A custom model

No colorful step-by-step instructions here, or pop ups sadly, but we do have pages and pages of text and cryptic code for you! All of it interlaced with the best comments you can have to guide you through to success.

Let's break down all of the objects and data elements (fields) that we need to make this work.

Tip

Review previous chapters for step-by-step instructions on how to create custom fields and settings.

Account (standard object)

These record types will allow us to track Accounts used for different purposes:

  • Household (to contain owners/renters)
  • Vendor (for all types of vendors)

Contact (standard object)

We want to create these custom fields to track information about each person:

  • Total number of properties owned (roll-up summary: ...

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