Resources
Resources
Products
Events
Knowledge Base
University
University
Support

EN

976 Topics
919 Replies
3,285 Members

Welcome to the Clari Circle

New Sales Users

New Community Members

New Clari Admins

Copilot Hub

Win every revenue moment with Clari Copilot.

Align Hub

Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

Recent Posts
Unanswered Questions

K

kyle.ratliffEngaged Member

General Q&A

Server 500 Error when creating extract on Forecast API

Here is the issue I am dealing with.I am using a tool called SnapLogic to create an extract on the Forecast API. I have been able to use Postman to create these details and then fetch the data from said extract once it is completed. I am also able to fetch these details from SnapLogic using a REST GET snap.However, instead of completing the extract when started from SnapLogic, I receive the following error messages (I have truncated most of the details out of this message):"error":"REST API service endpoint returned error result: status code = 500, reason phrase = Internal Server Error""error_entity":"{"code":"SWW","namespace":"clari-common","errorId":"1e280d001cde5a56b3ff7a8227635b9f","message":"Something went wrong","userId":"117494","orgId":"1338"}"I wasn’t able to find any posts related to this error ID in Clari. Is there someone from support that could give some more clarity on this issue?Here is the basic structure of the REST POST:https://api.clari.com/v4/export/forecast/{foreca

2

3 days ago

KennaCommunity Manager

Best Practices, Learnings, Wins, & Tips

Guide to Salesforce Role Hierarchy

What is the Role Hierarchy? The Salesforce Role Hierarchy allows you to define and manage data visibility and access for users within your organization. Based on their role, you can control who can view or edit certain records, such as accounts, leads, opportunities, and other objects. What are the Benefits of Setting Up the Role Hierarchy? Access Control: A role hierarchy allows your company to control access to data and functionality within Salesforce. You can grant each role specific permissions, which cascade down to the users in the roles beneath it. You can ensure that individuals can only access authorized data and perform authorized actions. Reporting: The role hierarchy also allows you to report based on roles. You can see how many opportunities, leads, or cases each role in the hierarchy is working. This information can help management make informed decisions about resource allocation and identify areas for improvement. Sales Management: Sales teams can use the role hierarchy

Alex LoweNew Contributor

General Q&A

Allow Different Forecasting Schedules

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. It would be useful to be able to have Clari reflect the different due dates for forecasts. For example:Rep Profile - Due FridayManager - Due MondayVP - Due TuesdayCRO - Due Wednesday

1

9 days ago

J

Jimmy MarinoNew Member

Best Practices, Learnings, Wins, & Tips

Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up. Can anybody help?

3

11 days ago

Rohit AgarwalClari

Best Practices, Learnings, Wins, & Tips

Deep dive into the Copilot Mobile App

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

3

12 days ago

Gabie CaballeroNew Member

Introductions

Hello

Gabie Caballero, Lead Salesforce Enablement Program Manager, UKG None unless you count the sugar ants that keep appearing in my kitchen! Swimming We are new to Clari so I don’t really have an answer for this yet.

1

24 days ago

Michelle VuClari

Best Practices, Learnings, Wins, & Tips

Net Retention & Churn Forecasting in Clari

Hi Everyone!My name is Michelle and I manage one of our Solution Consulting Teams in the Professional Services Department. If you’re looking to learn some best practices as it relates to Net Retention & Churn, please review this in-depth video & deck (attached below) as you’re thinking about bringing that process into Clari! We go over the following: Why is forecasting/tracking renewals is important? Net Retention SFDC & Forecasting Set up Best practices for Calculations Churn SFDC & Forecasting Set up Key Considerations & Next StepsIn regards to requirements gathering, here are the Key Questions we will ask you:Who owns and is responsible for forecasting renewals, churns, and upsells? Attribution to the correct teams: If sales/AM team owns upsells and not CS, how can we attribute upsells to CS team members to get to NRR and GRR? Understanding opportunity set up: If expansions/upsells are in renewals, are they attached to the renewal opportunity or created as sepa

26

24 days ago

KennaCommunity Manager

Introductions

Introduce yourself!

Hey everyone! Welcome! We are so thrilled to have you here and would love to learn more about you. Please take a minute to share the following details about you in Introductions: Your Name, Title, Company If you have any pets Favorite activity that you like to do outside of your day-to-day role What Clari has helped you accomplish AND/OR what you wish you knew more of with Clari How do I share my intro?Copy the above information to start In the top right corner, press + Ask a Question Choose Conversation and share your intro in the Introductions category Once you’ve shared, go explore and share some insights or ask questions. Looking forward to seeing you in the community!

30711

26 days ago

Peggy Sue MarlinNew Contributor

General Q&A

Feedback directly from Clari U courses

I’m just getting started with Clari University. As I work through the online courses, it would be nice to have a quick way to provide feedback about a specific lesson. For example, there’s an abbreviation I didn’t recognize in one lesson, or the audio doesn’t play in one of the Try It videos. I guess I could come to the community and post an Idea like this, but it would be easier if there were a quick feedback button right inside the course itself.

9

26 days ago

J

Jw9639New Contributor

General Q&A

How to batch download all User Quotas for the year

Hi there,This is a follow up from How to download all User Quotas for the year. Ive made a separate post as its been some time since the above was active I wanted to check to see if its possible to batch call more than 1 quarter for the API call below in the response body at once:/export/forecast/{forecastId} { "timePeriod": "2020_Q3", "typesToExport": [ "forecast", "forecast_updated" ], "scopeId": "1905::MGR", "currency": "USD", "schedule": "NONE", "includeHistorical": false, "exportFormat": "CSV"}Where timePeriod would take an array like "timePeriod": ["2024_Q1", "2024_Q2", "2024_Q3", "2024_Q4"]This is due to our current setup hitting the ‘export_monthly_quota_reached’.Thanks for your help.

1

1 month ago

B

Barbara ThomasNew Member

General Q&A

Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

1

9 months ago

Community Leaderboard

Show full leaderboard

Upcoming Events

Badge winners

Josh Fellerhas earned the badge Onboarding III
Josh Fellerhas earned the badge Onboarding II
Daisy Taihas earned the badge Onboarding III
Daisy Taihas earned the badge Onboarding II
Tomoo Takahashihas earned the badge Onboarding III

Show all badges

Powered by Gainsight

Terms & Conditions Cookie settings

Sign up

Please create your account below.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Log in

or

Username *

EMAIL ADDRESS - Please use your corporate email to sign in. *

JOB TITLE:

COMPANY:

PASSWORD: *

I accept the terms & conditions

loginBox.register.email_repeat

Welcome to the community

Create your account

Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.

Create an account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Log in

or

USERNAME or EMAIL:

PASSWORD:

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Welcome to the Clari Circle

Community Leaderboard

Upcoming Events

Badge winners

Sign up

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Welcome to the community

Create your account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Scanning file for viruses.

This file cannot be downloaded

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.