Product Q&A

I need to show opportunities closing in the last 2 weeks of the quarter. Has anyone found a way to create a custom filter like that, other than hardcoding dates?

Previously Im getting tenant_id, integration_id and secret from auth/token endpoint now those details not provided in the API. without the tenant details how to identify the was from whom after I store in DB for provide access ?

Groove to Salesloft Migration GuideThis article outlines everything you need to know about migrating from Groove to Salesloft, what to expect during the transition, and how to get started.Groove Migration FAQ Why Migrate from Groove to Salesloft? Overview of Migration Tool & Project Product Differences - Terminology, Architecture, and Features Groove Migration FAQHow do I start the migration process? Reach out to your Clari/Salesloft Account Manager or Customer Success Manager to express your interest. They will open a dedicated migration request and schedule a discovery call to discuss your timeline, requirements, and next steps.Is there a cost to migrate? No. This migration service is available to current Clari Groove customers for $0.How long is the typical migration process and project? We have various onboarding packages suited to customers of all sizes, ranging from 6 weeks to 16 weeks, or longer for larger, more complex teams. Please work with your Account Manager for scopin

Have you ever looked at the deal prioritization widget () and wondered what these two scores mean?🤔 What’s the difference between them? How are these two calculated, and more importantly, which to refer to when and for what? If yes, then this post is for you- read on to learn more 👇 The CRM Score is a single number that represents how likely a deal is to close based on that particular deal’s behavior relative to similar deals. For example, a score of 89 means that the deal has an 89% chance of closing as won (A deal that has already been won would have a score of 100, and a deal that’s been lost would have a score of 0)So, you could think of CRM Score as a data point for you to pressure test your reps’ forecast during deal inspections or 1:1s. The CRM scores are color-coded like this: 0-59 = red 60-79 = yellow80-100 = greenIn calculating the CRM Score, Clari analyzes many factors about a deal and compares it to historical patterns in your data. Clari uses machine learning to determin

Hi - I’m curious about other’s call volume with Clari Copilot. We use Teams and record about 2700 calls per month. 

How do I start the migration process? Reach out to your Clari/Salesloft Account Manager or Customer Success Manager to express your interest. They will open a dedicated migration request and schedule a discovery call to discuss your timeline, requirements, and next steps.Is there a cost to migrate? No. This migration service is available to current Clari Groove customers for $0.How long is the typical migration process and project? We have various onboarding packages suited to customers of all sizes, ranging from 6 weeks to 16 weeks, or longer for larger, more complex teams. Please work with your Account Manager for scoping. While timelines may vary, all projects follow our standard three-phased methodology:Plan (~2 Weeks): Kickoff, workflow discovery, and pre-configuration. Configure & Migrate (~3 Weeks): Instance setup, content migration, and phone porting. Deploy (~3 or more Weeks): Training, analytics review, and Go-Live support.Is there downtime for users? The migration is des

Why was Copilot MCP Server removed from the July release notes? Can someone from Clari share an update on when we can get more information and when this will be released? 

Hello,I need help creating Deep Links with Clari. I would like to share a link to the Clari “Deal Opportunity line with the Expanded view “Insights” focus selected.Is this possibile?Thanks!

I would like to have a Dashboard sent to me on a regularly scheduled cadence.  Is that possible?  If that is not possible, is it possible to do so for reports?  This would be similar to dashboards in SFDC where both can be sent regularly

We want a single view in Clari/Copilot to see all future scheduled meetings for a selected team. In our tenant, Copilot → Team Calls does not show meetings after today even with a future custom date range. Is there a native module/view for upcoming team meetings, or is Copilot Team Calls limited to captured/processed conversations?

Hi Clari Support Team,I am reaching out because I have recurring meetings scheduled with clients via Outlook, but they are not showing up as upcoming meetings under my account activity in Clari. Several of my accounts are displaying no upcoming meetings, which is incorrect.These are recurring meetings set up directly in Outlook, and I would expect them to reflect as upcoming activity within Clari Groove/Copilot so my account engagement is accurate.Could you help me troubleshoot why these meetings are not syncing or appearing correctly? Please let me know if you need any additional details from me, such as specific account names or meeting examples.Thank you!Jamie Anderson

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari.  Thanks,JanicaSilverfort

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this data would reflect Q1+Q2+Q3, so that the YTD Quota and Results would change based upon the current quarter that we’re in.

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to do this directly in Groove. I would need to reply via Outlook or Salesforce.  For context, Salesforce is our CRM and we work in Outlook. We previously used Hubspot, and it was capable of replying to a thread as a one-off, it did not need to be enrolled in a flow.  Thank you!

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

The opportunity grid uses red and green to highlight changes.We have a rep with a color blindness- for him the green and red becomes Gred… and its hard for him to differentiate the two.Any plans on enabling to chose different colors?What do you recommend? Im surprised I didnt find anything about this topic in the community.. Thank you!Adi 

Terminology Architecture  Product Feature Differences  Google Extension & Microsoft Add-in Experience Workflow: AI & Content (Cadences & Templates) Activity Logging Dialer & Recordings Automation In-App & Salesforce Reporting TerminologyAs you move into Salesloft, some of the terminology will change. Here is a quick translation guide:Groove Flow → Salesloft Cadence Groove Teams → Salesloft Groups Groove Permissions → Salesloft Roles Groove Templates → Salesloft Snippets / Templates Groove Automated Actions → Salesloft Automation Rules Groove Flow Automated Actions → Salesloft Cadence Settings / Automation Rules / Plays Groove Auto Import → Salesloft Automation Rules / Scheduled ImportsArchitecture While Groove operates natively within Salesforce, Salesloft utilizes an API-first, Unified Data Model. This architectural shift provides a "single-pane-of-glass" experience by syncing bi-directionally with your CRM (Salesforce, Dynamics, or HubSpot). This model ensure

Consolidating on Salesloft moves your team away from fragmented tools and gives you an integrated, scalable, and AI-ready foundation for the future. By moving to Salesloft, you benefit from:Advanced Architecture & Connectivity: Salesloft is an API-first platform built for seamless integrations, unified workflows, and better data visibility across your revenue tools. Robust Partner & AI Ecosystem: Access to a vast partner network and ability to leverage these integrated partners along with third-party data helps us power AI insights and autonomous agents, allowing your team to work smarter. Market Leadership: You are moving to a stable, best-in-class platform recognized as a Forrester Wave Leader and G2 Enterprise Category Leader.

Moving from Groove to Salesloft is designed to be streamlined. We combine the speed of our Migrator App with the strategic guidance of a dedicated Onboarding Consultant to ensure your transition is minimal work for your team.1. What the Migrator App Handles & Your Migration OptionsOur Migration Tool does the heavy lifting by automatically transferring your core Groove content, user structures, and permissions directly into your Salesloft instance. Templates & Flows Migration Options The migration tool supports two distinct options for transferring your Groove Templates and Flows: Time-Bounded Migration: Transfers all active content based on a defined activity window (e.g., used within the last X months). While the default is set to one year, you will work with your Onboarding Consultant to define your specific timeframe. Targeted Migration: Transfers only the specific assets that you manually label with Salesloft Migration within Groove.  What is included in the Templates &am

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and therefore only those with access to all calls in the system (which is basically just me) can find them.Does anyone have any recommendations for how we can prepare for (or respond to) providing access to all calls of a deleted user to their manager? Right now, we encourage managers to tag themselves or teammates in the calls before the user is deleted. But that's not always possible before they're taken out of the system.

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the record in copilot using custom fields.

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot, rather than based on "Current" opportunity data.Requirements: Dynamic Snapshot Filtering (R4Q): I need to apply a Rolling 4 Quarters filter to each individual snapshot. Logic: When looking at a snapshot from 6 months ago, the graph should only display opportunities that had a Close Date within the R4Q window relative to that specific date. Point-in-Time Grouping (Custom Buckets): I need to group "Sales Stages" into 2 or 3 specific custom categories (e.g., Qualified vs. Unqualified). This grouping must reflect the stage the opportunity was in at the time of the snapshot. Visualization: A Stacked Bar or Area Chart showing the pipeline trend month-over-month or quarter-over-quarter.  Is this currently achievable? If s

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sync. Please add a way to manually do this, or I will advocate for a new forecasting tool to be used.