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Question

Grouping opps like groups in an SF report or excel pivot?

  • January 23, 2025
  • 1 reply
  • 35 views
K
New Contributor
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Does anyone know if it’s possible to group records in an inspect view by account for example? I’m thinking about how groups work in Salesforce or an Excel pivot rather than the current group function in Clari.

1 reply

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • January 28, 2025

Hi, ​@Kevin Seery — you can add a group for Account as long as an admin has added that field to the group options available to users in your Clari instance (this can be done via Field Config), but I know you mentioned Salesforce/Excel pivots. Are you talking about how a Salesforce report sorts results together based on the group they belong to? If so, adding a column for Account (if there isn’t one already) to your View in Inspect should allow you to sort by that column. Or are you looking for a different feature in terms of grouping/sorting by Account (or some other field)?

Kenna Valdez, Manager, Customer Community, Clari
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