Catalog Certifications

Custom objects

Learn how to bring your business data into Zendesk by creating your first custom object, adding fields, and connecting it to tickets.

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About this course

Your agents shouldn't have to leave Zendesk to find the data they need. In this course, you'll learn how to create custom objects—flexible data structures that bring your business information (like orders, contracts, or assets) directly into tickets. You'll plan a schema, watch a step-by-step walkthrough, and practice making real design decisions in an interactive scenario.

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Learning objectives

By the end of this course, you will be able to:

  1. Identify when a custom object is the right solution (vs. a custom field or sidebar app)
  2. Determine the fields and relationships needed for a given use case
  3. Create a custom object with fields in Admin Center
  4. Connect a custom object to tickets using a lookup relationship field
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Audience

This course is intended for administrators.

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Prerequisites

No prior knowledge is required. Access to your Zendesk Admin Center is essential for success.

 

Curriculum20 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Custom objects 8 min
  • Wrap up
  • Course summary 4 min
  • Share your feedback 5 min
  • Congratulations 1 min

About this course

Your agents shouldn't have to leave Zendesk to find the data they need. In this course, you'll learn how to create custom objects—flexible data structures that bring your business information (like orders, contracts, or assets) directly into tickets. You'll plan a schema, watch a step-by-step walkthrough, and practice making real design decisions in an interactive scenario.

icon of a spaceship

Learning objectives

By the end of this course, you will be able to:

  1. Identify when a custom object is the right solution (vs. a custom field or sidebar app)
  2. Determine the fields and relationships needed for a given use case
  3. Create a custom object with fields in Admin Center
  4. Connect a custom object to tickets using a lookup relationship field
icon of a group

Audience

This course is intended for administrators.

icon of a checklist

Prerequisites

No prior knowledge is required. Access to your Zendesk Admin Center is essential for success.

 

Curriculum20 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Custom objects 8 min
  • Wrap up
  • Course summary 4 min
  • Share your feedback 5 min
  • Congratulations 1 min