Custom Object access is now available across more plans, allowing you to use pre-built objects while maintaining controlled access to advanced features. This update introduces limited usage access, upgrade prompts, and upcoming support for snapshots—helping you manage and organize your data without requiring full configuration access.

TABLE OF CONTENTS

What Are Custom Objects Access Levels?


Custom Object access levels determine what actions you can perform based on your current plan. While some plans allow full creation and configuration, others provide access to use existing objects with certain limitations.


This structure ensures you can still manage records, relationships, and data efficiently while maintaining system consistency and control over advanced features.

Key Benefits


Understanding how access works helps you make the most of Custom Objects while planning future upgrades.

  • Controlled Access: Use Custom Objects without risking unintended structural changes

  • Flexible Usage: Manage records, fields, and associations within existing objects

  • Guided Upgrades: Upgrade prompts clearly indicate when advanced features are needed

  • Scalable Growth: Start with usage access and expand capabilities as your needs grow

How to Access Custom Objects


Accessing Custom Objects is simple and depends on your permissions and plan level. If certain features are restricted, an upgrade prompt will guide you.

  1. Open Settings from your dashboard

  2. Navigate to Custom Objects

  3. Select an object to view available records and details



This screen displays the Custom Objects section where an upgrade banner appears if advanced functionality is restricted.


What you’re seeing: A banner indicating that creating or editing object structures is not available on your current plan.


What to do: Review the message and click Upgrade Now if you need full access to create or modify Custom Objects.


Once access is available:

  • Existing Custom Objects will appear in your account

  • You can begin working with records, fields, and associations

  • Future snapshot functionality will allow importing ready-made objects

What You Can and Cannot Do


Access levels define which actions are available and which require an upgrade.


Allowed Actions

  • View and use existing Custom Objects

  • Add and edit records

  • Create and manage fields within objects

  • Manage associations between records


Restricted Actions

  • Creating new Custom Objects

  • Editing object structure (such as display names or icons)

  • Modifying system-level configurations


All associations remain many-to-many, allowing flexible relationships between records.

Upgrade Options


Upgrading unlocks full control over Custom Objects, including creation and structural customization.


To upgrade:

  • Click the upgrade banner inside the Custom Objects section

  • Follow the upgrade steps provided

  • Contact support if you need assistance


After upgrading, you will gain:

  • Full object creation capabilities

  • Structural editing access

  • Advanced customization options

Frequently Asked Questions


Q: Can I create Custom Objects on my current plan?

No. Creating new Custom Objects requires access to a higher plan.


Q: Can I still use Custom Objects without upgrading?

Yes. You can use existing objects and manage records, fields, and associations.


Q: Can I edit the structure of a Custom Object?

No. Structural edits such as display names or icons are restricted without upgrading.


Q: Will I see a prompt if a feature is restricted?

Yes. An upgrade banner will appear guiding you to unlock full access.


Q: Can I import Custom Objects using snapshots?

Yes. Snapshot support is being introduced, allowing you to load Custom Objects into your account.

Need More Help


If you need help accessing Custom Objects, understanding feature limitations, or upgrading your plan, open the Help Center or contact support for assistance.