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🧭 Core Concepts

Objects and records

The full list of standard objects, record IDs, numbering patterns and deep links.

What is an object?

An object is a data table that holds records of the same kind: Accounts is an object, each company is a record. Every object has fields (columns), a list view and a record page.

Standard objects

ObjectAppPurpose
Account, Contact, TaskPlatform360 (core)Customer and activity base, shared by all apps
Lead, OpportunitySales360Sales pipeline
CaseService360Support tickets
Campaign, Segment, E-mail Template, SendMarketing360Marketing
Order, Invoice, PaymentFinance360Billing cycle
ArticleKnowledge360Knowledge base
Employee, Leave Request, Expense, Job ApplicationHR360Human resources
SurveySurvey360Survey design and results
Case File, Hearing, Power of AttorneyLaw360Law firms
Property, Buyer Request, ShowingEstate360Real estate offices
Collaboration, Content, PaymentInfluencer360Agencies and creators
Patient, Appointment, PaymentClinic360Clinics
Guest, Reservation, RoomBooking360Hotels and hospitality

On top of these you can create your own custom objects in the Object Manager (see the Setup section).

Record IDs and numbers

  • Every record has an immutable ID, visible in the address: #/r/account/001...
  • Many objects also generate a human-friendly auto number: case number, invoice no, case file no (for example DAV-1024). Numbers increase sequentially within the org.

Record addresses are shareable: https://yourcompany.ohana360.com/#/r/<object>/<id>. Anyone who opens the link, is logged in and has access lands directly on the record.

Record lifecycle

Records are created, edited and, when deleted, moved to the Recycle Bin, from where they can be restored. Changes to important fields are tracked in Field History and all critical operations in the Audit Log.