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Dummy Users not populating in Clari

  • October 17, 2024
  • 1 reply
  • 28 views
M
New Member

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?

    1 reply

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • 981 replies
    • October 23, 2024

    Hi, @Milind Gandhi! It sounds like you are following all the steps to create a placeholder user in forecasting. Are these users not populating in Clari at all (e.g. they are not showing up in User Management), or are you just having trouble getting them to show up in the Forecast Module specifically? In the first instance, User Management should refresh automatically, but if it hasn’t then you can reach out to our support team to request a manual refresh. In the second, you may just need to opt the user into Forecasting (if you have not already). 

    Kenna Valdez, Manager, Customer Community, Clari

    Reply


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