Content Comparison

For example, in a Opportunity object with related Opportunity Line ItemsProduct records, you can use the Concat rollup type to list all "Products" in a single field on the Opportunity. After the rollup calculation, it will return all product names in the selected destination field on the Opportunity object, using the specified delimiters and qualifiers.

The object hierarchy might look like this:

Product→ Opportunity Line Item Product → Opportunity

Field to Rollup: Product Name
Delimiter: Comma (,)
Qualifier: Double Quotes(“ ")

• Opportunity A:

  • Product A: "Software License"

  • Product B: "Support Plan"

  • Product C: "Training Package"

• Result: "Software License, Support Plan, Training Package"