Group Your Accounts and Contacts List by Rollup Values

Use rollups as criteria to group your accounts and contacts lists.

When your administrator enables rollups for grouping your search results, they appear in the Group By drop-down menu on the Accounts or Contacts list views.

To group accounts or contacts by rollups, select a rollup from the Group By drop-down list.

For example, select the hierarchy number of open opportunities rollup. This rollup organizes the Accounts list based on the number of open opportunities in an account hierarchy.

The accounts are arranged in the number buckets defined by your administrator when setting up the filter groups for the rollup.

Here’s a screenshot that shows four account hierarchies with 5 to 30 open opportunities and two accounts that have more than 30 opportunities.