Content Comparison

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

The object hierarchy might look like this:

Task → Task Owners → ProjectProduct→ Opportunity Line Item → Opportunity

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

• Project Opportunity A:

  • Mark Antony Product A: "Design mockupSoftware License"

  • Natasha Hedgehog Product B: "Develop featureSupport Plan"

  • Ryan Ten Product C: "Review codeTraining Package"

• Result: "

• Software License, Support Plan, Training Package"