How do I group (summarize) only certain data?
Hi, I have Salesforce data that comes from a couple of different objects. Primary is Opportunities but it's also pulling some information from Accounts. The data would look like this: Account Name Opportunity Opportunity Value Account Value John Doe Opp 1 50 125 John Doe Opp 2 65 125 John Doe Opp 3 30 125 Jane Smith Opp 1…
