Standard and Custom Objects

In this article, discover how to use standard and custom objects in your workspace.

Standard Objects

Standard objects are predefined entities in your workspace that offer integrated, standardized intelligence requiring no extra configuration. They're part of a shared data model accessible to all users of Orion.

People

The People object aggregates customer relations data. It includes contact details and interaction history, providing a comprehensive view of your business's customer interactions.

Company

The Companies object consolidates business account information. It encompasses all pertinent data such as industry, size, location, and contact personnel, thereby offering an integrated perspective of your business's organizational connections. It is linked to both the People and Opportunities objects.

Opportunities

The Opportunities object encapsulates deal-related data. It tracks the progression of potential sales, from prospecting to closure, recording stages, deal sizes, associated accounts, and expected closure dates. This provides a well-rounded view of your business's sales pipeline.

Custom Objects

Custom objects are objects that you can create to store information that's unique to your organization. They're not built-in; members of your workspace can create and customize custom objects to hold information that standard objects aren't suitable for. For example, if you're SpaceX, you may want to create a custom object for Rockets and Launches.

Creating a New Custom Object

To create a new custom object, follow these steps:

1. Navigate to Data Model Settings

   • Go to Settings in the sidebar on the left.
   • Under Workspace, go to Data model. Here you'll be able to see an overview of all your existing Standard and Custom objects (both active and disabled).

2. Initiate New Object Creation

   • Click on + New object at the top.
   • Choose Custom as the object type.

3. Enter Object Details

   • Name: Enter the name for your custom object (both singular and plural).
   • Icon: Choose an icon.
   • Description: Add a description for your custom object.

4. Save the Custom Object

   • Click the Save button (at the top right).

   Example: Creating a "Listing" Object

   When defining a "Listing" custom object, you would enter "listing" for the singular name, "listings" for the plural name, select an appropriate icon, and provide a description like "Listings that hosts created to showcase their property." Then, you would click Save.

5. Manage Your Custom Object Once you create your custom object, you'll be able to manage it. You can:

   • Edit the name, icon, and description.
   • View the different fields.
   • Add more fields.