what is whoid and whatid in activities in salesforce

WhoID & WhatID in Salesforce Activity Objects

WhoId is a one to many relationship between this activity to one or more CONTACTS or LEADS. When SalesDirector.ai writes the activity back to Salesforce we try to find the “best” Opportunity to match the activity to, meaning we set the WhoID to the Opportunity.

Getting Object type of WhatId/WhoId Task/Event fields

Despite this being old, you can use SOQL to grab activity records that are associated with a given object using the object''s key prefix. For example, let''s say you wanted to grab the tasks associated with a custom object. You can do that by specifying that the WhatId is between the min and max Id values for that given object like so:

Difference between WhoId and WhatId Salesforce Blog

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 WhoId and WhatId in Salesforce activities

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.

WhoId and WhatId is field or related object of activity or

whoid is lookup field of contact object and whatid is lookup field of account object on task object

WhoId and WhatId on Task Salesforce, Concept of 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.