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JPD and Salesforce Amount in custom field

Andy Nortrup

Hi, I'm trying to create a custom field to rollup the value of a Salesforce field titled `Total ARR (Combined)` which is a number in Salesforce. This field holds the total AAR for customers. But the only Salesforce field that I can select in JPD is "amount" which exists on opportunities, but not accounts.

I have similar other number fields that I would like to bring in other dimensions to my my prioritization. Am I missing something that I can't use number fields from Salesforce other than `Amount` even if I'm importing them?

Accepted answers

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Tanguy Crusson

Hi Andy, this will only work if you're able to add a Salesforce object as a link to an insight, and you can see that Salesforce field on the insight. Then you can use it to create a custom formula field for it.

Andy Nortrup

@Tanguy Crusson- I have linked the sales force object in an insight, and I have imported the field into the insight. But when I go to create a custom field the only options I have are "confidence" and "amount". I'm not sure if I'm missing something, but it isn't apparent how to get that field in a calculation.

Do I need to use the underlying SFDC field name (ending in __c) or something?

Salesforce imports.jpg

Attempting to make a custom formula Custom Formula.jpg

Not listed as a field for rollups.

Salesforce Insight options.jpg

Tanguy Crusson

hmmm, I wonder if that field is in a special format that the integration doesn't support. Would you know its type?

Aaron Pavez _ServiceRocket_

Hi @Andy Nortrup

https://support.atlassian.com/jira-product-discovery/docs/insert-data-from-multiple-apps-into-your-insights/

From the page:

You can use only number field types from Salesforce to add them to a custom formula.

Is the combined ARR a number field?

Normally in Salesforce, the ARR its a formula field.

Regards

Andy Nortrup

I consulted with my SFDC admin and that field is a currency type field that shows up like a number in the API.

Andy Nortrup

The field is a currency type, and JPD was able to import a value for it in the insight. So I'm not sure why it wouldn't be able to add the values of the field regardless of how SFDC calculates is in the backend.

Aaron Pavez _ServiceRocket_

Hi Again!

I've tried to do and add those fields and this is what I've found:

2024-02-23 12_27_22-All Ideas - Discovery1 - Jira Product Discovery — Mozilla Firefox.jpg

If I go all the way to the bottom, I can see all the values I've configured here:

2024-02-23 12_37_34-[DIS1-1] TESTIN JIRA IDEA PRODUCT DISCOVERY - Discovery1 - Jira Product Discover.jpg

Under Insight -> configure properties.

Do you see those fields if you configure them?

And yes, the roll-up field works for the Currency field:

2024-02-23 12_40_08-All Ideas - Discovery1 - Jira Product Discovery — Mozilla Firefox.jpg

Check the FX Formula field number. The currency from Salesforce its $100.

I hope this helps to troubleshoot your issue.

Regards

Andy Nortrup

So I've configured the field for import and I do see the value in the insights view. But it doesn't show up in any of the formula or list view options.