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Sales Performance Management
transform_list

transform_list

Applies an expression to each record in a data filter in Salesforce Spiff and returns a new list with the results. For example, identify a specific field from a list of records and return a list of the values for only that field from those records.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available for an additional cost in: Professional Edition with Web Services API Enabled

Syntax

transform_list(list, expression)

Arguments

Argument Required? Description
list Required A data filter or list to evaluate. Use any function that returns a list or enter a list manually. A list can contain strings, numbers, currencies, records, or objects. Enclose the list in brackets with comma-separated values.
expression Required The field from records in the list that you want to include in the return value, or a formula that modifies a field.

Example

Return the Deal Name for the opportunity with the highest ARR in a period, across all reps. First, use the sort() function to return a list of all deals in the period, sorted from lowest ARR value to the highest.

=sort(ClosedInPeriod_AllReps, ARR__c)

Add the transform_list() function to return the Name field for every record in the sorted list. The return value is a list of opportunity names in ascending order from lowest to highest ARR.

=transform_list(sort(ClosedInPeriod_AllReps, ARR__c), Name)

Finally, add the choose() function to return the deal with the highest ARR. Because the record with the highest ARR is last in the transformed list, pass -1 for the choose() function.

=choose(-1, transform_list(sort(ClosedInPeriod_AllReps, ARR__c), Name))

See Also

 
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