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Ryland King
New Contributor
March 11, 2024
Solved

Get Quotas from Salesforce?

  • March 11, 2024
  • 0 replies
  • 336 views

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

      This topic has been closed for replies.
      Best answer by Kenna

      Hi, Ryland! Today, quotas need to be uploaded to Clari via .csv file or entered into the Forecast module directly (if permitted). However, you can submit an idea with your feedback about this for our Product team to review!

      Kenna
      Community Manager
      KennaAnswer
      Community Manager
      March 11, 2024

      Hi, Ryland! Today, quotas need to be uploaded to Clari via .csv file or entered into the Forecast module directly (if permitted). However, you can submit an idea with your feedback about this for our Product team to review!

      Kenna Valdez, Manager, Customer Community, Clari
      massimodutte
      New Member
      April 9, 2024

      There might be third-party data integration tools that can connect Salesforce and Clari. These tools can automate the process of moving quota data between the two platforms, saving you time and effort. It's advisable to research and ensure compatibility with your specific Salesforce and Clari versions before going this route.

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