The Concat rollup type combines all the values from the selected field into a single, concatenated string. This is useful for merging text or other data types into a single field, allowing for a comprehensive view of the data in a unified format. Values are typically separated by a specified delimiters and qualifiers.
For example, in a Opportunity object with related Opportunity Line Items 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 → 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"
Configuration
When you select the rollup type as Concat, you will see the following configurations:
Attribute Name | Description |
|---|---|
Delimiter | Specifies the character(s) used to separate concatenated values in the resulting string (e.g., comma, space, semicolon, pipes, etc). |
Qualifier | Defines the text to be added before and/or after each concatenated value (e.g., single quotes, double quotes, bracket, etc). |
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). |
Order By
The Order By feature allows users to sort data in the related list in both ascending and descending order.
You can apply sorting to multiple fields simultaneously, enabling you to organize and view records more effectively.
This feature enhances data presentation flexibility, helping users quickly locate and analyze the information they need.