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How do field visibility permissions work in Clari?

Clari will honor your user permissions from Salesforce. If a user does not have permission to view a field in Salesforce, then they will not be able to see that field in Clari — even if you pull it into the Opportunity Grid for the users who do have permission to see it.

Nov 3, 2023
Knowledge

Created Date

10/11/2026, 7:29 AM

Last Published Date

11/3/2023, 7:07 PM

Article

How do field visibility permissions work in Clari?

Clari will honor your user permissions from Salesforce. If a user does not have permission to view a field in Salesforce, then they will not be able to see that field in Clari — even if you pull it into the Opportunity Grid for the users who do have permission to see it.

Learn More

To learn more about Field Configuration, please check out Clari Admin University.

Title

How do field visibility permissions work in Clari?

URL Name

How-do-field-visibility-permissions-work-in-Clari

Knowledge Base Topics

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Field Configuration

Forecast Configuration

General Admin

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Developer Resources

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How do field visibility permissions work in Clari?