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Best Practices, Use Cases, & Brainstorming

297 Topics
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New Contributor
Massimo PappalardoNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
Export is not working

Hi all, when I click on the “Export” option nothing happens and no message is given. How can I get my report data in excel format?

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M
New Contributor
Charlotte_Zoda
New Contributor
Charlotte_ZodaNew Contributor
asked in General Q&A
Scheduler Organization in Groove

Hello! I’m fairly new to Groove and I’m trying to organize my meeting links in the Scheduler. I’d like for the different types of meetings to flow in a certain order but can’t figure out how to do so. It doesn’t seem to follow an alphabetic or numeric order. Example: Ideally I’d like the meeting in 1-4 order 

101
Kenna
Community Manager
S
New Contributor
ShaharPNew Contributor
asked in General Q&A
Using Clari API

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

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Kenna
Community Manager
A
New Contributor
Apurva YadavNew Contributor
asked in General Q&A
Clari Admin Certification

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

1007
alliehall
Clari
S
New Contributor
SfentonNew Contributor
asked in General Q&A
Clari University

Hi I have just started using Clari as a sales ops manager with admin access, I was to use Clari University to gain understanding on how to use the product, forecasting, analytics etc but in the University page I can only see the “prospecting academy” is this all that is available?

401
Kenna
Community Manager
T
New Member
Tara Dal BelloNew Member
asked in General Q&A
Clari Admin Certification Access

Hello team,I am not able to access the Admin Certification in Clari University.Can you please provide access?Thanks,Tara 

301
Kenna
Community Manager
Christian Fitzgerald
Clari
Christian FitzgeraldClari
posted in Best Practices, Learnings, Wins, & Tips
When was the last time you checked your Capture settings?

If your organization has been using Capture for a while, checking the settings and looking at the logs periodically is a good idea. This will help you get the most out of your integration. The Capture settings panel has recently had some helpful additions that make tweaking and tuning your settings much more accessible. Some settings were previously only modified via your CSM or a support case, so you may not have even realized they existed!  I always begin by making sure Capture is not in Preview Mode and is writing back to the CRM. However, toggling this off and putting it in Preview Mode can be helpful when making settings changes to ensure that a tweak doesn’t have unintended effects that get written back to Salesforce! This can also be helpful when considering some of the other recommendations to come. Next, for contacts, I always want to look for contacts that could not be written back due to account matching issues. To do that, use the filters to find contacts with “No Match Fou

2843
Parin Lad
Clari
M
New Contributor
Murilo MartinsNew Contributor
asked in General Q&A
regular forecasting period

Please. I need to know if is possible configure regular forecasting period to start in a different day instead of monday. regards

241
elijah
Clari
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips
Deal Inspection How To

At the start of the year, when you’re back in the hot seat, you need to get a handle on the deals that are in for the quarter to get a fast start.  I recorded a quick video to walk you through how to inspect your deals for this quarter, what has happened recently and where do you need to spend your time to progress your deals. 

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R
Clari
D
New Member
David ThorntonNew Member
asked in General Q&A
I am looking for some insight on the questions I have gotten wrong on the Admin Certification test to better understand what info I need to focus on.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.  

481
alliehall
Clari
A
New Contributor
ab123New Contributor
asked in Best Practices, Learnings, Wins, & Tips
Average/Combined CRM Score

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.

301
Kenna
Community Manager
Rohit Agarwal
Clari
Rohit AgarwalClari
posted in Best Practices, Learnings, Wins, & Tips
Deep dive into the Copilot Mobile App

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

9575
Vinay Srinivas
Clari
Timm Ideker
New Contributor
Timm IdekerNew Contributor
asked in General Q&A
Sales Attainment - Consolidated View

I want a view that shows:$ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal yearWe have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this:  Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45%   $460K 33% AE #2 $0 0% $100K 27% $455 102%   $555K 46% AE #3 $50K 6% $550K 145%     $600K 55%  I can’t be the only sales manager using Clari asking for this so forgive me if this already exists. 

673
Kenna
Community Manager
A
New Contributor
Apurva YadavNew Contributor
posted in General Q&A
Access to Clari Platform for Customers in Clari University

Hello Team,I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

303
lyuda.rogers
Clari
N
New Contributor
Nisrin SameerkhanNew Contributor
asked in General Q&A
Bulk user update feature in Copilot

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

933
Kenna
Community Manager
A
New Contributor
AnnaNNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
How to insert a scheduler link in a master flow?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove? 

291
Kenna
Community Manager
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips
The leaves are falling, doesn’t mean your forecast should…

You’re probably in full menu-planning and shopping mode by now, but hold on! We need to make sure our forecasts are solid as we close out the year.  In this short video I recorded, I’ll walk you through how to inspect your commit and upside deal buckets from the Forecast Module. We want to make sure we’re across every change at this critical time of the year.  

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R
Clari
lyuda.rogers
Clari
lyuda.rogersClari
posted in Best Practices, Learnings, Wins, & Tips
Pipeline Generation in Clari Forecasting

Do you have your New Business and/or Renewals Business setup in Clari already but wondering what are some other forecasting use cases to bring more visibility in one spot? Clari can also be utilized for pipeline generation tracking. This is powerful for both read-only visibility but it also allows you to set targets by team or even individual reps to keep them on track to meet their pipeline goals.  There are so many ways to utilize this functionality but here are some key best practices to add to your Pipeline Generation Tab that we’ve seen our customers add to their own instances: Pipeline Generation Target: A Pipeline Generation Target is useful to have in regards to seeing if we are on pace to building our pipeline in order to ensure a successful current Quarter: ASPUsing the “Power of One” field in SFDC as a rollup, we can make a quick division of (Generated Pipeline / Generated Deal Count) to see the Average Sales Price. Quick tip: To ensure quality calculations, we can use filte

4243
Rohit Agarwal
Clari
S
New Member
SF AdminNew Member
asked in General Q&A
Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

391
Kenna
Community Manager
S
New Member
stacy.meadowsNew Member
asked in General Q&A
Increase Waterfall Widget Cap on Dashboards

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard.  It would be helpful if there were at least 4 widgets possible.  Trying to create a 4 quarter view of pipeline progression evolution for CRO.

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J
Engaged Member
J
New Member
Jimmy MarinoNew Member
asked in Best Practices, Learnings, Wins, & Tips
Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

2496
Kenna
Community Manager
M
New Member
Michael BaschNew Member
asked in General Q&A
Share "stars"

I star opportunities in a list view.  Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

401
Kenna
Community Manager
K
Engaged Member
kyle.ratliffEngaged Member
posted in General Q&A
Server 500 Error when creating extract on Forecast API

Here is the issue I am dealing with.I am using a tool called SnapLogic to create an extract on the Forecast API. I have been able to use Postman to create these details and then fetch the data from said extract once it is completed. I am also able to fetch these details from SnapLogic using a REST GET snap.However, instead of completing the extract when started from SnapLogic, I receive the following error messages (I have truncated most of the details out of this message):"error":"REST API service endpoint returned error result: status code = 500, reason phrase = Internal Server Error""error_entity":"{"code":"SWW","namespace":"clari-common","errorId":"1e280d001cde5a56b3ff7a8227635b9f","message":"Something went wrong","userId":"117494","orgId":"1338"}"I wasn’t able to find any posts related to this error ID in Clari. Is there someone from support that could give some more clarity on this issue?Here is the basic structure of the REST POST:https://api.clari.com/v4/export/forecast/{foreca

292
Kenna
Community Manager
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
Guide to Salesforce Role Hierarchy

What is the Role Hierarchy? The Salesforce Role Hierarchy allows you to define and manage data visibility and access for users within your organization. Based on their role, you can control who can view or edit certain records, such as accounts, leads, opportunities, and other objects. What are the Benefits of Setting Up the Role Hierarchy? Access Control: A role hierarchy allows your company to control access to data and functionality within Salesforce. You can grant each role specific permissions, which cascade down to the users in the roles beneath it. You can ensure that individuals can only access authorized data and perform authorized actions. Reporting: The role hierarchy also allows you to report based on roles. You can see how many opportunities, leads, or cases each role in the hierarchy is working. This information can help management make informed decisions about resource allocation and identify areas for improvement. Sales Management: Sales teams can use the role hierarchy

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E
New Member
A
New Contributor
Alex LoweNew Contributor
posted in General Q&A
Allow Different Forecasting Schedules

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. It would be useful to be able to have Clari reflect the different due dates for forecasts. For example:Rep Profile - Due FridayManager - Due MondayVP - Due TuesdayCRO - Due Wednesday

221
Kenna
Community Manager

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