| ✓ Records you shape yourself: every list is defined by its own form of typed fields, made in the app. | Custom record types with their own fields, forms and lists | Custom objects |
| ✓ Standard records: every company has the standard lists: customers, contacts, leads, opportunities, quotes, sales orders, invoices, payments, items, vendors, purchase orders, bills, employees, cases, tasks, the chart of accounts and journals, with lines inside quotes, orders, invoices and journals. A company adds its own fields to them; their standard fields stay and the lists can’t be deleted. | Standard records: customer, contact, lead, opportunity, item, vendor, employee, case, task, account and every transaction type | Standard objects: Account, Contact, Lead, Opportunity, Product, Quote, Order, Case, Task, Contract and more |
| ✓ Shared reference data: the /global record holds 200 countries, 72 states and provinces, 146 currencies and 110 tax codes, kept by the admin in code; anyone can open it and any company can link to it. | Countries, states and currencies built in | State and country picklists, currencies |
| ✓ Records inside records: any record can hold lists of records of its own, to any depth, all on the same page layout. | Sublists and child records, such as an order’s lines | Master-detail, related lists |
| ✓ Link to another record: a link picks a record by name from any list at any depth, such as all customers or just one invoice’s lines, as the 2024 prototype did. | List/Record fields can point at any record type | Lookup relationship |
| ✓ Auto numbers: every record gets the next number in its list, shown on the record and as a list column; each list can set a prefix and a first number (JOB-2401, JOB-2402…). Its web address is still the name typed when it is made. | Auto-generated document numbers with a prefix and a starting number | Auto Number |
| ◐ Business records: the samples and demos set these up as ordinary records you can change. | Built-in customers, items, orders, invoices and accounts | Accounts, opportunities, quotes, orders |
| ✗ Posting to the general ledger: journal entries can be typed in as records, but nothing posts on its own. | Every transaction posts debits and credits to accounts | Not built in (partner apps) |
| ◐ Inventory: an item’s stock is worked out, never typed: opening stock + what purchase order lines received − what sales order lines sold, using roll-ups over every line that links to the item. No locations, bins, reservations or costing (FIFO, average). | Stock on hand by location, updated by receipts, fulfillments and adjustments | Not built in (partner apps) |
| ◐ Tax: /global has 110 tax codes with example base rates (US state sales tax, Canadian GST, HST, PST and QST, VAT and GST elsewhere); standard quotes, sales orders and invoices pick one, copying its rate, and work out tax and total. No local add-on rates, exemptions or rules that choose the code from an address. | Tax codes and rates applied to transactions | Mostly partner apps |