Using Custom Object Templates to Set Up Your CRM
What Are Custom Object Templates?
Custom Object Templates provide pre-built configurations that help you quickly establish industry-specific structures within your CRM. These templates include ready-to-use Custom Objects, organized fields, and predefined associations, allowing you to set up data organization around real-world business processes without starting from scratch.
Key Benefits
Using Custom Object Templates offers several advantages for streamlining your CRM setup:
- Faster Implementation: Create complete Custom Object structures with fields, folders, and associations in a single process rather than building each component manually.
- Industry-Relevant Starting Points: Choose from templates designed for common industries including Real Estate, Insurance, Automotive, SaaS, Events, Pets, and Home Services.
- Improved Data Organization: Utilize predefined field groupings and folder structures to keep related information logically organized.
- Built-in Relationships: Templates include associations that enable connections between records across Companies, Opportunities, and Custom Objects.
- Preview Capability: Review all template components including objects, fields, associations, descriptions, tags, and prerequisites before applying them to your CRM.
Accessing the Template Library
Custom Object Templates are available in the Template Library alongside other template modules. You can browse available industries, examine template details, and apply templates when creating Custom Objects.
How to Apply a Custom Object Template
Follow these steps to implement a Custom Object Template:
- Navigate to Settings
- Select Objects from the left navigation pane
- Click Add Custom Object
- Choose the option to use a template for creating objects
- Browse the available Custom Object Templates
- Select the template that matches your industry or use case
- Review the template preview showing objects, fields, associations, description, tags, and prerequisites
- Click Import Objects to apply the template
- Review the created Custom Objects and make any necessary adjustments
After applying the template, carefully review the created objects, fields, and associations to ensure they align with your specific workflow requirements.
Managing Template Visibility (Agency Administrators)
Custom Object Templates use the same visibility controls as other Template Library modules. Agency administrators can manage which templates are visible to users:
Per Sub-Account Settings
From the Agency Dashboard, access Template Library settings and navigate to the Customize for Sub-Account Settings tab. Search for the specific sub-account and choose to either hide the Template Library entirely, show it completely, or hide specific modules including Custom Objects.
Global Category Visibility
In the Categories tab, administrators can toggle visibility for individual categories such as Real Estate or Insurance. Changes apply immediately, and these restrictions only affect sub-account users—agency users and administrators always maintain Template Library access.
Frequently Asked Questions
Do templates create records automatically?
No. Custom Object Templates create the CRM structure including Custom Objects, fields, folders, and associations. They do not create customer records or sample data.
Can I edit a template after applying it?
Yes. After importing a template, you can edit the created Custom Objects, fields, and associations to better fit your specific needs.
Will templates overwrite my existing Custom Objects?
No. Templates are designed to add new structures rather than modify existing ones. Always review the template preview before importing and verify your setup afterward.
What happens if a template is hidden after being used?
Assets created from templates typically remain available for editing even if browsing or importing new templates is later restricted.
Do templates include associations?
Yes. Templates can include associations to help connect related records across Companies, Opportunities, and Custom Objects.
Are workflows or sample data included?
No. Templates currently focus exclusively on object structure including objects, fields, folders, and associations.
Can users create and save their own templates?
Not currently. The ability to create and save custom templates is not available at this time.
Which industries are supported?
Current templates include Real Estate, Insurance, Automotive, SaaS, Events, Pets, and Home Services.