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For example, In an Account object with related Department records, you can use the Concat rollup type to list all 'Employees' in a single field on the Account. After the rollup calculation, it will return all employee names in the selected destination field on the Account object, using the specified delimiters and qualifiers. The object hierarchy might look like this: Employee→ Department→ Employee → Department → Account Field to Rollup: Employee Name
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Attribute Name | Description |
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Delimiter | Specifies the character(s) used to separate concatenated values in the resulting string (e.g., comma, space, semicolon, pipes, etc). Note: Although, users are not restricted to what delimiter they can use, we recommend you these standard delimiters for better viewing and understanding of data. |
Qualifier | Defines the text to be added before and/or after each concatenated value (e.g., single quotes, double quotes, brackets, etc). Note: Although, users are not restricted to what qualifier they can use, we recommend you these standard qualifiers for better viewing and understanding of data. |
Return Unique Values Only | This checkbox determines whether to include only unique values in the concatenated result, excluding duplicates. |
Order By | Specifies the order in which values should be concatenated (e.g., alphabetical, by date). |
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Name | Delimiter |
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Comma |
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Period |
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Colon |
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Semicolon |
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Pipe |
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Standard Qualifiers Suggested
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