Open Settings. Under Configuration, select Data Model. Then select Company or
Person.Admin access is required.
Each object has 2 views, Fields and Sources. To switch objects, select Data Model in
the breadcrumb at the top of the page, then select the other object.
Enrichment waterfalls have their own Waterfalls entry under Settings → Configuration.
Workflows use waterfalls in the Enrich Data node. See Waterfalls
for how each surface runs them.
Fields
Fields lists every field on the object in alphabetical order. Type in Search fields to find one.Add or edit a field
Select New field to add a custom field, or select a row to open a field. The field opens in a panel next to the list.
You can’t change the label or data type of a standard field.
Select Add field for a new field, or Save changes for an existing one. Default saves at
once, together with any other unsaved changes on the object.
To delete a custom field, open the row’s menu and select Delete field, then confirm. Values in
the field stop flowing through the data pipeline, and you can’t undo the delete. Standard fields
can’t be deleted.
How source priority works
When more than 1 source has a value for a field, the source highest in the field’s order wins. A field follows the object’s Default priority until you give it its own order in Source priority.Sources
Sources lists where the object’s values come from. CRM objects come first, then enrichment providers, then Default’s own sources, such as form submissions.- Manage adds or removes sources. It lists the objects of the CRMs connected under Connections, and enrichment providers you can add by hand. A source whose provider is no longer connected shows Provider disconnected.
- Default priority sets the order that new fields, and fields without their own order, follow. Drag a source up or down to change it. Fields with a custom order keep it, and the popover shows how many there are.
- Map fields on a CRM source opens a panel with every field on the object. For each field,
open Select a property and pick the CRM column it reads, such as Salesforce’s
Emailon the Lead object. Filter to Unmapped to see what is left, then select Save mapping.