Data model
Objects, fields, and how records relate to each other.
Overview
Your data model powers everything: workflows, reporting, and AI. A clean model reduces manual work and makes automation predictable.
Forge lets you extend objects with custom fields and relationships, but every field should serve a decision or process.
What you’ll do
- Define the objects your team uses daily and the relationships between them.
- Add custom fields for revenue-critical data and avoid duplicates.
- Use enums for stages and statuses to keep reporting consistent.
Best practices
- Treat one object as the source of truth for each concept.
- Document field ownership and update rules before rollout.
- Validate with a small pilot dataset before importing at scale.