Slaesforce FAQ

how to identify whoid and whatid in salesforce

by Donald Gislason Published 2 years ago Updated 2 years ago
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WhoID in Salesforce refers to people things. 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. The label is Name. WhatID in Salesforce refers to object type things.

Full Answer

What is whoid and whatid in Salesforce?

WhoId and WhatId is field or related object of activity or task? Bookmark this question. Show activity on this post. Where will we use whoId and whatId basically in salesforce? Show activity on this post. "WhoID" refers to people things. So that would be typically a Lead ID or a Contact ID

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 a whoid?

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 are the whoid and whatid fields?

These tie the Task or Event to a Account, Opportunity, Contact or Lead. WhoId and WhatId. Both are “polymorphic” fields, meaning they can be related to different objects, defined by the ID itself. WhatId is a single relationship to a ACCOUNT or OPPORTUNITY. This activity can only be associated with ONE Account OR Opportunity Record.

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What is the difference between WhatId and WhoId in Salesforce?

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.

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.

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.

What is WhoId in task in Salesforce?

WhoID in Salesforce refers to people things. 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 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.

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.

What is name field on task in Salesforce?

"Name" field in task means WHO which refers to Contact details which is provided by Contact and Lead object only in Salesforce. You can use "related to" field means WHAT to link task to Account or create a custom field in activities or I can tell you another alternative once you share your requirement.

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 the use of task object in Salesforce?

If a user relates the task to an object other than an account, Salesforce determines the account on the task as follows. Suppose that a user relates the task to an opportunity, a contract, or a custom entity that belongs to an account. Salesforce uses that object's account as the account for the task.

What are SetUp and non SetUp objects in Salesforce?

SetUp Objects:Setup objects are objects that are used to interact with the metadata. Common example is the User, Profile, Layout object. Non-SetUp Object: Every other objects like those which are native(Standard Objects) and Custom Objects fall into the category of Non-Setup Objects.

What is polymorphic lookup in Salesforce?

Salesforce makes use of polymorphic relationship fields for native lookup fields that can reference multiple objects. The most common fields that use polymorphic relationships are Owner fields and Activity WhatId/WhoId fields.

What is setTargetObjectId in Salesforce?

setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage. Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent.

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.

WhoId

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.

WhatId

WhatId is the API name for the “Related To” field on the Activity-related objects. This field can be associated with many different objects including:

Summary

The WhoId and WhatId fields are similar as they are both populated by Ids of other records within your Salesforce environment. However, that is where the similarities end.

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