Docs · Platform
How Dex Custom Objects works
From how your company works to records Dex understands.
1Define a type
Name it, add fields, and choose the field that labels each record.
2Relate it
Link types together and see every record that points back.
3Connect the source
Keep records native to Deixic, or link them to Salesforce.
4Put Dex on it
Run account research on a record and keep the results.
Records your business can run on
- Sales objects included
- Companies, contacts, opportunities, activities, deployments, tasks, and meetings.
- Research you can test
- Try a research template on a record before you publish it for the team.
- Who edits a record
- Records linked to Salesforce stay owned by Salesforce, so you edit them there; native records are edited in Deixic.
- Blueprints to start from
- Copy the employee onboarding blueprint, with its objects and welcome form, and make it yours.