You cannot associate a task with two objects. There is a special field on task- ' AccountId ' which gets populated if the task is created on Asset, Case, Contract, Opportunity, Order. For your particular scenario, I would suggest on creating a visualforce page to show tasks as a related list.
Full Answer
What are events and tasks in Salesforce?
Events, tasks, and calendars in Salesforce are related to records and profiles like accounts, contacts, leads, opportunities, and cases involved in customer servicing. What are Events in Salesforce?
How to create a campaign in Salesforce?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.
What is the difference between Outlook and Salesforce events?
These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on. Events, tasks, and calendars in Salesforce are related to records and profiles like accounts, contacts, leads, opportunities, and cases involved in customer servicing.
Can a user be invited to an event in Salesforce?
They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?
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Can a task be related to multiple objects in Salesforce?
If your organization has enabled Shared Activities, you can relate as many as 50 contacts to non-recurring and non-group tasks, and non-recurring events, but relating to multiple records of other objects is not available or supported by Salesforce.
Can you merge two campaigns in Salesforce?
There's no [Merge Campaign Button] but this should be a pretty straightforward fix. First create a new Campaign for the "correct" Campaign (this will be your ultimate "Survivor" Campaign). Once you have that set up, run a standard Campaign Member Report for each of the duplicate Campaigns.
Which two objects can be related to campaign?
Both options A (Contact) and D (Lead) are correct. These objects are used in Salesforce. The campaigns help link together initiatives for marking, and any leads that can come about from the marketing done.
How do I add a campaign from one campaign to another in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
Which object relates Contacts to campaigns?
Campaign MembersCampaign Members It is an object in itself which allows Leads/Contacts to be associated with multiple campaigns. These Leads and Contacts are tracked using a status field having values sent (targeted to the campaign) or responded to (responded to the campaign).
How many campaign member statuses can count as a member response?
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.
Which of the following can be used to associate different campaigns together within a specific marketing program or initiative?
Which of the following can be used to associate different campaigns together within a specific marketing program or initiative? The Parent campaign field on a campaign detail page allows associating campaigns with one another.
Which three objects can be added as campaign?
We can add members to a campaign one at a time from contact or lead detail pages. With the Data Import Wizard, we can add up to 50,000 leads, contacts, or person accounts at a time to a campaign.
What are campaigns related to in Salesforce?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
How do I add multiple leads to a Salesforce campaign?
Navigate to a contact or lead list view.Select up to 200 records to add to a campaign.Click Add to Campaign.Enter the name of a campaign.Select a member status for the new members.Choose whether members already associated with the campaign keep their current status. ... Add the members.
How do I clone a campaign in Salesforce?
Open a campaign record, and click the action menu. Select Clone with Related. Select the types of related records that you want to clone, and save your work.
How do you add leads to a campaign?
From the Campaign Members related list on a campaign, click Add Leads or Add Contacts.Select leads or contacts from the list, or search for specific leads or contacts.Click Next.Select a member status for the added members.More items...
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
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Workaround
1. Create a new Custom Report Type for Campaigns with Contacts with Activities 2. Create a new Custom Report Type for Campaigns with Leads with Activities 3. Create 2 new, separate reports using these report types.
1. Create a Custom Report Type for Campaigns with Contacts with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
2. Create a Custom Report Type for Campaigns with Leads with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
3. Create a 2 reports using each of the new Custom Report Types
1. From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create. 3. Select a specific Campaign or select All Campaigns. 4. Click Add to add a filter. 5. Customize the report and remove or add columns and details you'd like to see on the report. 6. Run the report and Save. 7.
