Many businesses make structural changes to their CRM toward the end of their Fiscal Year.
While it is a best practice to review and update your CRM to match your revenue process, there are a few updates that you should let the Clari Support Team know about as they will affect your Clari instance.
Salesforce Changes That Affect Clari:
-
Changes to your Role Hierarchy and/or Territory Hierarchy
-
Changes to your Stages
-
Changes to your Forecast Categories
-
Updating your History Tracked Fields in SFDC
-
Making Changes to any Previously Closed Opportunities
-
Updating your Validation Rules
-
Adding/Deleting/Renaming or Changing Significant Properties of Fields
-
Changing your primary Amount field(s)
-
Changing your Date fields
-
Consolidating/Building new Salesforce Instances
-
Changes to Dependent Fields
-
Changes to Field Visibility
-
Fiscal Year Changes
-
Enabling Multicurrency
-
Changes to Product Lines
-
Changes to your Deal Splits
-
Deleting deals from Salesforce
Before you make any of these changes, make sure to reach out to Support@clari.com so we can walk you through the best way to make those updates.
For more information on the impact of these changes, review our knowledge base article on Salesforce Changes that Impact Clari