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Salesloft + Clari Merger: Customer Frequently Asked Questions

3 months ago

1,252 Topics
1,210 Replies
5,041 Members

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Unanswered Questions

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Dan AilincaiNew Contributor

Questions to Ask Clari

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

142

D

9 hours ago

ryan.costelloRegular Contributor

Product Q&A

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

50

1 day ago

P

phoebe_hookNew Contributor

Clari & Salesloft Integration

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Rickey ReedNew Member

Product Q&A

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

mimiandersonNew Contributor

March 2026 New Feature Release

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2 days ago

maxwelllord27New Contributor

Clari & Salesloft Integration

Integrating Clari with Salesforce Sales Cloud

After working on an integration between Clari and Salesforce Sales Cloud, I noticed most issues weren’t technical limitations, they were data alignment problems.Opportunity Stage mapping to Forecast Categories was the first challenge. Even slight inc

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8 days ago

ryan.costelloRegular Contributor

Product Q&A

Bulk Transcript Download?

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at

263

M

9 days ago

maxwelllord27New Contributor

Clari & Salesloft Integration

Lessons Learned Implementing Clari with Salesforce Sales Cloud

We recently implemented Clari on top of a mature Salesforce Sales Cloud environment. Sharing a few practical observations that may help teams preparing for a similar rollout.1. Forecast Category Discipline Is CriticalBefore enabling Clari sync, we ha

180

10 days ago

Y

YoussefNew Member

Clari & Salesloft Integration

Get calls associated with an account or a deal

Hi there! We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup. Our setup:- Native Salesfor

221

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15 days ago

alexClari

AI, ChatGPT and RevAI

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20 days ago

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Dan AilincaiNew Contributor

Questions to Ask Clari

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

142

D

9 hours ago

ryan.costelloRegular Contributor

Product Q&A

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

50

1 day ago

P

phoebe_hookNew Contributor

Clari & Salesloft Integration

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Rickey ReedNew Member

Product Q&A

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

51

M

1 day ago

ryan.costelloRegular Contributor

Product Q&A

Bulk Transcript Download?

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at

263

M

9 days ago

maxwelllord27New Contributor

Clari & Salesloft Integration

Lessons Learned Implementing Clari with Salesforce Sales Cloud

We recently implemented Clari on top of a mature Salesforce Sales Cloud environment. Sharing a few practical observations that may help teams preparing for a similar rollout.1. Forecast Category Discipline Is CriticalBefore enabling Clari sync, we ha

180

10 days ago

Y

YoussefNew Member

Clari & Salesloft Integration

Get calls associated with an account or a deal

Hi there! We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup. Our setup:- Native Salesfor

221

M

15 days ago

Tara YauchRegular Contributor

Best Practices, Learnings, Wins, & Tips

Forecast Quota Uploads - FY Changeover

Hello My Dear Clari Community -I am a relatively new Clari Admin, this is my first year doing a FY Changeover with uploading quotas. Anyone out there in Clari land have some tips and tricks? Not finding much help in KB or anywhere on the web. Thanks!

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1 month ago

JanhaviClari

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1 month ago

Tara YauchRegular Contributor

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1 month ago