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Salesloft + Clari Merger: Customer Frequently Asked Questions

1 month ago

1,230 Topics
1,181 Replies
4,929 Members

Welcome to the Clari Circle

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Welcome to Clari Circle

We’re thrilled to welcome you to the Clari Circle. The Clari Circle consists of the community, knowledge base, university, and technical support resou

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ashubelClari

Clari & Salesloft Integration

Video: See what's coming

Want to see more what the integration will look like?Take a look here: About the Beta

itadminNew Member

Delete audio from Clari Copilot

How do we delete a conversation / audio file

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Vishakh VenkatClari

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Do Template Updates Apply to Active Flow Steps?

When you edit a Template from the Templates section, the update is applied immediately to any Flow step that uses that Template. This includes people who are already due on the step. Once the Flow refreshes, the Action will automatically display and

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1 day ago

Izzy AguilarNew Contributor

Questions to Ask Clari

Viewing One-Off Scheduled Emails

Hello All - Is there a way to see a list of my one off scheduled emails?

1583

2 days ago

ashubelClari

Clari & Salesloft Integration

Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! You’ll be the first to have access to Salesloft actions and email generation integrated directly into exist

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5 days ago

ashubelClari

Clari & Salesloft Integration

Sneak Peak: Copilot & Salesloft, smart summaries

Sneak Peak GIF → Salesloft & CopilotYou’ll be able to review a call in copilot, generate a call summary and it will automatically be ready to email to call participants in Salesloft without having to copy paste or navigate over to your email.

220

6 days ago

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Jena WilliamsNew Member

Introductions

Introduction

HI, I am Jena Williams with Percona. I work in the world of Revenue Operations. I am new to Clari and look forward to getting started.

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J

6 days ago

TamimAzizNew Contributor

Product Q&A

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

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6 days ago

elijahClari

Community Announcements

Welcome New Members 👋 (Plus November & December 2025 Winners)

To the 95+ of you who joined our community last month, WELCOME: @Aaron Nichol, @abreddy, @Aimee Herbert, @Alexandra Wieland, @alexkdavis06, @Aly Sabry, @Amanda Tillman, @Amy Alcazar, @Anand Rathi, @Andersont, @Andrew King, @Anna Noel, @A

511

12 days ago

Peggy Sue MarlinRegular Contributor

Product Q&A

How to restrict Stage options by Record Type?

We’ve run into an issue where Clari displays all Salesforce Stage picklist values when users update the Stage field, instead of only those that apply to the opportunity’s Record Type.For example, our General Sales opportunities have a different set o

itadminNew Member

Delete audio from Clari Copilot

How do we delete a conversation / audio file

171

B

23 hours ago

ashubelClari

Clari & Salesloft Integration

Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! You’ll be the first to have access to Salesloft actions and email generation integrated directly into exist

1727

5 days ago

TamimAzizNew Contributor

Product Q&A

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

Lionel HarrisonNew Member

Questions to Ask Clari

Conditional formatting

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the

431

1 month ago

J

Janica BillsNew Member

Product Q&A

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

581

1 month ago

Tara YauchRegular Contributor

Product Q&A

Copilot Insights with Groove Dialer Calls

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls m

411

1 month ago

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Amber MarNew Contributor

Product Q&A

Hiding modes from users

Hi everyone,Is there a way to remove an account mode from the drop down list?We want our users only seeing Account Mode with Opp Filters.

451

2 months ago

Tara YauchRegular Contributor

Best Practices, Learnings, Wins, & Tips

Tag Deletion for Gametapes

Hi - is there a way to delete tags from gametapes and manage them from an Admin lens?

921

3 months ago

GaryonthemoneyNew Member

Introductions

Hi there!

Hi Legends, Gary from Lightyear here, just started using Clari (badly) and eager to learn.I’m in Sydney, Australia… have two kids…beautiful wife... mortgage… back ache and a healthy pipeline.Outside of fumbling through my Clari forecasts I love to mo

821

3 months ago

Peggy Sue MarlinRegular Contributor

Best Practices, Learnings, Wins, & Tips

Slipped Deal Tracking Salesforce setup

We’d like to set up Slipped Deal Tracking in Salesforce, where we’d require a Slipped Deal Reason to be entered if the Close Date is pushed to a future quarter. Our team started thinking about designing this as a validation rule in Salesforce (as Cla

2384

3 months ago