Add Field Extensions Directly Via Data Ingestion Pipeline

A field extension lets you add custom fields to standard objects—like Account or Opportunity—to capture extra data relevant to your operations. With this feature, you can directly add these custom fields from external data tables to core CRM objects.

Use Cases

This feature is ideal for teams that want to enrich existing Account or Opportunity objects with custom fields from their warehouse, such as:

• Adding bookings actuals: Extend the Opportunity object with actual bookings or revenue data from external systems, enabling accurate comparisons against forecasts directly within Clari.

• Adding data without Salesforce: Organizations can bring in additional fields—like health scores, segments, or ARR—directly from their warehouse without creating custom fields in Salesforce.

• Product usage or CSM fields: Extend the Opportunity object with product engagement metrics or metrics like NPS or CS score to power forecasting or deal inspection workflows.

Pre-requisites

• Your data table must already be connected and schema-crawled inside Clari.
• The table should contain a column that can be used to join with Clari's internal Account or Opportunity ID. It also should be mapped accurately.
• Entities can only be extended to two standard objects currently—Account and Opportunity.

How to Add Field Extensions via Data Ingestion

This feature is currently controlled via a feature flag: enable-extension-entity-support-via-di

Set up instructions

Here is the step-by-step process for admins to use this feature.

1. Go to Clari Studio > Integrations and click Expand on Data Source. Click add and follow the prompts to add your data source.

2. When the ingestion is complete:

• Find the table in Clari Studio and click Edit Table

• Make sure you check Mark as extension and choose either Account or Opportunity—whatever matches Clari's object:

3. In Studio, go to Field Configuration. Go to Actions, and click on Add Fields.

Based on what you marked as an extension object, select your Source Object:

• Select Source Object as Account or Opportunity

• Select the field that you want to add

• The source is mentioned below each field, like this: booking_amount, has opportunity.snowflake_db_408…