All Use Cases

Custom Objects & Permissions

Create new data structures in Salesforce with the right fields, relationships, and access controls from day one.

The Challenge

Every business has unique data needs. But creating custom objects in Salesforce—with the right fields, validations, relationships, and permissions—requires deep platform knowledge and careful planning.

  • Data models that don't match how you actually work
  • Permissions that are too loose or too restrictive
  • Missing validation rules that let bad data in
  • Relationships that make reporting impossible

How Turalu Helps

Describe what you're tracking and who needs access. Turalu designs the data model, creates the fields, sets up relationships, and configures permissions—all following Salesforce best practices.

  • Objects designed around your business processes
  • Secure by default with least-privilege access
  • Validation rules that maintain data quality
  • Relationships optimized for reporting

What Turalu Builds for You

Custom Objects

Objects with the right fields, data types, and labels for your use case.

Field Configuration

Picklists, formulas, lookups, and roll-up summaries configured correctly.

Validation Rules

Rules that enforce data quality and prevent common entry mistakes.

Object Relationships

Master-detail and lookup relationships that support your reporting needs.

Permission Sets

Granular access controls following the principle of least privilege.

Page Layouts

Intuitive layouts that show users what they need without clutter.

A Typical Conversation

You

"I need to track vendor contracts. Each contract has a vendor, start date, end date, value, and status. Contracts should be linked to our accounts."

T

"Got it. Should contract value roll up to the account level so you can see total contract spend per account? And who should have access—just the procurement team, or account owners too?"

You

"Yes to the rollup! Procurement can edit, but account owners should only be able to view contracts for their accounts. Oh, and I need an alert when a contract is 60 days from expiring."

T

"Building a Contract object with vendor lookup, date fields, currency value, and status picklist. I'm linking it to Account with a rollup summary for total contract value. Procurement gets edit access, account owners get read-only, and there's a time-based flow to send renewal alerts at 60 days."

Ready to Build Your Data Model?

Stop compromising on how you track data. Build custom objects that match how you actually work.