Want to understand which owner/aggregation fields are driving a specific mode within your Clari instance?
Within Field Configuration, you're able to drill into the properties of each mode (i.e owner field, aggregation field), and even edit those properties in real time. Once those changes are made, you can publish them, similar to any other Field Configuration changes and they will update within your instance. In this example, we’re looking at how to identify the owner/amount fields that drive the ‘Opportunity Mode’.
As a reminder, always use caution when editing modes or making any changes within Field Configuration. Carefully consider the changes you’d like to make, and always review those changes before publishing!
Have a question on Clari Modes? Make sure to check out the Field Configuration certification course, or reach out to your Customer Success Manager!
