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Get Quotas from Salesforce?

R
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Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

Best answer by Kenna

Hi, Ryland! Today, quotas need to be uploaded to Clari via .csv file or entered into the Forecast module directly (if permitted). However, you can submit an idea with your feedback about this for our Product team to review!

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2 replies

Kenna
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  • KennaCommunity Manager
  • Community Manager
  • 973 replies
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  • March 11, 2024

Hi, Ryland! Today, quotas need to be uploaded to Clari via .csv file or entered into the Forecast module directly (if permitted). However, you can submit an idea with your feedback about this for our Product team to review!

Kenna Valdez, Manager, Customer Community, Clari
M
New Member
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There might be third-party data integration tools that can connect Salesforce and Clari. These tools can automate the process of moving quota data between the two platforms, saving you time and effort. It's advisable to research and ensure compatibility with your specific Salesforce and Clari versions before going this route.

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