Overview
Attributes are the fields on an object. Their value types determine what each field stores: text for an identifier, an integer for a count, or a date for a renewal. You can add custom attributes to standard and custom objects. Create the object first if it does not exist. Attributes on CRM objects are managed by the connected integration and are read-only in Data management.Choose the fields and rules
Plan the values your source system will supply before creating attributes. For a subscription object, a useful starting point is:
Make an attribute required when every new record must supply a value. Make it
unique when records must not share that value. A source system’s subscription
ID is a useful candidate for both rules. A plan name usually repeats across
records, so it should not be unique.
Choose these rules before saving: the attribute editor does not let you change
its type, API name, required setting, or unique setting after creation. See
Attribute value types for help choosing a type.
Add an attribute
1
Open the object's attributes
Open Settings → Data management,
select the object, and open Attributes. Click Create attribute.
2
Choose the type and name
Select an Attribute type. For an identifier such as
sub_northstar_001,
choose Text. Enter an Attribute name, such as Subscription ID, and
review the generated Attribute API name.The display name helps teammates recognize the field. The API name is the
stable identifier used when sending values for it. The API name must be
unique within the object.To link records in another object, choose Relationship and follow
Relate objects.3
Configure the values
Select Make attribute required or Make attribute unique if the
field needs those rules. Leave them off for optional values that may repeat.For Select or Multiselect, enter the allowed options. Select stores
one option; multiselect stores several. Add a description to explain what
the field means or which source supplies it.
4
Save and check the attribute
Click Create attribute. Confirm the new attribute’s name, type, and API
name in the attributes list. If the list still shows its previous state,
refresh the page before trying to create it again.Repeat for the remaining fields, then inspect records
after your integration or API has sent values.