Clari Inspect: Can you add reminders when updating certain Opportunity Fields?

Hi, ​@kreitenbach! It sounds like that is describing Clari’s capability to reduce manual tasks by automatically capturing and logging activities like emails and meetings, or even contacts, so reps can focus on selling.

While Clari doesn’t have pop-up reminders or task lists, it can help enforce your validation rules from Salesforce. Validation rules can be a great way to ensure data quality or validate that reps are completing the necessary steps (e.g. updating specific fields when they update the opportunity to a certain stage).

Basically, if you run into a validation rule while updating your deals in Clari, then the Update Helper will guide you through the requirements to make the experience as smooth as possible. Here’s what to expect:
 

1. If a user tries updating a field (i.e. Stage) and hits a validation rule, the Update Helper will appear as a pop-up window.
2. The Update Helper will display the additional field(s) that the user needs to update before their initial change can be saved in Salesforce.
3. Once they’ve made the changes to the required fields, the user can click the Update button next to the field to save their changes.
4. Finally, click Save to save the changes they originally wanted to make once they’ve satisfied the requirements.

If there are multiple fields that users need to update when they update the Stage, then Update Helper will guide them through all of them provided that’s configured in Clari. fIf you make any changes to your validation rules in Salesforce, then and admin should reach out to our Support team to ensure the Update Helper guides users through the appropriate fields in Clari.

Thank you for your reply - this definitely sounds like it could work for this use case. I’ll look into it. Thanks again