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Salesforce Account field on opportunity grid

  • October 28, 2024
  • 2 replies
  • 252 views
S
New Member

Hi

 

I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair?

 

Best answer by Kenna

Hi there! You can add any fields with a direct relationship to the opportunity object without needing to create the same field on the opportunity object directly. For example, some fields on the opportunity page in Salesforce like the opportunity owner, or the account associated with the opportunity, are displayed on the opportunity page but are not filled in on the opportunity object, and their actual source is elsewhere. You can add these fields too!

2 replies

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • October 28, 2024

Hi there! You can add any fields with a direct relationship to the opportunity object without needing to create the same field on the opportunity object directly. For example, some fields on the opportunity page in Salesforce like the opportunity owner, or the account associated with the opportunity, are displayed on the opportunity page but are not filled in on the opportunity object, and their actual source is elsewhere. You can add these fields too!

Kenna Valdez, Manager, Customer Community, Clari
R
New Member

If you, like me, are looking for the mechanics of how to do this, follow the below steps. The UI is not intuitive:

  1. Navigate to Field Config and select the right mode
  2. Actions > Add fields
  3. Source object should be Opportunity
  4. Find the Account ID field 
  5. Click the blue chain icon in the Type column
  6. Find the related Account object field. 
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