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Custom Objects

Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account

About Custom Objects

You now have the ability to manually create Custom Objects that are managed in Vitally or sync Custom Objects via Zapier. We'll go over some of the most common Custom Objects via zapier but you are not limited to these. You can bring in from any external system that has objects that your company uses.
Please note that Salesforce is currently the only integration that we support directly through the integration.

Custom Objects: Manual Creation

You can now manually create Custom Objects or sync them from Zapier!
How-To
How-To Video
Create the Custom Object
  1. 1.
    Navigate to your Settings (⚙️) at the bottom left of the left panel
  2. 2.
    Select Custom Objects under Data Management (or get there via Quick Jump)
  3. 3.
    Select New Custom Object on the top right
  4. 4.
    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. 1.
    Select manage to the right of the custom object
  2. 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.
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Now you can add Properties to your Custom Object
  1. 1.
    Once you've created the Custom Object, select Manage to the right
  2. 2.
    Select Configure Fields
  3. 3.
    Select Create Custom Trait
  4. 4.
    Now you can create those traits (i.e Issue ID, Description, Title, etc)
  5. 5.
    Now build your Zap to bring in that Custom Object!
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Custom Objects: Syncing via Zapier

If you want to sync Custom Objects from another platform other than Salesforce, you can do so via Zapier! As long as you've already done the steps above under Custom Objects: Manual Creation​
How-To
How-To Visual
When building your Zap, you want to be sure you have at least your trigger and two actions (trigger, find a customer, create custom object):
  1. 1.
    Choose your trigger, in this example we'll be using Jira and the Event "New Issue"
  2. 2.
    Next you'll need an action to "Find a Customer in Vitally. This is because the Jira Issue has the external ID of the Account on a Custom Field and the Vitally Zapier connector wants the Accounts Vitally ID. Fill in the necessary fields to find the external ID and the event Find a Customer.
  3. 3.
    Lastly you'll create the custom object instance. So your next action will be to select Create a Custom Object Instance. You'll need to select the Custom Object you created in Vitally and then you'll want to map that customer that we just looked up (step 2) in the Customer field. Fill in all other necessary fields.
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Please note we are unable to build this zap for you, this is just an example. Please reach out to Zapier Support should you need additional assistance building a zap.

Custom Objects: Configure Salesforce

Alongside notes and tasks, you can also sync any object associated with your mapped Account object into Vitally. This includes standard objects like Opportunities and Cases, and also any custom objects you create in Salesforce.
To learn more on Custom Objects for Salesforce, head over to our Salesforce article below.

Custom Objects: Configure a layout

By default, any new custom object type that is synced from Salesforce will have its associated traits displayed alphabetically. By using custom object layouts, you can organize the traits in a more useful way.
How-To
How-To Visual
To create a custom object layout:
  1. 1.
    Navigate to your Settings (⚙️) at the bottom left of the left panel
  2. 2.
    Select Custom Objects under Data Management (or get there via Quick Jump)
  3. 3.
    Select Manage > Manage layout on the custom object for which you would like to create a layout
  4. 4.
    Select Create a Layout
  5. 5.
    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
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All changes are auto-saved and the layout will be applied the next time the custom object is viewed.

Custom Objects: Using them in Vitally

Once your 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.
Explorers & Views
Dashboards
Account Columns
Explorers & Views Once your 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. For example, every object will have a top-level 'explorer' where you can browse all objects and even create saved Views for objects that match certain filters (you can filter custom objects using account filters as well as filters on any imported object field!). For example, you can easily save a 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 Dashboarding feature. For example, you can build dashboards showcasing a breakdown of Case types, total ARR across a dynamic set of Opportunities, and much more!
Account columns For every object you sync into Vitally, you can leverage columns/filters on your accounts for 1) the total objects that account has (e.g. number of opportunities) and 2) the last time an object was created (e.g. last opportunity created date).
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You'll see this same interface throughout Vitally anytime you'd like to use Custom Objects - in playbooks, health scores, etc.