Every record in Salesforce is marked by a unique identifier, or an ID. You can know a record's ID by going to the record's detail page, and take a look at its link in the browser. The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters.
Full Answer
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
How to check Salesforce edition?
To Check salesforce edition. Login to Salesforce Instance --> Go to Home Tab --> If you hover on Browser tab,it will display which Edition you are using. Salesforce - Developer Edition means we are using Develope Edition. To check Salesforce release.
How do I get the 15-digit and 18-digit record IDs in Salesforce?
To read more about the difference between the 15-digit and the 18-digit record IDs, please review Unique Record IDs in Salesforce. Click Setup. Under 'Build,' click Customize | click the object of your choice | Record Types. Click the Record Type name and inspect the URL to get the ID. Click the gear icon. Click Setup. Click Object Manager.
How do I create a record type in Salesforce?
Under 'Build,' click Customize | click the object of your choice | Record Types. Click the Record Type name and inspect the URL to get the ID. Click the gear icon. Click Setup. Click Object Manager. Select the object of your choosing. Click Record Types. Click the Record Type name and inspect the URL to get the ID.
What is WhatId in Salesforce?
WhatId is a single relationship to a ACCOUNT or OPPORTUNITY. This activity can only be associated with ONE Account OR Opportunity Record. WhoId is a one to many relationship between this activity to one or more CONTACTS or LEADS.
What is WhoId & WhatId?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
How do I query an activity object in Salesforce?
Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.
What is related to field in Task Salesforce?
Relating a contact to a task can affect the account to which Salesforce relates the task. See the Related To field. Contains the phone number of the contact or lead related to the task. This field is filled in with the value from the related contact or lead record.
What is the distinction between WhoID and WhatID within the information model of task?
WhoIds are polymorphic. Polymorphic means a WhoId is equivalent to a contact's ID or a lead's ID. The label is Name ID. WhatID in Salesforce refers to object type things.
What is SOSL and SOQL in Salesforce?
A SOQL query is the equivalent of a SELECT SQL statement and searches the org database. SOSL is a programmatic way of performing a text-based search against the search index. Whether you use SOQL or SOSL depends on whether you know which objects or fields you want to search, plus other considerations.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
What is SQL in Sfmc?
SQL (Structured Query Language) is one of the best ways to work with relational databases. And Marketing Cloud's Data Extensions, with the help of Data Designer, offers precisely that. A relational database. Same for system Data Views containing tracking data.
What is SQL in Salesforce?
SQL stands for Structured Query Language. In other words, it is a language used to communicate with a database. SQL lets you both access and manipulate data in your database, including such pervasive database solutions as Azure SQL Database and Redshift.
Where is the related to field in Salesforce?
On the Task page, there is a field on the right called Related To....which allows me to related the task to Account, Contact, etc. This is defined in the Task fields area as a Lookup field.
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I edit a task field in Salesforce?
Click on the gear icon on the top right. Click on Setup. Click on Object Manager....Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
How does SalesDirector.AI work?
SalesDirector.ai will automatically find the participants of the Email or Meeting and either create Contacts (if possible) OR find the existing Contacts or Leads and use those IDs for the WhoId (s).
What is a WhoID?
WhatId is a single relationship to a ACCOUNT or OPPORTUNITY. This activity can only be associated with ONE Account OR Opportunity Record. WhoId is a one to many relationship between this activity to one or more CONTACTS or LEADS.
Can you report activity history in Lightning?
These can be queried individually OR via a “View” called ActivityHistory. These Activities can be reported against in Reports both Classic and Lightning.
Is the like operator supported on ID fields?
Unfortunately, the "like" operator isn't supported on Id fields.
Can SOQL be used to grab activity records?
Despite this being old, you can use SOQL to grab activity records that are associated with a given object using the object's key prefix. For example, let's say you wanted to grab the tasks associated with a custom object. You can do that by specifying that the WhatId is between the min and max Id values for that given object like so: