Capture Activity Logging Console
Overview
The Capture Console gives Clari Admins more visibility into the activities logged by Capture and Capture activity logging configurations.
This article focuses on the activity logging configuration options that are available via the Capture Console.
Clari Admins can also view any errors that occur during activity logging.
Clari Admin Permissions
The Capture Console is for Clari Admins, and is typically only available to Advanced Ops Admin users to access and edit. Basic Ops and Read-Only Ops Admin users can also access the Capture Console, but can't edit the configuration.
Data exported from the Capture Console (i.e., activities logged) is valuable to many people on your revenue teams.
Advanced Ops Admin users can perform the following actions in the Capture Console:
- Make configuration changes and see the results to ensure that Capture is configured in the way that works best for your organization.
- Change between Preview Mode and Write to CRM Mode so that you can experiment with different configurations without affecting activities in CRM.
- View how many activities are syncing over time to verify whether or not configuration changes are needed and monitor the health of your sales processes.
- Export activity sync data for further analysis in your tool of choice.
- Easily spot and troubleshoot errors that occur.
Basic Orientation
To access the Capture Console, click Capture in the top nav. From there, you can flip between the Contact Sync tab and the Activity Logging tab:
Activity Logging Grid displays the details of the activities processed by Capture.
Filters
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Date Range: select the date range for which you want to view logged activities
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Status - select activity record status(es) to view activities in those statuses. Learn about the activity record statuses below.
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Activity Type: select emails, meetings, or both
Preview Mode and Write to CRM Mode
There are 2 modes in Activity Logging which can be toggled from the top left of the console and also from the configuration page.
Preview Mode: In Preview Mode, the processed activity data will not be written to CRM. Preview Mode is typically used to validate the Capture data during the implementation phase or to test configuration changes.
Write to CRM Mode: In Write to CRM Mode, the processed activity data will be written to CRM.
KPIs
The Capture Activity Logging Console displays key metrics reflecting the performance of Capture and the amount of data that is being processed.
KPIs in Preview Mode:
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Emails Identified: total number of emails identified
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Meeting Identified: total number of meetings identified
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Unique Opportunities Identified: total number of unique opportunities with activities that have been matched to them
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Unique Accounts Identified: total number of unique accounts with activities that have been matched to them
KPIs in Write to CRM Mode:
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Meetings Logged: total number of meetings logged
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Emails Logged: total number of emails logged
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Accounts with Activities Logged: total number of unique accounts with activities that have been logged
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Unique Opportunities Associated: total number of unique opportunities with activities that have been logged
- Syncing Errors: Number of activity logging errors that have occurred
Export Activity Data
You can export the activities in the grid to use with other tools or to build custom reports. Click Actions > Export in the upper right to export the same details that you see in the grid.
Configuration Options
Admins can also update your activity logging configuration by clicking Actions > Configure.
Logging Settings
Log Activity Content(Select if you want to sync activity content like email and meeting body)
- Yes: capture email body and meeting body content with Capture
- No (default): do not capture email body or meeting body content with Capture.
Activity Sharing
- No (default): Capture will only connect the 1st contact to an activity.
- Yes: Allows Capture to connect more than 1 contact to an activity. If selected, Clari will ask you to confirm that you have set up Activity Sharing in Salesforce. If you have not, you may encounter errors. Note: Be sure to enable Allow Users to Relate Multiple Contacts to Tasks and Events in Salesforce Setup > Activity Settings.
Activity Limits
Set the maximum number of attendees per activity. If an activity exceeds the maximum number of attendees, Capture will skip it.
Enabled users
- All Users: Capture will consider all users who are connected to email/calendar for activity logging.
- Specific Users: Capture will only consider the specified users who are connected to email/calendar for capturing/syncing activities. This option is primarily used for setup and testing.
Activity Retroactive Time Period
From a month selector (1-12), configure how far back Clari will look to fetch activities. Clari can only look back at a maximum of 12 months retroactively. Default: 6 months
Activity Settings
Activity Settings: Meeting Settings
Log Meetings
- Yes (default): enables logging meetings to CRM
- No: disable if you do not want to log meetings to CRM
CRM Object Type
- Event (default): meetings are syncted to the Event object type by default.
- Task: enable to log meetings to Task object type instead of Events.
Note: If the object type is selected as Event, then the Activity Logging configuration should update the dateField to StartDateTime. If the object type is selected as a task, then the Activity Logging configuration should update the dateField to ActivityDate.
Log Outbound Meetings Only (Enable if you want to log only outbound meetings)
- Yes: enable if you want to log only outbound meetings
- No (default)
Only Log Meetings Where the User is the Organizer
Custom Fields: custom fields can be used to configure a list of custom fields to be pushed to CRM with each logged object.
- Name: input the Salesforce field name here
- Value: input the value to be added to the field in Salesforce here
Activity Settings: Email Settings
Log Emails
- Yes: enable to log emails to CRM
- No (default): emails are not logged to CRM by default
Log Outbound Emails Only
- Yes: enable to only log outbound emails
- No (default)
On Outbound Emails, Only Log if the User is the Sender
- Yes: enable to only log meetings if the user is the email sender
- No (default)
Custom Fields: custom fields can be used to configure a list of custom fields to be pushed to CRM with each logged object.
- Name: input the Salesforce field name here
- Value: input the value to be added to the field in Salesforce here
Salesforce Integration
Integration User: input an email address that is associated with a Clari user
Max API Calls per day (50,000 default): input a different number to change the default
Advanced Settings
Advanced Settings: Ownership Criteria
Configure the ownership criteria that will be used while matching the activities with Accounts and Opportunities.
Account Teams: determine if account team membership of internal participants will be considered for account matching
- Disabled (default)
- Enabled
Custom Account Owner: if enabled, the designated custom account owner field will be considered for account matching.
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Disabled (default)
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Enabled
Opportunity Teams: determine if opportunity team membership of internal participants will be considered for account matching
- Disabled (default)
- Enabled
Custom Opportunity Owner: if enabled, the designated custom opportunity owner field will be considered for opportunity matching.
- Disabled (default)
- Enabled
- Input custom owner field name
- Input values
Note: You can configure multiple custom account owner fields or custom opportunity owner fields by clicking on Add Field.
Advanced Settings: Ownership Criteria
Configure how tiebreakers narrow down to a single account or opportunity to match an activity with.
Account Max Contact
- Enabled (default): Capture will select the account that has the maximum number of contacts associated with it to match the activity to as a tiebreaker.
- Disabled
Most Recently Updated Account (If enabled, Capture selects the account that has the most recently updated opportunity associated with it)
- Enabled (default): Capture will select the account that has the most recently updated opportunity associated with it to match the activity to as a tiebreaker.
- Disable
Existing Opportunity Contact Roles (If enabled, selects the opportunities that have the maximum number of existing opportunity contact roles present in the activity)
- Enabled: enable if you want Capture to select the opportunity that has the maximum number of existing opportunity contact role present in the activity as a tiebreaker.
- Disable (default)
Advanced Settings: Filters
Account Filters: set custom filters that will be applied when Capture queries the Account dimension
- Disabled (default)
- Enabled
- Input field name
- Input values
Opportunity Filters: set custom filters that will be applied when Capture queries the Opportunity dimension
- Disabled (default)
- Enabled
- Input field name
- Input field values
Activity Logging Statuses
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Activity Identified (specific to Preview Mode): this activity would get written to CRM in Write to CRM Mode
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Activity Skipped Cancelled Event : this activity was skipped because the "isCancelled" flag was set to true on the activity
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Activity Skipped No Matching Entities: based on the account ownership / opportunity ownership of the internal participants on the meeting, Capture couldn't determine a matching account / opportunity to associate this activity with.
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ACTIVITY_SKIPPED_OWNER_NOT_CONFIGURED: the activity owner is a Clari user but they are not configured in Capture (check Enabled Users in the activity logging configuration)
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ACTIVITY_SKIPPED_OWNER_NOT_IN_CLARI: the activity owner does not have their Salesforce connected to Clari or has activity sharing disabled
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Discovered: Capture has not yet determined account ownership or opportunity ownership
