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Adding more Source Objects to Field Config

  • January 14, 2026
  • 4 replies
  • 41 views
TamimAziz
New Contributor
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Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config?  We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object.  The reason why we cannot reference the Service Contract from an account reference is because there is a one to many relationship (sort of like the Opportunity Object).  We would need the ServiceContract to be its own object (or Mode).

4 replies

brynjahill
Clari
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  • brynjahillClari
  • Clari
  • January 15, 2026

Hi ​@TamimAziz! The objects that are displayed in the Source Object dropdown are dictated by the Modes that are currently configured for that org. We can still access fields from objects not displayed, they just aren’t shown in that list until a Mode is created with that object. Hope this helps! 

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    TamimAziz
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    • TamimAzizNew Contributor
    • Author
    • New Contributor
    • January 26, 2026

    Hi ​@brynjahill ,

    Thank you for your reply.  How do we create a new mode to a different object not displayed in the Source Object dropdown yet?  I only know how to create modes against the existing objects.

     

    TamimAziz
    New Contributor
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    • TamimAzizNew Contributor
    • Author
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    • January 26, 2026

    ​@brynjahill , actually never mind I see you can create a Custom mode and link that to the different object.  I have not done that in the past.  wish me luck.

     

      brynjahill
      Clari
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      • brynjahillClari
      • Clari
      • January 26, 2026

      Hi ​@TamimAziz! That’s correct. Good luck and let us know if you have any further questions :) 

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