Product Q&A

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.

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

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

Please, how we managed the CRM sync?

The due date or Submission Date in Forecasting is a global setting in Clari, meaning it is set once at the organizational level. There are a few options:Reset weekly at the beginning of the new forecasting week Reset bi-weekly Reset on a rolling, set number of hours Reset on a specific day of the weekOur best practice recommendation for most organizations is to use option #4, and select the same day as your organization’s global forecast call. So, for example, if your CRO has a forecast call with their reports on Friday, then select Friday as the reset day. It’s important to note setting only impacts the Forecast Module. It will not automatically later the week-by-week dates in the Pulse Module, for example.  

Why does the Group Filters left panel open every time I change bookmarks or refresh the page?  Its redundant since I have the Group filter bar above opportunities and I’ve already selected that I wish it to be closed.

Hi Clari Team,I have talked this through with Josh and Mussa from Clari during our call this week. We are a new Clari CoPilot customer and we also use MS Teams (we do not have Slack).It would be incredibly helpful to have direct notifications to CoPilot users in MS Teams once their call summary / next steps is ready in CoPilot. Currently, they would have to go into the tool to check in the call, as there is always a time lag between the Call and the actual transcription, summary and next steps.If we could notify them with a direct link (I have seen you have this available for Slack), then it would really boost productivity but more importantly user adoption. Please speak to Said Mussa for more details, as he was part of our call.Best,Alex

Love this new feature that shows the actual change between the selected date range in each of the Waterfall buckets.  Currently Clari is only using CLOSE DATE.  Just hoping this may be customizable in the near future as our business uses our custom field of BOOKING DATE (a combination of Start & Close).  We also utilize FORECASTED CHURN DATE on the churn side.  So CLOSE DATE is not ideal and I thought we were told that Waterfall / Clari analytics uses our BOOKING DATE not CLOSE DATE (what our Clari rep told us) How did my pipeline closing “this quarter” change 10/01/24-10/22/24”.  We had asked since we use BOOKING DATE, that we cannot use CLARI if it not pulling deals and the analytics for these deals by our BOOKING DATE.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.  

Is there a section I can look at that focuses on Salesforce package updates/releases, to make sure we are on the latest version?