CRM & records

Records, objects & fields

Custom objects, formulas, imports and views.

• The record timeline: notes, email, tasks and signaturesWrite formatted notes, send rich email with your signature, assign and remind on tasks, and pin what matters.
• Formula fields: syntax and examplesExcel-style formulas computed at read time, with worked examples and the rules that keep them safe.
• Find and merge duplicatesHow Solstral decides two records are the same — including why a shared LinkedIn or company domain is not a match — and how to merge safely.
• Create a custom objectDefine an object, add attributes, relate it to others, and optionally give it a pipeline board.