Clari

Is there a way to download to Excel or some other file those emails that have bounced from a flow? 

I would love the ability to customize individual field history tracking by selecting different historical ranges. For example, being able to compare data over 1 day, 3 days, or 7 days would be beneficial when applying multiple quotes that adjust frequently.

What we see Top Sales Leaders do to leverage Clari:  1. They set clear expectations on CRM hygiene with their teams… and inspect it regularly. Updating the Close Date, Stage, Forecast Category, and Next Steps fields should not be a suggestion. Set the expectation that if your reps update those fields, you won’t bother them with nonstop requests for status updates. Inspect what you expect! Configure your columns to show the fields you most often review first.  2. They use CRM data, rep activity, and the CRM Score to pressure test deals.  Quickly validate if a deal is on track by reviewing the CRM data, the email/meeting/file activity between the rep and the prospect, and the CRM Score. Without bothering the rep, you can see how the deal is progressing.  Use this 4 point deal inspection cheat sheet, if needed.3. They inspect their reps’ and managers’ forecasts and evaluate if they have enough coverage. The best sales leaders use the Clari forecast module to evaluate if their reps/manager

We have a requirement to upload our sales quota which would have quarterly and yearly goals. Houw should we set it up in terms of period. I saw a sample file in KB, where for a given user there were 8 rows. Is this the correct way to upload? In our Instance, the sum of quarter will not always equal to the annual. 

We're thrilled to invite all our community members, whether you're a seasoned pro or a newcomer, to our recurring Welcome to Align Implementation Webinar. Webinar Details:🗓️ Date: Every other Friday⏰ Time: 10 PST⏳ Duration: 1 hour🔗 Register here by clicking this link! What to Expect:🛠️ Organization Settings: Dive into administration & system settings to customize Align Workspaces for your unique needs.👥 Team Roles: Learn how incorporating different roles can streamline collaboration and boost efficiency.🌐 Mutual Business Objects: Discover how to create and manage objects within Align Workspaces.📊 Field Mapping: Master the art of field mapping for seamless data integration and reporting.🗂️ Team Templates: Explore how to leverage team templates to create a consistent and repeatable process across your teams. This webinar is for anyone curious about making the most of Align Workspaces and Mutual Action Plans. Whether you're just starting or want to level up your skills, there's

The AI exports are great but how can I export them in bulk?The existing export functionality only works for an individual view, so to bring the projections into other analysis / reports, I have to update the scope / breakdown type and then copy and paste each projection for each leader individually. 

Would like to have the ability to add filters to a dashboard. Currently if a manager wants to view something specific that is filterable in the opportunity grid, I have to add multiple widgets to show that instead of a filter. 

In this webinar, we covered Clari's Export API, which allows you to take Clari data and export it programmatically it into your data warehouse, BI tool, or Analyze program of choice.With this freedom, you can slice and dice the data in a variety of different ways and combine it with external data sources to drive value beyond the revenue process.In this webinar, Gary Sahota, Director of Analyze, walks through how Clari’s export APIs work, our recommended best practices, a demo, and some key use cases we have seen so far.  As you connect with your technical counterparts, please review the Clari API Documentation.

Hi all, when I click on the “Export” option nothing happens and no message is given. How can I get my report data in excel format?

The “Notes & Attachments” in Salesforce is Classic Only and has been deprecated in Lightning.  Please upload email attachments to the File settings so people don’t have to look in multiple places (or admins don’t have to do hacky workarounds) to find their files.

Hello Clari Community,We are trying to upload a quota csv file but getting the error messages below.  We have checked our Period Name and ensured it is correct and aligned with the format set forth by the Clari Help article.  Any ideas?  https://clari.my.site.com/customer/s/article/Uploading-Quotas-in-Clari 

i am new to Clari, and i need some support in using the tool, which is the best way to get this support and help?

LinkedIn recently updated its licensing requirements for Sales Navigator integrations. Starting February 1, 2025, only customers with Sales Navigator Advanced Plus licenses will be able to use embedded iFrame integrations across third-party platforms, including Clari. Previously, both Advanced and Advanced Plus users could embed Sales Navigator directly into Groove. What this means for you: Users with Advanced Plus licenses can continue using the embedded integration. Users with Advanced licenses will need to either upgrade to Advanced Plus or access Sales Navigator directly at linkedin.com. If you rely on LinkedIn actions within Groove, this change may require manual work unless you upgrade. We appreciate your understanding and are here to support you through the transition. For more details on the LinkedIn Sales Navigator integration, visit our help center

In this webinar, we covered Clari’s Export API, which allows you to take Clari Forecast data and programmatically export it into your data warehouse, BI tool, or Analyze program of choice.With this freedom, you can slice and dice the data in a variety of different ways and combine it with external data sources to drive value beyond the revenue process.In this webinar, Gary Sahota, Director of Analyze, will walk through how Clari’s export APIs work, our recommended best practices, a demo, and some key use cases we have seen so far. 

On Friday, February 7th, Groove will deploy an update to the Salesforce managed package. No action is required from you. What’s Changing?This update brings the API version to 45.0, ensuring compatibility with Salesforce’s upcoming ICU locale update on February 11th. It ensures Groove remains compliant with Salesforce’s latest requirements. Customer ImpactNo changes to the Groove application—your experience will remain the same. This update prepares the managed package for future support of ICU Locale Formats but does not introduce any immediate changes in Groove or Salesforce. If you are using Salesforce Sandbox instances, the managed package will be updated across all environments. For more details, refer to Salesforce’s official documentation:Update your Apex Classes, Apex Triggers, and Visualforce Pages to API version 45.0 or later

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

Does anyone know if it’s possible to group records in an inspect view by account for example? I’m thinking about how groups work in Salesforce or an Excel pivot rather than the current group function in Clari.

I have to change an individuals quota.. How can I do this?It looks like I have to upload all quotas again with the change for that individual change included. Thanks

Is there a way in Groove to visually flag non-working phone numbers so we can avoid repeatedly calling them?Just a note—we don’t have the dialer, in case that matters.

Hi I have just started using Clari as a sales ops manager with admin access, I was to use Clari University to gain understanding on how to use the product, forecasting, analytics etc but in the University page I can only see the “prospecting academy” is this all that is available?

If your Salesforce instance uses validation rules, it is a good idea to update them in Clari.What are validation rules?For those not familiar with validation rules in Salesforce, admins can create rules for updating fields that are triggered when users attempt to make updates to make sure the update meets your organizations’ standards. If the update does not meet the criteria, Salesforce will not allow the update. In Salesforce, these disallowed updates may also be associated with error messages that are displayed to the user.As an example, if a user attempts to progress an opportunity to the next stage, a validation rule may require they complete a notes field with next steps.How does Clari handle validation rules?If you run into a validation rule while updating your deals in Clari, then the Update Helper will guide you through to make the experience as smooth as possible. The Update Helper will appear as a pop-up window.The Update Helper will display the additional field(s) that you

If your organization has been using Capture for a while, checking the settings and looking at the logs periodically is a good idea. This will help you get the most out of your integration. The Capture settings panel has recently had some helpful additions that make tweaking and tuning your settings much more accessible. Some settings were previously only modified via your CSM or a support case, so you may not have even realized they existed!  I always begin by making sure Capture is not in Preview Mode and is writing back to the CRM. However, toggling this off and putting it in Preview Mode can be helpful when making settings changes to ensure that a tweak doesn’t have unintended effects that get written back to Salesforce! This can also be helpful when considering some of the other recommendations to come. Next, for contacts, I always want to look for contacts that could not be written back due to account matching issues. To do that, use the filters to find contacts with “No Match Fou

Please. I need to know if is possible configure regular forecasting period to start in a different day instead of monday. regards

At the start of the year, when you’re back in the hot seat, you need to get a handle on the deals that are in for the quarter to get a fast start.  I recorded a quick video to walk you through how to inspect your deals for this quarter, what has happened recently and where do you need to spend your time to progress your deals. 

Please, how we managed the CRM sync?