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PLT

Platform & Customisation

Your business is unique. Sentinel adapts.

Field builder, layout editor, custom objects. Your schema, your data, your UI.

How it connects

  • Custom objects are queryable by Sentinel AI just like standard objects
  • Custom fields appear in page layouts for all standard objects
  • Custom fields can be used in Analytics reports
  • Custom record data can be accessed through the Integration Framework

What you can do in Platform & Customisation.

Each area below describes the task it helps your team with and how it connects to the rest of Sentinel.

01

Custom Objects

How it connects

Custom objects have their own record lists. They can have custom fields and page layouts applied, just like standard objects.

Features

  • Create your own type of record with a name, description, icon and color
  • See each custom object with its fields and record count
  • Open its records, edit it, switch it on or off, or delete it
  • A reference panel lists the standard objects that come built in
02

Custom Fields

How it connects

Custom fields appear in page layouts and on record forms. Number, currency and percentage fields can be used as chart axes in the Analytics report builder.

Features

  • Add fields of many types, including text, numbers, currency, dates, yes/no, email, phone, links, pick lists and lookups
  • Choose which object a field belongs to, whether it is required or unique, and build the options for pick lists
  • See fields grouped by object, with their type, options and status
  • Edit, switch on or off, or delete any field
  • A catalogue of field types and how they are used
03

Page Layouts

How it connects

Page layouts decide which fields appear, and in what order, on record detail pages. Layouts work for both standard and custom objects.

Features

  • Create a layout for an object and choose whether it is the default
  • Build sections, choose how many columns each has and which fields go in it
  • Add fields, reorder them and remove them
  • A live preview shows how each section will look
  • Making a layout the default replaces the previous default for that object

How Platform & Customisation connects to the rest of Sentinel

Because every capability shares the same data, Platform & Customisation works better when the rest of your team is in Sentinel too.

Automation Engine

Custom fields are triggerable in workflows.

AI Engine

The AI reads custom objects the same way it reads built-in ones.

Analytics & Reporting

Report on anything you model.

Customisation

Shape Sentinel around how your company works.

What your company can change, from the data it records to what each person sees.

Custom objects

Define your own record types for things Sentinel does not ship with, then add, edit and delete their records.

Custom fields

Add typed fields, such as text, numbers and pick-lists, to contacts, accounts, deals and service tickets.

Page layouts

Choose which fields appear, in which sections and order, on the contact, account, deal and ticket pages.

Pipeline, tags and forms

Create, rename, recolour and reorder pipeline stages, tag people and companies, and design the fields on your contact forms.

Modules you use

Choose the modules your company works in during set-up. Each person can then narrow which of them show in their own sidebar.

Personal settings

Everyone sets their own theme, sidebar order and hidden items, and which notification categories reach them.

Credit controls

See your credit balance and recent transactions, and top up credits. With the reporting hierarchy on, admins can also switch AI off for a person and set a credit budget per person.