Field Config video series coming your way!
Hey Clari Circle Community,
Hope this message finds you all well! 👋 I'm thrilled to share some exciting news with our Clari admin users – we've got a fantastic new resource coming your way.
As a Project Manager here at Clari, I understand that getting the most out of our platform is crucial for your success. That's why we're launching a series of short and informative videos that will guide you through the ins and outs of making changes to your platform configuration using the Field Configuration admin module.
🎥 What to Expect: In these videos, I'll walk you through step-by-step tutorials, covering everything from the basics to some advanced tips and tricks. Whether you're a Clari veteran or just getting started, these videos will help you leverage the full power of the Field Configuration admin module. Keep in mind that you can always take more details lessons and even earn your Field Config certification in Clari University.
🔧 In this first video, we’ll cover:
- The steps to add a new field to a specific layout
- Key configuration options that you’ll select, like the Source Object
- Important integration details and how to address Available (In-Progress) and Inaccessible fields
- How to add a field from the Parent Object that a Reference Field on your Source Object is pulling from
- Where you can customize field properties (which I’ll cover in more detail in a future video)
- How to select which Modes and Layouts you want to add the new field too
- Restrictions you might run into and why
Feel free to drop your burning questions or specific topics you'd like me to cover in the comments below. If we don’t have resources on them already, I can address them in the upcoming videos!
🚀 Stay Connected: To make sure you don't miss any updates, make sure you're subscribed to this Product Q&A section of the community.
I'm really looking forward to helping you unlock the full potential of Clari with these videos. Let's make configuration a breeze together!