Content Comparison

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

The object hierarchy might look like this:

Product→ Opportunity Product → OpportunityEmployee → Department → Account

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

• Opportunity AAccount Anteria:

  • Product AEmployee 1: "Software LicenseRyan Ten"Product B

  • Employee 2: "Support PlanNatasha Hedgehog"

  • Product CEmployee 3: "Training PackageNeon Tudro"

• Result: "Software License, Support Plan, Training PackageRyan Ten, Natasha Hedgehog, Neon Tudro"