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Problem with duplicate users

  • March 5, 2023
  • 1 reply
  • 37 views

 

i made 2 users in clari for the same person. He works with east and west.

Shea Stine East & Shea Stine West.
He would like his default SFDC and Clari log-in to be for Shea Stine West.

How can I make it happen?

1 reply

Kenna
Community Manager
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  • Community Manager
  • March 8, 2023

Hi, Omer! Our best next steps depend on your use case for giving Shea two users (i.e. if Shae is a player-coach, or manages two territories). I would suggest connecting with your Clari admin at your organization. They can connect with your Clari CSM, who will probably have a few clarifying question. Most likely, a combination of some updates to Salesforce CRM and Clari will allow you to default to Shae’s ‘west’ user when they login to Clari.