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March 5, 2023

Problem with duplicate users

  • March 5, 2023
  • 0 replies
  • 94 views

 

i made 2 users in clari for the same person. He works with east and west.

Shea Stine East & Shea Stine West.
He would like his default SFDC and Clari log-in to be for Shea Stine West.

How can I make it happen?

This topic has been closed for replies.
Kenna
Community Manager
Community Manager
March 8, 2023

Hi, Omer! Our best next steps depend on your use case for giving Shea two users (i.e. if Shae is a player-coach, or manages two territories). I would suggest connecting with your Clari admin at your organization. They can connect with your Clari CSM, who will probably have a few clarifying question. Most likely, a combination of some updates to Salesforce CRM and Clari will allow you to default to Shae’s ‘west’ user when they login to Clari.

Kenna Valdez, Manager, Customer Community, Clari