Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account
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.
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.
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.
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
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).
You'll see this same interface throughout Vitally anytime you'd like to use Custom Objects - in playbooks, health scores, etc.