Both Tasks and Events have fields that can relate the activity to other records in Salesforce: WhoID: Appears as “Name”, and references another human, e.g. a Lead or Contact record. WhatID: Appears as “Related To”, and can contain Account, Opportunity, Campaign, Case, or custom object records.
What is whatid in Salesforce?
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 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.
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 WhatId and WhoId?
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 the use of WhatId in Salesforce?
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. WhatIds are polymorphic.
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 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.
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 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.
How do tasks work 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 task field?
Indicates the record that the task is related to, such as an account or an opportunity. This field is available only when a user relates the task to a contact, not to a lead. The record is visible only to users with the “Read” permission for the type of record the task is related to.
What is task subtype Salesforce?
A subtype field is a field that populates based on what activity you have performed. for example - if you created activity of "New Task" then while you create a report and get that particular activity record in the report, in subtype field it will automatically map to subtype = task.
Can we create new field on event object in Salesforce?
You cannot create fields directly in Task and Event object. You have to create in Activity. When you navigate to Task or Event fields in Setup, you may notice that there is not a New button to create new fields for that object. Instead, custom fields for Tasks and Events are created at the Activity level.
What is a WhoID?
WhoId is polymorphic in nature which generally says that the WhoId is similar to the Id of contact or lead with its name or label as ‘Name’. WhatId is the term used in Salesforce for pointing out the type of things or objects. So, basically, it can be the Id of account and opportunity. This does not show related to human things like opportunities, ...
What are shared activities in Salesforce?
Shared activities enable you to search or select the number of contacts at on time.
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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