Mode Configuration Options

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.