the custom object for which you would like to create a layout

  3. Select Create a Layout

  4. Configure the layout of the custom object by:

    • Adding Headers to organize and group traits

    • Dragging and dropping the traits to reorder

    • Removing traits that you don't wish to see

All changes are auto-saved and the layout will be applied the next time the Custom Object is viewed.

Visualizing Custom Objects in Vitally

Once your Custom Objects are imported into Vitally, you'll be able to leverage them in practically identical ways as you can your tasks, notes, and other 'main' Vitally features.

Table View

Create a Table View to visualize Custom Objects with columns on the Custom Object, Account, or Org level. For example, you can easily save a Table View (i.e. a report) showing Opportunities with a 'Close Date' within the next 3 months (for example).

Dashboards

You can use your Custom Objects alongside Vitally's Dashboard feature. For example, you can build dashboards showcasing a breakdown of Case types, total ARR across a dynamic set of Opportunities, and much more!

Boards

Create kanban-style boards that you can use to visualize Custom Object data in a workflow structure.

Account Columns

For every Custom Object you sync into Vitally, you can leverage columns/filters on your Accounts for 1) the total Custom Objects that the Account has (e.g. number of Opportunities) and 2) the last time a Custom Object was created (e.g. last Opportunity created date).

You'll see this same interface throughout Vitally anytime you'd like to use Custom Objects - in playbook automation, health scores, etc.

Custom Objects Native Integrations

You can also sync external objects associated with your customers into Vitally. This includes standard objects as well as any custom objects you've created in your external source.

To learn more on Custom Objects for our native integrations:


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