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Salesloft + Clari Merger: Customer Frequently Asked Questions

3 months ago

1,250 Topics
1,205 Replies
5,031 Members

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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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Dan AilincaiNew Contributor

Questions to Ask Clari

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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,

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maxwelllord27New Contributor

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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

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3 days ago

maxwelllord27New Contributor

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4 days ago

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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

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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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23 days ago

JanhaviClari

AI, ChatGPT and RevAI

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The current export limit on the Clari API has been confirmed by our engineering team to be by design to prevent system unavailability due to large exports. However, there is no warning/error message to the job to inform that the API failed due to the

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23 days ago

ashubelClari

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1 month ago

ashubelClari

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1 month 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,

10

D

16 hours 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

123

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3 days ago

maxwelllord27New Contributor

Clari & Salesloft Integration

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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

90

4 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

161

M

9 days ago

Tara YauchRegular Contributor

Best Practices, Learnings, Wins, & Tips

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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!

574

23 days ago

JanhaviClari

AI, ChatGPT and RevAI

Clari API issue

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23 days ago

Tara YauchRegular Contributor

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