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Hi there. Thank you for letting me watch and learn today. During the discussion the question came up about why someone’s Accounts module might be different. Here’s your answer.

The main difference would just be the Scope you see, meaning each user is going to see accounts and fields according to their Salesforce Hierarchy permissions (so you wouldn’t be able to see a level above themselves in the hierarchy).

 

 

Thanks, Scott!

@William Lauffer let us know if this is helpful.  think you mentioned needing to pull in more fields from Salesforce top the Account view also. Any way we can help? 

 

@Stephanie Pisani , did you confirm that your org hasn’t purchased the Accounts module? Anything we can do to give you visibility in Clari or Salesforce? 


@amber-victoria I’m confirming tomorrow when I meet with our Clari admin

 


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