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985 Topics
929 Replies
3,328 Members

Welcome to the Clari Circle

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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

Renee CrosbyNew Member

Introductions

Hello from CS Ops

Renee Crosby - Director of Customer Success Operations at SOCiMy pup Avett Scott Doodlebutt and I reside in Austin, TX which means some of my fave non work activities involve tacos, live music and taking Avett to the lake.I’m eager to learn more about leveraging insights from Copilot.

2

10 hours ago

M

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

I normally create dummy users with the purpose of having them sit in the Forecast hierarchy. Usually adding them to the right Teams and assigning them the appropriate hierarchy is all I need for it to populate correctly in SFDC, but for some reason these Dummy users are not showing up in my Clari forecasts. Anyone know what I might be missing here?

0

M

1 day ago

christinejleeClari

Community Announcements

Turn every conversation into actionable insights with Clari Copilot and Orum

Sales teams rely on valuable call data to drive smarter decisions. Now, with Clari Copilot’s integration with Orum, you can turn every conversation into actionable insights—automatically. By synchronizing Orum calls directly into Copilot, this new integration helps you capture, analyze, and store call data seamlessly, empowering your team to gain critical insights that help them improve forecasting, assess deal health, and enhance performance tracking. How Copilot and Orum Together Benefits YouCentralize All Customer Interactions in One PlatformWith Orum calls seamlessly synced into Clari Copilot, every customer interaction is now centralized in one place. Having a complete view of all communications allows your team to gain deeper insights and make more informed decisions at every stage of the sales process. AI-Powered Call Capture and AnalysisLet Copilot’s AI handle the manual work of capturing and analyzing every Orum call. Reps and managers no longer need to worry about manual d

380

1 day ago

M

Michael BaschNew Member

General Q&A

Share "stars"

I star opportunities in a list view. Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

1

2 days ago

N

ncunninghamNew Member

Introductions

Revenue Operations Manager

Nick Cunningham, Revenue Operations Manager, ARAS Corp. Proud owner of an amazing pup, Maple Bacon. I love hiking! Clari has enabled me to delve deeper into pipeline velocity and health.

1

2 days ago

E

Emily PickClari

Community Announcements

Important Updates for Groove Users: Groove in Clari + Logo Refresh

We're sharing some important upcoming changes to Groove that will make your experience even more seamless and powerful. These updates are part of our ongoing effort to unify the Groove and Clari platforms, providing you with a single, streamlined experience for all your revenue-driving activities. Groove + Clari Integration (October 15th) Starting October 15th, joint customers of Groove and Clari will be able to access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities. Note: You may need to log out to realize these changes. Groove Rebrand (November 6th) To further enhance this unified experience, Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. What Else You Need to Know No Change to Functionality: All the Groove features and functionality you love will remain exactly the same Easy Access via SSO: You'll be able to access

Claire WrightNew Member

Introductions

Hey from the UK!!

Hi everyone, I’m Claire … I work at Sphera Solutions as a Sales Enablement Trainer I have 2 dogs, Leo & Ruby. Leo is an 8 year old Lhasa Apso & Ruby is a 2 year old (her birthday is on Thursday!) Shih Tzu I’m very boring and dont really have any exciting hobbies other than spending time with my little family and making memories Clari has recently been introduced to Sphera and as a trainer, it has been a great help to have a weekly cadence. Although I have been unable to attend all sessions, my team have been in attendance along with the leaders of reps that are using Clari x Groove.

1

7 days ago

KennaCommunity Manager

Community Announcements

Welcome to our new members as of September (and September Prize Winners)

Over 100 of you joined our community last month! Welcome! We’re so glad to have you, @MarcoC @Amritha S @Jw9639 @Craig Twaddle @Rajesh Narayanaswamy @Gwyn Benton @Katherine Brown @dhopeman @MadiGibson @Jonathan Boston @roeia @Geoff Blair @Daniel Beck @amills @Daniel Hakmon @Sravya Pulijala @Jeremy Zablotsky @annakatdode @Thomas Lynam @Taylor Stoddard @Benjamin LeBlanc @Brendan McGrail @Rebecca Hill @Bryan Tatro @Claire Wright @Judith ZINNER @Bryan Naas @Christopher Williams @George Sacco @JCorrales @Aidan Murphy @Sam Aubin @Robert Russell @Katrin RABE @Adam Landry @Megan O'Connor @Albert Lai @Christopher Hughes @Jake Wright @Harumi @teneas @Deekshith V K @Jeff Willis @Chris Kreiss @Saul Cabanas @Sspopp503 @Juan Miguel Mendoza @Gabie Caballero @kcrandolph @Brian Cipollone @Carmen Wong @Hussnain ali @Min Zhao @Manuel.Passanha @Brandon Rawnsley @Yash Agrawal @Andrea0673 @Angusday1 @Elizabeth Chase @Rob Jennings @Brian Cox @marieta @Annie Maass @Lindsay Schoenfeld @Scott Wright @Arthur Ley

280

10 days ago

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

14 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

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

I normally create dummy users with the purpose of having them sit in the Forecast hierarchy. Usually adding them to the right Teams and assigning them the appropriate hierarchy is all I need for it to populate correctly in SFDC, but for some reason these Dummy users are not showing up in my Clari forecasts. Anyone know what I might be missing here?

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

10 months ago

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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.

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