For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out! When you are logged into Salesforce, you can navigate to “Checkout” from the far top right of your browser by going to the “App” selector (just right of your name and the Help & Training link).
Full Answer
What is whoid and whatid in Salesforce activities?
What is WhoId and WhatId in Salesforce activities? What is WhoId and WhatId in activities? WhoID refers to people. Typically: contacts or leads. Example: LeadID, ContactID WhatID refers to objects. Example: AccountID, OpportunityID It refers to objects. ID of a related Account, Opportunity, Campaign, Case, or custom object.
How to associate a lead to a contact in Salesforce?
Suppose if we are connecting the contact and wish to make a point where you can associate a lead, then the ‘related to’ or the ‘WhatIddisappears. Salesforce does not enable you to auto-fill the field if the lead is connected in the Name field of label. Thus, the event is created in such case and WhatId is blank.
What is the difference between a CONTACT ID and whoid?
So that would be typically a Lead ID or a Contact ID. The WhoId represents a human such as a lead or a contact. WhoIds are polymorphic. Polymorphic means a WhoId is equivalent to a contact’s ID or a lead’s ID.
What is the value in the whoid field?
If their shared activities are allowed, then the value in this field will be the lead or contact Id. And if you edit, add, or delete the field of WhoId, then you can have the issues in the workflows, validation rules of data, and triggers which are in association with the records with their name of the label ‘Name Id’.
What is the WhoId in Salesforce?
WhoId is the API name for the “Name” field on Activity-related objects. Users should look to populate this field when they want the task to be related to a Lead or Contact record within Salesforce. I typically refer to this field as the one that references another human, when it comes to my Task or Event.
What is WhoId and what ID in Salesforce?
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. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom 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 ID task in Salesforce?
Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.
What is WhoID and WhatID in activities ?*?
"WhoID" refers to people things. So that would be typically a Lead ID or a Contact ID. "WhatID" refers to object type things.That would typically be an Account ID or an Opportunity ID.
Where do I find Salesforce ID?
Salesforce Profile IDs can be obtained from the Salesforce URL address associated with an individual profile. To locate this number, go to "Setup" followed by "Manage Users" and "Profiles." From here, click the desired profile to load it. If you look in the URL address, you should find the code.
How do I track activity in Salesforce?
Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria - just update the records!More items...•
How do I find user activity in Salesforce?
View Your User Activity in Salesforce DatoramaTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.
How do I pull an activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
What is the difference between 15 and 18 digit ID in Salesforce?
15 character ID is a case-sensitive version which is referenced in the Salesforce user interface. You can use this ID while performing data operations through the user interface. 18 character ID is the case-insensitive version which is referenced through the APIs.
What is external ID in Salesforce?
An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file.
What is owner ID in Salesforce?
OwnerId. Objects have an ownerId field that is a reference to the user who owns that object. Ownership is an important concept that affects the security model and has other implications throughout the system. Any user can query the owner field for any record they can access.
Why To Hire A Salesforce Consultant?
Purchasing Salesforce for business operation success is not a gurantee to be successful in the business. Usually when a new organization implements Salesforce they begin…
Strategies To Increase User Adoption For Salesforce
Salesforce is an amazing CRM solution that offers solutions to almost every business function. Due to its highly customizable features, it is important to provide…
ClickJack Protection for Salesforce
ClickJacking name sounds like an unfamiliar jargon for those who have never heard of it. Let me clarify it for you, it is a technique…
Use Salesforce Notification Builder to Get Notifications to the Right Users in the Right Apps
Did you know you can use Notification Builder to create custom notifications for teams, task queues, and public groups? You can also replace standard notifications…
How Salesforce Supports Veterans in the Workplace
Have you found community at your workplace? Tune in as Brian Kim, Account Executive, shares how Salesforce supports veterans in the workplace through Vetforce, our…
WhoId and WhatId on Task Salesforce
Are you finding out the meaning of WhoId and WhatId? Then, finally, you are at the right place for the detailed understanding of these two concepts. Because the perfect answer with example is nowhere else. First, let us understand the concept of WhoId and WhatId?
Concept of WhoId and WhatId
WhoId is the term used in Salesforce for pointing out the things of people. so basically it would be a contact id or leading id. This shows the role of the human via his/her contact or lead.
What is a WhoID in Salesforce?
Polymorphic means a WhoId is equivalent to a contact’s ID or a lead’s ID. The label is Name. WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID.
What is a whatid?
The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To. Please check below image for the object diagram: Difference between WhoId and WhatId.
