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PAFOM Comments

  • June 13, 2023
  • 1 reply
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A
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Can PAFOMs include their own comments in opportunities?
I’m looking for an exclusive field where we can insert management comments that must be hidden from Sales Team.

Best answer by Kenna

Hi, Alexandre! Clari honors your user permissions from Salesforce, so if you have a field (or ask your Ops team to create one) that PAFOMs can see but other users (i.e., reps or other users from your sales team) can’t, then your Clari Admin can add that field to Clari for you to use, and those other users will not be able to see it.

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Kenna
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  • KennaCommunity Manager
  • Community Manager
  • 979 replies
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  • June 14, 2023

Hi, Alexandre! Clari honors your user permissions from Salesforce, so if you have a field (or ask your Ops team to create one) that PAFOMs can see but other users (i.e., reps or other users from your sales team) can’t, then your Clari Admin can add that field to Clari for you to use, and those other users will not be able to see it.

Kenna Valdez, Manager, Customer Community, Clari

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