Custom objects worth building
- Account Plan (master record)
- Plan Stakeholder (with role, influence, support scores)
- Whitespace Opportunity
- Strategic Initiative
- Risk (with severity, mitigation)
- Executive Engagement Log
When to build custom objects vs use existing
- Build custom when standard objects don't have the right fields
- Use existing when you can extend with custom fields
- Avoid over-customization — adds maintenance burden
Prolifiq CRUSH approach
- Pre-built custom objects for account planning
- Native to Salesforce
- No data sync issues
- Faster than building from scratch
Frequently asked questions
Should I build custom objects for account planning or use Prolifiq CRUSH?
CRUSH ships with pre-built custom objects native to Salesforce. Faster and lower-risk than building from scratch.
CTA
Building account planning data model in Salesforce? See how CRUSH ships pre-built objects. [Book a Demo]
