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TamimAziz
TamimAziz
Regular Contributor
January 14, 2026
Question

Adding more Source Objects to Field Config

  • January 14, 2026
  • 0 replies
  • 207 views

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).

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
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
    TamimAzizAuthor
    Regular 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
    TamimAzizAuthor
    Regular Contributor
    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
      Community Manager
      BrynjaHill
      Community Manager
      January 26, 2026

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

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