Custom Objects And Associations
Use this capability family for custom object schemas, association labels, and association changes between records.
At A Glance
Section titled “At A Glance”| Supported actions | Bridge or hybrid actions | Access used |
|---|---|---|
| 9 | 2 | crm.objects.companies.write, crm.objects.contacts.write, crm.objects.custom.write, crm.objects.deals.write, crm.schemas.custom.read, tickets |
Common Requests
Section titled “Common Requests”- Create a custom object schema with known labels and properties.
- Create an association label between two known object types.
- Update association labels between records in batch.
Review Checklist
Section titled “Review Checklist”- Confirm the target portal is correct.
- Check the operation names, target assets, and required access.
- Resolve missing-permission warnings before execution.
- Review operation results after execution.
- Confirm custom object labels, object type IDs, and association direction.
- Check association labels before broad association updates or deletes.
Supported Actions
Section titled “Supported Actions”| Action ID | What it does | Execution | Required access | Main details |
|---|---|---|---|---|
batch_create_associations | Create associations between records in batch. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, associations |
batch_delete_associations | Delete associations between records in batch. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, associations |
batch_update_associations | Update association labels between records in batch. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, new association type ID, associations |
create_association_label | Create a labeled association between two object types. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, name, label |
create_custom_object | Create a new custom object schema with properties and associations. | Requires the Daeda Bridge extension | crm.schemas.custom.read | name, singular label, plural label, primary display property |
delete_association_label | Delete a custom association label. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, association type ID |
delete_custom_object | Delete a custom object schema. | Does not require the bridge extension | crm.objects.custom.write, crm.schemas.custom.read | object type |
update_association_label | Update an association label’s display name. | Does not require the bridge extension | Depends on the target object type | from object type, to object type, association type ID, new label |
update_custom_object | Update labels or configuration of an existing custom object schema. | Requires the Daeda Bridge extension | crm.objects.custom.write, crm.schemas.custom.read | object type |
Action Details
Section titled “Action Details”Create associations between records in batch
Section titled “Create associations between records in batch”Create associations between records in batch. The draft records from object type, to object type, associations for review.
- Action ID:
batch_create_associations - Change type: Create
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, associations
Delete associations between records in batch
Section titled “Delete associations between records in batch”Delete associations between records in batch. The draft records from object type, to object type, associations for review.
- Action ID:
batch_delete_associations - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, associations
Update association labels between records in batch
Section titled “Update association labels between records in batch”Update association labels between records in batch. The draft records from object type, to object type, new association type ID, associations for review.
- Action ID:
batch_update_associations - Change type: Update
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, new association type ID, associations
Create a labeled association between two object types
Section titled “Create a labeled association between two object types”Create a labeled association between two object types. The draft records from object type, to object type, name, label for review.
- Action ID:
create_association_label - Change type: Create
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, name, label
Create a new custom object schema with properties and associations
Section titled “Create a new custom object schema with properties and associations”Create a new custom object schema with properties and associations. The draft records name, singular label, plural label, primary display property for review.
- Action ID:
create_custom_object - Change type: Create
- Execution: Requires the Daeda Bridge extension
- Required access: crm.schemas.custom.read
- Main details reviewed in the plan: name, singular label, plural label, primary display property
Delete a custom association label
Section titled “Delete a custom association label”Delete a custom association label. The draft records from object type, to object type, association type ID for review.
- Action ID:
delete_association_label - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, association type ID
Delete a custom object schema
Section titled “Delete a custom object schema”Delete a custom object schema. The draft records object type for review.
- Action ID:
delete_custom_object - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: crm.objects.custom.write, crm.schemas.custom.read
- Main details reviewed in the plan: object type
Update an association label’s display name
Section titled “Update an association label’s display name”Update an association label’s display name. The draft records from object type, to object type, association type ID, new label for review.
- Action ID:
update_association_label - Change type: Update
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: from object type, to object type, association type ID, new label
Update labels or configuration of an existing custom object schema
Section titled “Update labels or configuration of an existing custom object schema”Update labels or configuration of an existing custom object schema. The draft records object type for review.
- Action ID:
update_custom_object - Change type: Update
- Execution: Requires the Daeda Bridge extension
- Required access: crm.objects.custom.write, crm.schemas.custom.read
- Main details reviewed in the plan: object type