Mode Configuration Options

Use the table in this article to reference the definitions for the configuration options you’ll have in the mode creation process.

Created Date

10/11/2026, 7:31 AM

Last Published Date

12/19/2023, 11:44 PM

Article

Use the table below to reference the definitions for the configuration options you’ll have in the mode creation process.

Reporting Object	CRM (Salesforce) object that represents individual rows within Clari. Includes: Opportunity, Account, Other Object
Query Object	CRM (Salesforce)or non-CRM object that holds the data you would like to aggregate on.
Mode Reference	Existing mode that helps connect the query object to the reporting object.
Field Reference	Secondary key on query object to associate back to reporting object. Helps enforce the many to one relationship between the query and reporting object.
Owner	Field used as the default owner for each instance of the reporting object. The field could be on the query object, reporting object, or most objects that are accessible via reference field on the reporting object.
Aggregation Field	Number or currency field used for aggregates between query and reporting objects. This field should be on the query object.
Module	Modes can be module specific. These include: Opportunities, Pulse, Trend, Waterfall, Flow, and/or Forecast.
Role	{Not available for EAP} Modes can be role specific.

Title

Mode Configuration Options

URL Name

Mode-Configuration-Options