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How to create sandbox environment in Clari?

  • 10 January 2023
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How to create sandbox environment in Clari?

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Best answer by MikeAdams 10 January 2023, 18:26

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Hi Astik, 

Thank you for your question!  You can have a conversation with your Customer Success Manager to understand if a Sandbox environment is right for you.  Typically, we don’t see our customers using sandbox instances due to the attached upkeep and setup required.

As a Clari admin, you have the ability to create and views and dashboards and then share those out with your team to confirm that they are getting the right level of visibility.  This way, you can adjust and add views and dashboards without affecting your standard revenue cadence.

 

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