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SFDC Account fields in Opportunity module

  • August 14, 2025
  • 3 replies
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Within Clari Studio Field Configuration we would like to add SFDC Account fields directly to the Opportunity module in Clari.  This would prevent us from having to create additional Opportunity fields (formulas) just to bring Account data into the Opportunity module.  A use case would be adding an Account custom field we have which tells whether the Account is from the Global 2,000 list.

 

Thank you

Best answer by elijah

Hi ​@Dominick Pelusi— Thanks for reaching out and sharing this feedback with us!  The type of functionality you’re describing should be supported today by using Reference Fields.  I’ve attached on a document on how you can bring in Account fields to the Opportunity module in Clari from Field Config here. 

Please let me know if that doesn’t do the trick for you, and we can gladly continue with sending this Idea over to our Product team’s repository for them to consider.  

D

3 replies

elijah
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  • elijahClari
  • Clari
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  • August 19, 2025

Hi ​@Dominick Pelusi— Thanks for reaching out and sharing this feedback with us!  The type of functionality you’re describing should be supported today by using Reference Fields.  I’ve attached on a document on how you can bring in Account fields to the Opportunity module in Clari from Field Config here. 

Please let me know if that doesn’t do the trick for you, and we can gladly continue with sending this Idea over to our Product team’s repository for them to consider.  

Elijah Ezeji-Okoye, Community Manager, Clari
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  • Dominick PelusiNew Contributor
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  • August 19, 2025

​@elijah thank you for the tip.  This is exactly what we needed!  Feel free to close out this request if you’d like.

elijah
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  • elijahClari
  • Clari
  • August 21, 2025

​@elijah thank you for the tip.  This is exactly what we needed!  Feel free to close out this request if you’d like.

 

Hi ​@Dominick Pelusi— Thanks for confirming that did the trick!  I’m glad to hear we were able to resolve that.  I’ll go ahead and convert this Idea post to a Question post so that others can find the tip if they’re looking to accomplish the same thing.  If anything else happens to come up that we can help with, please let us know.  

Elijah Ezeji-Okoye, Community Manager, Clari
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