How often does Clari sync with Salesforce?
Clari has a bi-directional real-time sync with Clari and Salesforce. Updates to opportunities made in Clari are reflected in Salesforce in real time, and vice versa. Certain Analytics and Admin Modules update less frequently. The table below outlines the specifics for each module:
| Module/Platform Area | Data Refresh Rate (Datahub) | Data Refresh Rate (Data Store) |
| Opportunities | Real time | Real time |
| Dashboards | Real time | Real time |
| Forecasting | Real time | Real time |
| Saved View Management (Admin) | Real time | Real time |
| Quota Management (Admin) | Real time | Real time |
| Team Activity | Every 15 minutes | Every 15 minutes |
| Account Engagement | Every 15 minutes | Every 15 minutes |
| Activity Sync | Every 15 minutes | Every 15 minutes |
| Trend | Every 30 minutes | Every 12 hours |
| Flow | Every 30 minutes | Every 12 hours |
| Pulse | Every 30 minutes | Every 12 hours |
| CRM Score | Every 12 hours | Every 12 hours |
| Clari's Projection | Every 30 minutes | Every 12 hours |
| User Management (Admin) | Every 12 hours* | Every 12 hours* |
| Hierarchy Management (Admin) | Every 30 minutes* | Every 12 hours* |
Note on Analytics (Trend, Flow, Pulse): There is a timestamp in each of the Analytics modules where you can see the last time the data was updated.
Note on Hierarchy Management: The Salesforce Role Hierarchy gets refreshed every ~12 hours. If you need a refresh immediately, you can reach out to support .
Note on User Management: If you add a new user in Salesforce and immediately try to provision that user in Clari, you may not see the new user yet. You can submit a support ticket for an Admin refresh.
Learn More
For a comprehensive overview of how often the data between Salesforce and Clari is automatically updated, check out our article on Data Refresh Intervals.
