Significant Changes to Role Hierarchy and/or Territory Hierarchy 

Clari leverages the Role Hierarchy across all of the modules — therefore SFDC Role Hierarchy must be accurate and up-to-date

Examples include (but are not limited to):

• Switching to Territory Hierarchy from Role Hierarchy
• Switch from Territory 1.0 to 2.0
• Changes to your top-level Role Hierarchy user in Forecast

• Significant updates in the territory hierarchy with new territories

• Implementation of an entirely new territory hierarchy

• There are significant implications when you decide to transition to Territory Management in SFDC that will require additional work within Clari

• Impacts on Analyze: Historical analysis in Pulse, Trend, Flow, Waterfall, and Funnel will be viewed according to the new hierarchy organization; the old hierarchy structure will not be saved in order to look at historical data

  • Note: There are solutions to correct the historicals based on the new territory hierarchy and structure. Our Support & CS team can help you understand the impact. There is expected downtime while changes are implemented and should be planned for accordingly.

  • If you have questions about this process and want to learn more, please open a support case and/or reach out to your CSM.

Stage Changes

Changes to your Stages (either the values OR the status mapping) and/or updating the Stage on past closed opportunities

• Impact: Saved Views, Forecast, and Analyze
• Please check out our article on Changing a Forecast, Stage, Amount, or Date Field for details about the necessary action items and implications associated with making this kind of change.

Forecast Category Changes

Changes to your Forecast categories or the primary Forecast Category field that you use, and/or updating the Forecast Category on past closed opportunities

• Impact: Saved Views, Forecast, and Analyze
• Please check out our article on Changing a Forecast, Stage, Amount, or Date Field for details about the necessary action items and implications associated with making this kind of change.

History Tracking for Opportunity Fields

Any changes to history tracking for Opportunity fields

• Impact: color-coded change indicators in the Opportunity Grid, Analyze, and data science

Updates to Previously Closed Opportunities

Updates to previously closed-won and lost opportunities, especially of key fields (i.e. Close Date, Forecast, Stage, Deal Size)

• Impact: Analyze and data science

Adding/changing validation rules to your SFDC instance

• Impact: validation rule text will need to be updated in Clari (submit a ticket to get this updated)

Adding/Deleting/Renaming or Changing Significant Properties of Fields

Adding or deleting fields that are used in Clari

• Impact: deleting fields that are being used in Clari will result in errors for all Clari users for your organization
• Note: Changing the source entity can also impact your Clari instance.

Changing the primary amount field(s) that you are using to run your business

• Impact: Saved Views, Dashboards, Analyze, Forecast
• Please check out our article on Changing a Forecast, Stage, Amount, or Date Field for details about the action items and implications associated with making this kind of change.

Changes to Date Field(s)

Changing the Date Field(s) that you are using to run your business.

• Impact: Saved Views, Dashboards, Analyze, Forecast.
• Please check out our article on Changing a Forecast, Stage, Amount, or Date Field for details about the action items and implications associated with making this kind of change.

Consolidating/Spinning off SFDC Instances

Only one SFDC instance can be connected to a single Clari org.

• Impact: If you are in a situation where you may be consolidating multiple salesforce instances (ie. During a Merger/Acquisition) please let your customer success manager know ASAP so that they can work with you on how best to consolidate your CRM information

Changes to Dependent Fields

Changes to dependent fields that affect fields in Clari

• Impact: Any changes to dependant fields that are being used in your Clari instance will reflect for all Clari users.

Changes to Field Visibility

Changes to permissions or profiles in SFDC that affect field visibility

• Impact: Clari inherits the SFDC field visibility for each user so if a user can see information in SFDC, they can see it in Clari.

Fiscal Year Change

Changing your fiscal year in SFDC

• Impact: how dates are used in Clari (affecting all Modules)
• Please check out our article on Changing Fiscal Periods for details on the implications associated with making this kind of change. 

Multicurrency

Enabling Multicurrency in SFDC

• Impact: This changes how amounts are calculated and displayed across all Modules

Changes to Product Lines

Any updates to your product lines in SFDC

• Impact: there may be implications across all Clari Modules

Changes to Splits

Any updates to your Opportunity Splits in SFDC

• Impact: there may be implications across all Clari Modules

Opportunities that are deleted from Salesforce

• Impact: Opportunities that are deleted from Salesforce are not automatically deleted in Clari, which impacts the Opportunities and Analyze Modules.
• Submit a support ticket and provide us with the Opportunity ID(s) and we will delete them from the database.