Difficulty: Beginner

Purpose: Follow this step-by-step guide on how to edit and delete a Custom Object.

Prerequisites

Before you get started, make sure you complete the following:

✅ Read the Getting Started with Custom Objects in Kizen article to fully understand each Custom Object setting.

✅ Check that you have editing permissions for the specific Custom Object.

How to Edit a Custom Object

To edit a Custom Object after you’ve created it, you can access Object Settings from either of the following interfaces:

1. If you're already in the Custom Object you want to edit (ex: “Companies”), click on the gear icon in the upper right >  “Object Settings.” These settings can be accessed by anyone on your team.
   
   
   
   

2. Click on "Data" in the top menu bar > "Custom Objects" > 3-dot menu ("...") next to the Object name > "Edit Object Settings."
   
   
   

How to Delete a Custom Object

To delete a Custom Object: 

1. Navigate to the same Custom Objects menu and click on the 3-dot menu ("...") next to the Object name > "Delete." 
   
   
   
   
2. Confirm the deletion by clicking into the box and typing "CONFIRM [number of records]."
   
   
3. Click on the "Confirm Delete" button. 

Note: Deleting the Custom Object will permanently delete ALL of the records within that Custom Object.