{"id":26288,"date":"2026-06-01T08:38:45","date_gmt":"2026-06-01T08:38:45","guid":{"rendered":"https:\/\/proximacloudcrm.com\/?p=26288"},"modified":"2026-06-02T19:02:33","modified_gmt":"2026-06-02T19:02:33","slug":"objetos-personalizados-no-proxima-cloud-crm-exemplos-e-vetor-de-desenvolvimento","status":"publish","type":"post","link":"https:\/\/proximacloudcrm.com\/pt-br\/blog\/objetos-personalizados-no-proxima-cloud-crm-exemplos-e-vetor-de-desenvolvimento\/","title":{"rendered":"Objetos personalizados no Proxima Cloud CRM: exemplos e vetor de desenvolvimento"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"26288\" class=\"elementor elementor-26288 elementor-25085\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cf3d5b0 e-flex e-con-boxed e-con e-parent\" data-id=\"cf3d5b0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ab3926d e-con-full e-flex e-con e-child\" data-id=\"ab3926d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-57adf3b elementor-widget elementor-widget-text-editor\" data-id=\"57adf3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Na primeira parte do artigo, \u201c<strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/blog\/objetos-personalizados-em-sistemas-crm-para-o-setor-farmaceutico\/\" target=\"_blank\" rel=\"noopener\">Objetos personalizados em sistemas CRM para o setor farmac\u00eautico<\/a><\/span><\/strong>\u201d, analisamos o que s\u00e3o objetos personalizados em sistemas CRM, por que eles s\u00e3o especialmente importantes para o setor farmac\u00eautico, como as principais plataformas CRM trabalham com eles e por que a personaliza\u00e7\u00e3o gerenciada est\u00e1 se tornando uma vantagem competitiva para pharma CRM.<\/p><p>Nesta parte, vamos nos concentrar em um exemplo pr\u00e1tico: <strong>como a cria\u00e7\u00e3o de um objeto personalizado funciona no Proxima Cloud CRM<\/strong>, quais configura\u00e7\u00f5es est\u00e3o dispon\u00edveis para o administrador e por que essa abordagem ajuda empresas farmac\u00eauticas a combinar flexibilidade com controle. Tamb\u00e9m analisaremos o vetor futuro de desenvolvimento do produto \u2014 em especial o<strong> Territory Manager como uma \u00e1rea separada de personaliza\u00e7\u00e3o gerenciada<\/strong>, relacionada \u00e0 estrutura territorial, HCP\/HCO, usu\u00e1rios, acessos e trabalho das equipes de campo.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d05c6cb elementor-widget elementor-widget-table-of-contents\" data-id=\"d05c6cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h2&quot;,&quot;h3&quot;],&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;container&quot;:&quot;div[data-element_type=\\&quot;container\\&quot;]&quot;,&quot;marker_view&quot;:&quot;numbers&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h2 class=\"elementor-toc__header-title\">\n\t\t\t\tConte\u00fado\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__d05c6cb\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<svg class=\"elementor-toc__spinner eicon-animation-spin e-font-icon-svg e-eicon-loading\" aria-hidden=\"true\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M500 975V858C696 858 858 696 858 500S696 142 500 142 142 304 142 500H25C25 237 238 25 500 25S975 237 975 500 763 975 500 975Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2253c9a elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"2253c9a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" icon_puzzle\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tCria\u00e7\u00e3o de objetos personalizados no Proxima Cloud CRM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p><strong>No Proxima Cloud CRM<\/strong>, os objetos personalizados s\u00e3o criados como parte de um modelo de personaliza\u00e7\u00e3o gerenciada. O administrador pode trabalhar com o <strong>Custom Objects builder<\/strong>, configurar campos, object settings, direitos de acesso e visibilidade dos dados por meio do <strong>Object Manager<\/strong>.<\/p>\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f12904 elementor-widget elementor-widget-text-editor\" data-id=\"6f12904\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Isso permite que empresas farmac\u00eauticas criem suas pr\u00f3prias entidades para processos de neg\u00f3cio espec\u00edficos sem perder o controle sobre a arquitetura do CRM, a qualidade dos dados e o modelo de acesso baseado em fun\u00e7\u00f5es.<\/p><p>O administrador pode <strong>visualizar os objetos do sistema e os objetos personalizados j\u00e1 existentes, criar um novo objeto<\/strong>, definir seu nome, o API name gerado automaticamente e a descri\u00e7\u00e3o. Essa abordagem permite expandir a estrutura do CRM para processos de neg\u00f3cio espec\u00edficos de uma empresa farmac\u00eautica sem alterar a l\u00f3gica central do sistema.<\/p><p><strong>Ap\u00f3s a cria\u00e7\u00e3o do objeto, o administrador configura seus campos<\/strong>: seleciona o tipo de campo, define o nome, o API name, a descri\u00e7\u00e3o, determina se o campo ser\u00e1 usado como o nome principal do registro e tamb\u00e9m <strong>configura o n\u00edvel de acesso<\/strong> ao campo para diferentes perfis de usu\u00e1rio. No n\u00edvel de seguran\u00e7a, \u00e9 poss\u00edvel gerenciar <strong>separadamente as permiss\u00f5es Read <\/strong>e <strong>Write<\/strong>, o que ajuda a manter a organiza\u00e7\u00e3o dos dados e limitar o acesso de acordo com as fun\u00e7\u00f5es dos usu\u00e1rios.<\/p><p>Al\u00e9m disso, <strong>o objeto personalizado pode ser exibido na interface de trabalho do usu\u00e1rio<\/strong>, se isso estiver previsto nas configura\u00e7\u00f5es de acesso e no cen\u00e1rio de uso. Isso \u00e9 importante para equipes de campo que trabalham com o CRM n\u00e3o apenas na \u00e1rea administrativa, mas tamb\u00e9m nos processos operacionais di\u00e1rios.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ccea20 elementor-widget elementor-widget-heading\" data-id=\"8ccea20\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Como criar um objeto personalizado no Proxima Cloud CRM?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f090ef elementor-widget elementor-widget-text-editor\" data-id=\"0f090ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A cria\u00e7\u00e3o de um objeto personalizado no Proxima Cloud CRM \u00e9 feita por meio do Object Manager. O administrador pode definir o nome do objeto, verificar o API name gerado automaticamente, adicionar uma descri\u00e7\u00e3o, criar campos, configurar object settings, field-level security, object access control e data access.<\/p><p><strong>Essa abordagem permite n\u00e3o apenas criar uma nova entidade no CRM, mas tamb\u00e9m definir imediatamente como os usu\u00e1rios trabalhar\u00e3o com o objeto personalizado dentro de suas fun\u00e7\u00f5es<\/strong>. Isso \u00e9 especialmente importante para empresas farmac\u00eauticas, nas quais a estrutura dos dados, os direitos de acesso e a visibilidade dos registros precisam ser controlados.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c8608c elementor-widget elementor-widget-image\" data-id=\"5c8608c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-1-e1779446258227.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Object Manager em Custom object type. Proxima Admin Tool.\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxMjcsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtMS1lMTc3OTQ0NjI1ODIyNy53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1920\" height=\"965\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-1-e1779446258227.webp\" class=\"attachment-full size-full wp-image-25127\" alt=\"Object Manager. Proxima Admin Tool\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 1. Object Manager em Custom object type. Proxima Admin Tool. Na se\u00e7\u00e3o Object Manager, o administrador v\u00ea a lista de objetos do CRM: objetos do sistema e objetos personalizados. Para cada objeto, s\u00e3o exibidos o nome, API name, tipo de objeto e descri\u00e7\u00e3o. Por meio do bot\u00e3o Add, \u00e9 poss\u00edvel criar um novo objeto personalizado.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b4a0af elementor-widget elementor-widget-image\" data-id=\"0b4a0af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-2-e1779446441286.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"My New Object Settings. Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxMzIsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtMi1lMTc3OTQ0NjQ0MTI4Ni53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1919\" height=\"498\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-2-e1779446441286.webp\" class=\"attachment-full size-full wp-image-25132\" alt=\"My New Object Settings.\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 2. Configura\u00e7\u00f5es de um novo objeto personalizado. Na tela My New Object Settings, o administrador define o nome do novo objeto, verifica o API name gerado automaticamente e pode adicionar uma descri\u00e7\u00e3o. No menu \u00e0 esquerda, est\u00e3o dispon\u00edveis as principais etapas de configura\u00e7\u00e3o: campos, configura\u00e7\u00f5es gerais, object access control e data access.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cde8ba0 elementor-widget elementor-widget-image\" data-id=\"cde8ba0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"My New Objects. Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUyMTMsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvNTg0NzRkYjMtNDExZC00NmExLWJmNzgtNjQ1MjljZDZjODY3LndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1306\" height=\"1204\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867.webp\" class=\"attachment-full size-full wp-image-25213\" alt=\"My New Objects. Proxima Admin Tool\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867.webp 1306w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867-300x277.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867-1024x944.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/58474db3-411d-46a1-bf78-64529cd6c867-768x708.webp 768w\" sizes=\"(max-width: 1306px) 100vw, 1306px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 3. Exibi\u00e7\u00e3o do objeto personalizado na interface de trabalho do CRM. Ap\u00f3s a configura\u00e7\u00e3o, o objeto personalizado pode ser exibido no menu de trabalho do usu\u00e1rio, por exemplo como o item My New Objects. Isso mostra que o objeto criado pode estar dispon\u00edvel n\u00e3o apenas na \u00e1rea administrativa, mas tamb\u00e9m no trabalho di\u00e1rio dos usu\u00e1rios do CRM.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98ca410 elementor-widget elementor-widget-image\" data-id=\"98ca410\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-4-e1779446498648.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Fields &amp; Field-level security\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNDIsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtNC1lMTc3OTQ0NjQ5ODY0OC53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"942\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-4-e1779446498648.webp\" class=\"attachment-full size-full wp-image-25142\" alt=\"Fields &amp; Field-level security\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 4. Lista de campos do objeto personalizado e configura\u00e7\u00e3o de Field-level security. Na se\u00e7\u00e3o Fields, o administrador v\u00ea os campos criados para o objeto personalizado, por exemplo Classification, Description e Verification date. \u00c0 direita, est\u00e1 aberta a configura\u00e7\u00e3o de um novo campo com o tipo Multi Select selecionado e o bloco Field-level security, onde s\u00e3o definidos os direitos de acesso ao campo para diferentes perfis.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4357391 elementor-widget elementor-widget-image\" data-id=\"4357391\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-5-e1779446557155.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Custom object type. Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNDcsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtNS1lMTc3OTQ0NjU1NzE1NS53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"966\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-5-e1779446557155.webp\" class=\"attachment-full size-full wp-image-25147\" alt=\"Custom object type. Proxima Admin Tool\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 5. Sele\u00e7\u00e3o do tipo de campo para o objeto personalizado. Na primeira etapa de cria\u00e7\u00e3o do campo, o administrador seleciona o tipo de dado. Est\u00e3o dispon\u00edveis campos de texto, campos num\u00e9ricos, campos de refer\u00eancia, single select e multi select, data, data e hora, boolean.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85545dc elementor-widget elementor-widget-text-editor\" data-id=\"85545dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Os campos de refer\u00eancia permitem conectar o objeto personalizado a outros objetos do sistema e construir rela\u00e7\u00f5es l\u00f3gicas entre entidades. Isso permite configurar a estrutura do objeto personalizado de acordo com um processo de neg\u00f3cio espec\u00edfico.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b600929 elementor-widget elementor-widget-image\" data-id=\"b600929\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-6-e1779446627797.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Configuring field access for user profiles. Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNTIsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtNi1lMTc3OTQ0NjYyNzc5Ny53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"942\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-6-e1779446627797.webp\" class=\"attachment-full size-full wp-image-25152\" alt=\"Configuring field access for user profiles. Proxima Admin Tool\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 6. Configura\u00e7\u00e3o de acesso ao campo para perfis de usu\u00e1rio. Na etapa Field-level security, o administrador define quais perfis de usu\u00e1rio podem ler ou editar um campo espec\u00edfico. As permiss\u00f5es Read e Write s\u00e3o configuradas separadamente, permitindo controlar o acesso a dados sens\u00edveis ou de servi\u00e7o.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e52dc0f elementor-widget elementor-widget-image\" data-id=\"e52dc0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-7.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Data access: Organization-wide default (OWD). Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNTcsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtNy53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"682\" height=\"363\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-7.webp\" class=\"attachment-full size-full wp-image-25157\" alt=\"Data access: Organization-wide default (OWD). Proxima Admin Tool\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-7.webp 682w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-7-300x160.webp 300w\" sizes=\"(max-width: 682px) 100vw, 682px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 7. Data access: Organization-wide default (OWD). Na se\u00e7\u00e3o Data access: Organization-wide default (OWD), \u00e9 configurado o modelo geral de acesso aos registros do objeto. O acesso pode ser privado, controlado por hierarquia, p\u00fablico ou depender do acesso aos registros no parent object. Isso ajuda a definir quem pode visualizar os registros do objeto personalizado em toda a organiza\u00e7\u00e3o.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f07597 elementor-widget elementor-widget-image\" data-id=\"5f07597\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-8-e1779446698665.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Object access control (OLS). Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNjIsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtOC1lMTc3OTQ0NjY5ODY2NS53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"944\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-8-e1779446698665.webp\" class=\"attachment-full size-full wp-image-25162\" alt=\"Object access control (OLS). Proxima Admin Tool\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 8. Object access control (OLS). Na se\u00e7\u00e3o Object access control (OLS), o administrador configura os direitos de acesso ao pr\u00f3prio objeto para fun\u00e7\u00f5es e usu\u00e1rios. As permiss\u00f5es Create, Read, Update e Delete s\u00e3o definidas separadamente, o que permite gerenciar com flexibilidade quem pode criar, visualizar, modificar ou excluir registros do objeto personalizado.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14d754f elementor-widget elementor-widget-image\" data-id=\"14d754f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-9.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Basic settings for a new field. Proxima Admin Tool\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjUxNjcsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvaW1hZ2UtOS53ZWJwIn0%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"753\" height=\"757\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-9.webp\" class=\"attachment-full size-full wp-image-25167\" alt=\"Basic settings for a new field. Proxima Admin Tool\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-9.webp 753w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-9-298x300.webp 298w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/image-9-150x150.webp 150w\" sizes=\"(max-width: 753px) 100vw, 753px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 9. Basic settings para um novo campo. Ap\u00f3s selecionar o tipo de campo, o administrador passa para Basic settings: define o nome do campo, verifica o API name gerado automaticamente, adiciona uma descri\u00e7\u00e3o e pode ativar a op\u00e7\u00e3o Use as record name. Esse par\u00e2metro permite usar o campo como o nome principal do registro para identificar registros no sistema.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb024e3 elementor-widget elementor-widget-text-editor\" data-id=\"eb024e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>No Proxima Cloud CRM, os objetos personalizados s\u00e3o criados como parte de um modelo de personaliza\u00e7\u00e3o gerenciada<\/strong>. O administrador pode trabalhar com o Custom Objects builder, configurar custom object settings, gerenciar campos, acessos e visibilidade dos dados por meio do Proxima Cloud CRM Object Manager.<\/p><p>Isso permite que empresas farmac\u00eauticas criem suas pr\u00f3prias entidades para processos de neg\u00f3cio espec\u00edficos sem perder o controle sobre a arquitetura do CRM, a qualidade dos dados e o modelo de acesso baseado em fun\u00e7\u00f5es.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-54de319 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"54de319\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzMsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Objetos personalizados no Proxima Cloud CRM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e297d2f elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"e297d2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" icon_piechart\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tObjetos personalizados em relat\u00f3rios de BI do Proxima Cloud CRM\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p><strong>Os objetos personalizados no Proxima Cloud CRM podem ser usados n\u00e3o apenas no trabalho operacional do CRM, mas tamb\u00e9m em relat\u00f3rios.<\/strong> Se a empresa cria suas pr\u00f3prias entidades para processos de neg\u00f3cio espec\u00edficos, esses dados podem ser incorporados \u00e0 an\u00e1lise de BI e usados para construir relat\u00f3rios e dashboards personalizados.<\/p>\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec1b25a elementor-widget elementor-widget-text-editor\" data-id=\"ec1b25a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Isso \u00e9 especialmente importante para empresas farmac\u00eauticas que precisam analisar n\u00e3o apenas os dados padr\u00e3o do CRM, mas tamb\u00e9m processos espec\u00edficos<\/strong>: atividades das equipes de campo, solicita\u00e7\u00f5es internas, classifica\u00e7\u00f5es personalizadas, iniciativas locais de marketing, objetos adicionais para HCP\/HCO ou outras entidades definidas pelo usu\u00e1rio. Essa abordagem permite transformar a personaliza\u00e7\u00e3o do CRM em uma fonte de dados gerenciais mais precisos.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-926d283 elementor-widget elementor-widget-image\" data-id=\"926d283\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"castom_object_BI_Proxima CRM\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjYxMjQsInVybCI6Imh0dHBzOlwvXC9wcm94aW1hY2xvdWRjcm0uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI2XC8wNVwvY2FzdG9tX29iamVjdF9CSV9uZXcud2VicCJ9\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1855\" height=\"848\" src=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new.webp\" class=\"attachment-full size-full wp-image-26124\" alt=\"Objetos personalizados em relat\u00f3rios de BI do Proxima Cloud CRM\" srcset=\"https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new.webp 1855w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new-300x137.webp 300w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new-1024x468.webp 1024w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new-768x351.webp 768w, https:\/\/proximacloudcrm.com\/wp-content\/uploads\/2026\/05\/castom_object_BI_new-1536x702.webp 1536w\" sizes=\"(max-width: 1855px) 100vw, 1855px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Captura de tela 10. Objetos personalizados em relat\u00f3rios de BI. No editor de relat\u00f3rio de BI, o administrador ou analista pode criar um dashboard personalizado, selecionar os tipos de visualiza\u00e7\u00e3o necess\u00e1rios no bloco Visualizations e os conjuntos de dados no bloco Data, incluindo objetos personalizados criados pelo usu\u00e1rio com o prefixo crm_custom_.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b1ad5c elementor-widget elementor-widget-text-editor\" data-id=\"6b1ad5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Isso mostra que os dados dos objetos personalizados podem ser usados para construir relat\u00f3rios, filtros, tabelas e visualiza\u00e7\u00f5es de acordo com as necessidades da empresa farmac\u00eautica.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-067e4cb elementor-widget elementor-widget-heading\" data-id=\"067e4cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Por que essa abordagem \u00e9 importante para empresas farmac\u00eauticas<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62eaf89 elementor-widget elementor-widget-text-editor\" data-id=\"62eaf89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>No neg\u00f3cio farmac\u00eautico, n\u00e3o basta simplesmente criar um novo campo ou uma nova tabela. Qualquer novo objeto deve ser compreens\u00edvel para todos os usu\u00e1rios, controlado no n\u00edvel de acessos e adequado para leitura em relat\u00f3rios e visualiza\u00e7\u00f5es de dados por <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/excelencia-da-forca-de-vendas\/\" target=\"_blank\" rel=\"noopener\">diretores e gestores<\/a><\/span><\/strong>. \u00c9 por isso que, no Proxima Cloud CRM, a cria\u00e7\u00e3o de um objeto personalizado \u00e9 combinada com a configura\u00e7\u00e3o de campos, do n\u00edvel de acesso aos campos, do acesso ao pr\u00f3prio objeto e do modelo geral de visibilidade dos registros.<\/p><p>Isso permite que os <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/administrador-de-crm\/\" target=\"_blank\" rel=\"noopener\">administradores<\/a><\/span><\/strong> n\u00e3o apenas adicionem uma nova entidade ao CRM, mas tamb\u00e9m definam imediatamente seu lugar no sistema: quem pode trabalhar com ela, quais dados cada fun\u00e7\u00e3o pode ver, quais campos podem ser de servi\u00e7o ou sens\u00edveis e como o objeto criado ser\u00e1 usado em um processo real de neg\u00f3cio.<\/p><p><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/representantes-medicos-e-de-vendas\/\" target=\"_blank\" rel=\"noopener\">Para as equipes de campo<\/a><\/span><\/strong>, isso significa um trabalho mais preciso com os dados. Para os administradores, significa mais autonomia sem a necessidade de recorrer aos desenvolvedores a cada nova configura\u00e7\u00e3o. Para a gest\u00e3o, significa uma estrutura de dados mais organizada e a possibilidade de escalar o CRM sem perder o controle.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38b2cdb elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"38b2cdb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-map-marked-alt\" viewBox=\"0 0 576 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M288 0c-69.59 0-126 56.41-126 126 0 56.26 82.35 158.8 113.9 196.02 6.39 7.54 17.82 7.54 24.2 0C331.65 284.8 414 182.26 414 126 414 56.41 357.59 0 288 0zm0 168c-23.2 0-42-18.8-42-42s18.8-42 42-42 42 18.8 42 42-18.8 42-42 42zM20.12 215.95A32.006 32.006 0 0 0 0 245.66v250.32c0 11.32 11.43 19.06 21.94 14.86L160 448V214.92c-8.84-15.98-16.07-31.54-21.25-46.42L20.12 215.95zM288 359.67c-14.07 0-27.38-6.18-36.51-16.96-19.66-23.2-40.57-49.62-59.49-76.72v182l192 64V266c-18.92 27.09-39.82 53.52-59.49 76.72-9.13 10.77-22.44 16.95-36.51 16.95zm266.06-198.51L416 224v288l139.88-55.95A31.996 31.996 0 0 0 576 426.34V176.02c0-11.32-11.43-19.06-21.94-14.86z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tTerritory Manager no Proxima Cloud CRM como pr\u00f3ximo vetor de desenvolvimento da personaliza\u00e7\u00e3o gerenciada\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p>Uma \u00e1rea separada de desenvolvimento do Proxima Cloud CRM \u00e9 <strong>o Territory Manager \u2014 funcionalidade para a gest\u00e3o flex\u00edvel de territ\u00f3rios das equipes de campo.<\/strong><\/p>\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a713d76 elementor-widget elementor-widget-text-editor\" data-id=\"a713d76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>N\u00e3o vamos descrever essa \u00e1rea como uma continua\u00e7\u00e3o direta do <strong>Custom Objects builder<\/strong>, mas ela d\u00e1 continuidade l\u00f3gica \u00e0 mesma abordagem de managed CRM customization. Se os objetos personalizados ajudam a expandir o CRM data model, o Territory Manager desenvolve outro n\u00edvel importante de flexibilidade: a possibilidade de construir de forma independente o modelo territorial, atribuir usu\u00e1rios, vincular HCP\/HCO a territ\u00f3rios e gerenciar a visibilidade dos dados.<\/p><p><strong>Para empresas farmac\u00eauticas, a gest\u00e3o territorial \u00e9 uma fun\u00e7\u00e3o operacional essencial<\/strong>. Muitas vezes, \u00e9 o territ\u00f3rio que define quais m\u00e9dicos e organiza\u00e7\u00f5es de sa\u00fade est\u00e3o atribu\u00eddos a um representante m\u00e9dico espec\u00edfico, quem \u00e9 respons\u00e1vel por determinado segmento de mercado e a quais dados o usu\u00e1rio tem acesso.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b494fe elementor-blockquote--skin-boxed elementor-widget elementor-widget-blockquote\" data-id=\"5b494fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\tPor isso, o desenvolvimento do Territory Manager segue a mesma l\u00f3gica dos objetos personalizados: o CRM n\u00e3o deve impor uma estrutura r\u00edgida \u00e0 empresa, mas permitir que ela modele sua l\u00f3gica organizacional real de forma controlada.\n\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b9eb85 elementor-widget elementor-widget-text-editor\" data-id=\"7b9eb85\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Nos planos de produto, o Territory Manager<\/strong> deve dar aos clientes mais autonomia na gest\u00e3o da estrutura das equipes de campo: desde a constru\u00e7\u00e3o de hierarquias territoriais de qualquer profundidade at\u00e9 a atribui\u00e7\u00e3o de usu\u00e1rios, vincula\u00e7\u00e3o de HCP\/HCO a territ\u00f3rios, integra\u00e7\u00e3o com GeoForce, migra\u00e7\u00e3o de pol\u00edgonos geogr\u00e1ficos para um modelo \u00fanico de territ\u00f3rios, importa\u00e7\u00e3o\/exporta\u00e7\u00e3o em massa e preenchimento autom\u00e1tico de territ\u00f3rios com base em l\u00f3gica de filtragem.<\/p><p>Para o neg\u00f3cio farmac\u00eautico, esse \u00e9 um passo importante na mesma dire\u00e7\u00e3o dos objetos personalizados: o CRM se torna mais adapt\u00e1vel \u00e0 estrutura organizacional real da empresa, mas mant\u00e9m o controle, a transpar\u00eancia dos acessos e a integridade dos dados.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22df415 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"22df415\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzMsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Saiba mais sobre o Territory Manager<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51a75dc elementor-widget elementor-widget-heading\" data-id=\"51a75dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Como o Territory Manager complementa a l\u00f3gica dos objetos personalizados<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-04775b2 elementor-widget elementor-widget-text-editor\" data-id=\"04775b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Os objetos personalizados respondem \u00e0 pergunta: quais entidades adicionais a empresa precisa para descrever com precis\u00e3o seus processos de neg\u00f3cio? <strong>O Territory Manager responde<\/strong> a outra pergunta, relacionada a essa l\u00f3gica: <strong>como organizar responsabilidade, visibilidade e acesso a HCP\/HCO de acordo com a estrutura territorial da equipe de campo?<\/strong><\/p><p>Juntas, essas \u00e1reas formam uma abordagem mais madura para a personaliza\u00e7\u00e3o do CRM. A empresa recebe n\u00e3o apenas um conjunto de configura\u00e7\u00f5es separadas, mas a possibilidade de construir um modelo de trabalho gerenciado: seus pr\u00f3prios objetos, sua pr\u00f3pria estrutura de campos, seu pr\u00f3prio modelo de acesso, sua pr\u00f3pria l\u00f3gica territorial e futura integra\u00e7\u00e3o com dados geogr\u00e1ficos.<\/p><p>Isso \u00e9 especialmente importante para clientes enterprise com equipes de campo distribu\u00eddas. Nessas empresas, frequentemente existem mudan\u00e7as sazonais de territ\u00f3rios, sobreposi\u00e7\u00e3o de \u00e1reas de responsabilidade, regras separadas para trabalhar com KOLs, diferentes n\u00edveis de gestores e diferentes cen\u00e1rios de visibilidade de dados. Se o CRM n\u00e3o oferece suporte nativo a essa estrutura, a empresa precisa usar solu\u00e7\u00f5es alternativas ou solicitar desenvolvimento customizado. O desenvolvimento do Territory Manager deve reduzir essa depend\u00eancia e transformar uma necessidade t\u00edpica do neg\u00f3cio farmac\u00eautico em funcionalidade de plataforma.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-470786e elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"470786e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-paperclip\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M43.246 466.142c-58.43-60.289-57.341-157.511 1.386-217.581L254.392 34c44.316-45.332 116.351-45.336 160.671 0 43.89 44.894 43.943 117.329 0 162.276L232.214 383.128c-29.855 30.537-78.633 30.111-107.982-.998-28.275-29.97-27.368-77.473 1.452-106.953l143.743-146.835c6.182-6.314 16.312-6.422 22.626-.241l22.861 22.379c6.315 6.182 6.422 16.312.241 22.626L171.427 319.927c-4.932 5.045-5.236 13.428-.648 18.292 4.372 4.634 11.245 4.711 15.688.165l182.849-186.851c19.613-20.062 19.613-52.725-.011-72.798-19.189-19.627-49.957-19.637-69.154 0L90.39 293.295c-34.763 35.56-35.299 93.12-1.191 128.313 34.01 35.093 88.985 35.137 123.058.286l172.06-175.999c6.177-6.319 16.307-6.433 22.626-.256l22.877 22.364c6.319 6.177 6.434 16.307.256 22.626l-172.06 175.998c-59.576 60.938-155.943 60.216-214.77-.485z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h2 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tConclus\u00e3o\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\t<p><strong>Os objetos personalizados no Proxima Cloud CRM s\u00e3o uma ferramenta pr\u00e1tica de flexibilidade gerenciada.<\/strong> Eles permitem que os administradores criem novas entidades, configurem campos, definam direitos de acesso, controlem a visibilidade dos dados e adaptem o CRM a processos de neg\u00f3cio espec\u00edficos de uma empresa farmac\u00eautica.<\/p>\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-da5824e elementor-widget elementor-widget-text-editor\" data-id=\"da5824e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Ao mesmo tempo, o valor dos objetos personalizados n\u00e3o est\u00e1 apenas no fato de poderem ser criados. O importante <strong>\u00e9 que eles funcionam dentro da l\u00f3gica administrativa do Proxima Cloud CRM<\/strong>: por meio de Object Manager, API name, Field-level security, Object access control e Organization-wide default. Isso ajuda a evitar que a personaliza\u00e7\u00e3o se transforme em um ac\u00famulo ca\u00f3tico de entidades adicionais e permite manter a organiza\u00e7\u00e3o <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/ecossistema\/\" target=\"_blank\" rel=\"noopener\">da estrutura do CRM<\/a><\/span><\/strong>.<\/p><p>Uma vantagem adicional dessa abordagem \u00e9 <strong>a possibilidade de usar objetos personalizados n\u00e3o apenas em processos de CRM, mas tamb\u00e9m em relat\u00f3rios de BI<\/strong>. Isso permite que empresas farmac\u00eauticas construam sua pr\u00f3pria an\u00e1lise com base em entidades criadas pelo usu\u00e1rio e conectem melhor os dados operacionais \u00e0s decis\u00f5es gerenciais.<\/p><p><strong>O desenvolvimento futuro do produto, incluindo a \u00e1rea de Territory Manager<\/strong>, mostra que o Proxima Cloud CRM est\u00e1 avan\u00e7ando n\u00e3o apenas para configura\u00e7\u00f5es personalizadas isoladas, mas para um <strong>modelo mais profundo de personaliza\u00e7\u00e3o gerenciada.<\/strong> Trata-se da possibilidade de modelar estruturas de neg\u00f3cio complexas: territ\u00f3rios, hierarquias, v\u00ednculos HCP\/HCO, responsabilidade dos usu\u00e1rios, visibilidade dos dados, <a href=\"https:\/\/proximacloudcrm.com\/pt-br\/geoforce\/\">integra\u00e7\u00e3o com GeoForce<\/a> e futura automa\u00e7\u00e3o do preenchimento de territ\u00f3rios.<\/p><p>Para o neg\u00f3cio farmac\u00eautico, essa abordagem representa uma vantagem estrat\u00e9gica. O Proxima Cloud CRM oferece \u00e0s empresas mais autonomia na adapta\u00e7\u00e3o do sistema e, ao mesmo tempo, preserva controle, transpar\u00eancia, seguran\u00e7a baseada em fun\u00e7\u00f5es e integridade dos dados. Esse equil\u00edbrio entre flexibilidade e organiza\u00e7\u00e3o define <strong>o valor de um pharma CRM moderno: o sistema deve evoluir junto com o neg\u00f3cio sem perder a capacidade de gest\u00e3o<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1642d3c elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"1642d3c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\" icon_cloud-upload_alt\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tPronto para testar o Proxima Cloud CRM em a\u00e7\u00e3o?\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tCrie seus pr\u00f3prios objetos, avalie a praticidade da gest\u00e3o de territ\u00f3rios no Territory Manager e descubra mais recursos do Proxima Cloud CRM para sua equipe farmac\u00eautica.\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4bb3b39 elementor-widget elementor-widget-text-editor\" data-id=\"4bb3b39\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/contato\/\" target=\"_blank\" rel=\"noopener\">Entre em contato<\/a><\/span><\/strong> conosco para uma apresenta\u00e7\u00e3o da plataforma ou <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/proximacloudcrm.com\/pt-br\/experimente-a-avaliacao-gratuita\/\" target=\"_blank\" rel=\"noopener\">solicite uma demonstra\u00e7\u00e3o gratuita<\/a><\/span><\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-306c99f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"306c99f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTU4MzMsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"mdi mdi-arrow-top-right-thick\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Solicitar um demo do Proxima Cloud CRM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f2c7323 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f2c7323\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8688ffc elementor-widget elementor-widget-text-editor\" data-id=\"8688ffc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Observa\u00e7\u00e3o: <\/strong>Este material utiliza capturas de tela de um ambiente de demonstra\u00e7\u00e3o com dados anonimizados ou simulados, que n\u00e3o pertencem a pessoas reais.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Na primeira parte do artigo, \u201cObjetos personalizados em sistemas CRM para o setor farmac\u00eautico\u201d, analisamos o que s\u00e3o objetos personalizados em sistemas CRM, por que eles s\u00e3o especialmente importantes para o setor farmac\u00eautico, como as principais plataformas CRM trabalham com eles e por que a personaliza\u00e7\u00e3o gerenciada est\u00e1 se tornando uma vantagem competitiva para pharma [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":25093,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[130],"tags":[200,221,279,207,211],"class_list":["post-26288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-administrador-crm","tag-automacao","tag-dados-e-analises","tag-ecossistema-crm-pt","tag-tendencias-pt-br","tag-transformacao-digital"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Cria\u00e7\u00e3o de objetos personalizados no CRM: exemplos \u2699\ufe0f&#8212; PROXIMA Cloud CRM<\/title>\n<meta name=\"description\" content=\"\ud83e\udde9 Veja como criar um objeto personalizado no Proxima Cloud CRM: Object Manager, campos, object settings, acessos, OLS, OWD e desenvolvimento do Territory Manager 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