WhoID in Salesforce refers to people things. WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID.
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What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What is the main purpose of Salesforce?
Salesforce.com, inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
What is the job of Salesforce?
- Salesforce administrators work with people at all levels in the organization, from CEO to the end users, so must command exceptional communication skills. …
- The job role of a salesforce administrator is “Customer Facing”. …
- The beauty of Salesforce as a CRM tool is that there is no specific way of doing anything in Salesforce. …
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 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 name ID in Salesforce?
Name ID is the person (WhoID). you need to set the Related to or WhatId. You need to set the ‘Related to ID’, and then set it to the ID of the record you are on.
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 Activity tab in Salesforce?
When you click that icon, you go to a activities page that has standard views that Salesforce has created for you. You can see your own activities (tasks and events) and also your delegated activities. Delegated activities are those which you have created but have assigned to someone else.
What is lead activity Salesforce?
Use the Lead activity to create or update a lead record in the Sales and Service Cloud for each contact that reaches the activity. This legacy activity may appear in old journeys but is no longer available as an option for new journey activities.
What is the difference between 15 digit 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 key in Salesforce?
External Key. The external key is a unique identifier. This value is used by developers in their API calls to access the data extension programmatically.
What is difference between external ID and Unique ID in Salesforce?
The ‘Unique ID’ field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the ‘Unique ID’ setting so that the External IDs will be unique to each record.
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.
What is the difference between task and event in Salesforce?
Tasks are a “point in time” (no duration) record of an activity, such as a logged call, a reminder, an email, etc… It can be in the future and they also have due dates and statuses (not started, completed, etc…). Events have a start and end time, which tasks do not.
What is Chatter Salesforce?
Salesforce Chatter is a free social collaboration tool similar to Facebook and Twitter, but for organizations on the Salesforce.com platform. Chatter allows users to collaborate securely at work to establish networks, share files and status updates.
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 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.
Himanshu
WhoID – refers to people things.Ex- Lead ID or a Contact ID
WhatID- refers to object type things.Ex- Account ID or an Opportunity ID
Shaharyar
WhatId: ID of a related Account, Opportunity, Campaign, Case, or custom object. Labelis Opportunity/Account ID.
WhoId: ID of a related Contact or Lead. If the WhoId refers to a lead, then the WhatId field must be empty. Label is Contact/Lead ID. If Shared Activities is enabled, this is the ID of a related Lead or primary Contact.
shariq
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 ID.
Parul
WhoId is used for LeadID or ContactId,Basically WhoID in Salesforce refers to people things.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 ID.
Avnish Yadav
In simple Words, WhoId refers to the person while WhatId refers to Things in salesforce.
