Cross object fields returned in searches
I understand this would take a lot of configuration, but if I am filtering by cross object, accounts with opportunities stage = closed won, be able to have those related opportunities fields display in the search results. If an account had multiple opportunities that met the criteria list the account multiple times in the results.
John Schneider
shared this idea
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Jessica Steinman
commented
We often use more than one object to define our data output. That said, it is great to filter using additional objects, but it would make sense to display the fields we have vested interest as well from that cross-object. Such as, display accounts with >0 assets in xyz products. Then show those products on the output.
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Robert Rung
commented
This would be beneficial. I would like to see what Accounts I currently have Events scheduled for. While I can do this with Geopointe cross-object filter, I can't add the Event start/end date/time field to the search results.
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We totally understand the need and it does make logical sense. As you said, it is complex at the same time.
For your specific example, have you considered mapping Opportunities directly instead of Accounts? You could do that today and achieve similar results. You mentioned wanting a record for each Opportunity and that would happen now if you mapped Opportunities. If you only wanted 1 record per Account, this functionality would need to be added as you describe.
