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?
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!
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.
Reply
Sign up
Please create your account below.
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Welcome to the community
Create your account
Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.
Create an accountClari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.