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167 lines
6.0 KiB
Plaintext
167 lines
6.0 KiB
Plaintext
---
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title: Data Model
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description: Learn what a data model is and how to design one that fits your business.
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---
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## What is a Data Model?
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A data model is the structure that defines how information is organized in your CRM. Think of it as the **blueprint** of your customer data — you design it once, then fill it with your actual data.
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## Key Concepts
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### Objects
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**Objects** are the main categories of data in your CRM. Each object represents a type of thing you want to track.
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Twenty comes with standard objects:
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- **People** — individuals (contacts, leads, partners)
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- **Companies** — organizations
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- **Opportunities** — deals or sales
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- **Notes** — notes attached to records
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- **Tasks** — to-dos linked to records
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You can also create **custom objects** for anything specific to your business (e.g., Projects, Subscriptions, Events).
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### Fields
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**Fields** are the properties or attributes that describe each object. They store the actual information.
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For example, the **People** object has fields like:
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- Name
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- Email
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- Phone
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- Job Title
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- Company (a relation to the Companies object)
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Fields have different **types**: text, number, date, select, multi-select, relation, and more. You can add custom fields to any object.
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### Records
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**Records** are the individual entries within an object — the actual data you create and manage.
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For example:
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- "John Smith" is a **record** in the People object
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- "Acme Corp" is a **record** in the Companies object
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**An analogy:**
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| Data Model Concept | Real-World Analogy |
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|-------------------|-------------------|
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| **Objects** | Sections in a book (the categories) |
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| **Fields** | Columns in a spreadsheet (the properties) |
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| **Records** | Rows in a spreadsheet (the actual entries) |
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You design the data model (objects + fields) once, then create many records within that structure.
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## Why Customize Your Data Model?
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Every business works differently. Customizing your data model means you can shape Twenty around **your** processes instead of forcing yours into a rigid system.
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Twenty offers full flexibility:
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- Create as many custom objects as you need
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- Add unlimited custom fields
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- The price doesn't change based on customization
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## Tips to Design Your Data Model
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### 1. Start with Your Core Objects
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Identify the main concepts you work with. Twenty already provides:
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- **People** — your contacts
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- **Companies** — your accounts
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- **Opportunities** — your deals
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Think about what else you might need:
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- Stripe would need a `Subscriptions` object
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- Airbnb would need a `Trips` object
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- An accelerator would need a `Batches` object
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### 2. Use Fields for Variations, Not New Objects
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If something is just a characteristic of an existing object, make it a **field**.
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**Use fields for:**
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- Categories and labels (e.g., `Industry` for Companies)
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- Status values (e.g., `Stage` for Opportunities)
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- Attributes and properties
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### 3. Create an Object When It Stands on Its Own
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If the concept has its own lifecycle, properties, or relationships, it deserves an object.
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**Create an object for:**
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- **Projects** — have deadlines, owners, and tasks
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- **Subscriptions** — connect companies, products, and invoices
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- **Events** — involve attendees and follow-up actions
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These go beyond a single field because they carry their own data and relationships.
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### 4. Create an Object When Records Are Open-Ended
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If something can be linked multiple times and you don't know how many, use an object.
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**Bad approach:**
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Creating fields like `Product 1`, `Product 2`, `Product 3`...
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**Good approach:**
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Create a `Products` object and relate it to records. This supports one, two, or a hundred products without changing your model.
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### 5. Keep It Simple First
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Start with fields. Move to new objects only when you feel the limits:
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- Too many fields on one object
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- Repeated records that should be separate
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- Relationships that don't fit neatly
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## Special Note on People, Companies, and Opportunities
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<Warning>
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**Email and calendar sync only works with People, Companies, and Opportunities.**
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These are the only objects where you can access synchronized emails and meetings from your mailbox/calendar. We recommend using them as much as possible.
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</Warning>
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**Best practices:**
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- If you need categories of People, use fields (not new objects)
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- Example: Use a `Person Type` field with values "Prospect" and "Partner" instead of creating separate objects
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- Create different **views** to filter: one showing partners, another showing prospects
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**It's okay to have fields that don't apply to every record.** For example, a `Referral Link` field on People that only applies when `Person Type = Partner`. Hide this field from views where it's not relevant.
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## Questions to Guide Your Choice
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Ask yourself:
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<Check>Is this just a property of something I already have, or does it need its own properties?</Check>
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<Check>Will I ever need to track multiple of these per record, without knowing how many?</Check>
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<Check>Does this concept connect to several different objects, not just one?</Check>
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<Check>Will it have its own lifecycle (stages, start/end dates)?</Check>
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If the answer is "yes" to one or more, it's probably time for a new object.
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## Accessing Your Data Model
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1. Go to **Settings** in the left sidebar
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2. Click **Data Model**
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3. View all your objects (standard and custom)
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4. Click any object to see and edit its fields
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<Note>
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**Don't see Data Model in Settings?**
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Access to the data model is usually restricted to administrators. Contact your workspace admin if you need access.
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</Note>
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## Next Steps
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Once you've planned your data model:
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- [How to Create Custom Objects](/user-guide/data-model/how-tos/create-custom-objects)
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- [How to Create Custom Fields](/user-guide/data-model/how-tos/create-custom-fields)
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- [How to Create Relation Fields](/user-guide/data-model/how-tos/create-relation-fields)
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## Need Help?
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<Tip>
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Want help designing your data model? [Find a certified Twenty partner](https://twenty.com/partners/list?categories=SOLUTIONING&ref=docs-data-model) to design and build your objects, fields, and relationships.
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</Tip>
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