SObject Collection Join

Overview

This action lets you combine text values from a collection of Salesforce records (SObjects) into a single text string. You can specify a field from your records, a delimiter to separate the values, and options for enclosing and escaping special characters.


How it Helps

Imagine you have a collection of Accounts and want to create a comma-separated list of their names. This action makes it easy to extract the "Name" field from each Account record and join them into a single text string like "Account A, Account B, Account C".


When to Use It

This action is ideal for:

  • Creating lists or summaries of data from your records.

  • Formatting data for display or export.

  • Preparing data for use in other flow elements or integrations.

  • Avoiding manual string manipulation with formulas or code.


Example

To create a comma-separated list of Contact names:

  1. Retrieve Contacts: Use a "Get Records" element to fetch a collection of Contact records.

  2. Configure the Action: Select the Contact collection, specify "FirstName" as the field name, and use a comma (",") as the delimiter.

  3. Store the Result: Store the output in a Text variable to use in your flow.


Key Considerations

  • Source Collection: Ensure you have a valid collection of SObjects.

  • Field Name: Choose the field that contains the text values you want to join.

  • Delimiter: Select a delimiter to separate the joined values (e.g., comma, space, newline).

  • Enclose: Optionally enclose each value in characters like quotes (").

  • Escape Character: Specify an escape character to handle special characters within the values.

  • Distinct: Choose whether to include only distinct values in the joined string

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