Table of Contents
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 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 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 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 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.
What is owner ID in Salesforce?
OwnerId : ID of the User who has been assigned to work this record.
Is event a standard object in Salesforce?
Event records have standard fields for tracking and recording event details. These standard fields for tracking and recording event details are available in Lightning Experience. These standard fields for tracking and recording event details are available in Salesforce Classic.
Is there activity object in Salesforce?
First there are 2 primary “native” Salesforce activity objects. Task and Events. These can be queried individually OR via a “View” called ActivityHistory. These Activities can be reported against in Reports both Classic and Lightning.
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.
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.
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.
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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