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Klarity
Automate Document Workflows like Order Management, PO Processing and RevRec
- Industries
- Horizontal ProductHealthcare & Life SciencesHigh Tech
- Business Need
- FinanceAudit & ComplianceAccounting
- Requires
- None
- Compatible With
- Revenue CloudRevenue Cloud Subscription ManagementRevenue Cloud CPQ
Connect Salesforce to Klarity to automate your contract review, revenue checklist population, and remove the need for manual review and data entry.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Revenue CloudRevenue Cloud Subscription ManagementRevenue Cloud CPQ
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- Klarity/Summer 2021 1.44.0
- Listed On
- 05/11/2021
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 10Custom Tabs: 6Custom Apps: 1
- Lightning Components
- Global: 10App Builder: 10Community Builder: 5
- Languages
- English
Security
Additional Details
This App allows you to quickly connect Salesforce and Klarity so that your documents are automatically uploaded to Klarity with 2 simple steps. 1. Authentication with Okta. 2. Define when Klarity should be notified of a new document that should be processed by the system. Klarity's software simplifies your Document Centric workflows - like Order Management, Purchase Order Processing and Revenue Recognition.Klarity normalizes your contract review controls through a standardized checklist, uses Machine Learning to review customer contracts for clauses with potential revenue impact, documents technical Revenue Recognition impact according to ASC 606, and stores all relevant documents (e.g. MSA, Order Form, RevRec schedule, and Invoice) in one record. Our customers (1) save time and cost, (2) increase compliance through robust controls, and (3) ease the pain of contract review while improving remote working experience. Klarity is a Y Combinator company with products used by companies like Salesforce, TIBCO, Segment, Checkr, and Zscaler.