Choose the Task object and to start the process “when a record is created or edited”.Create new Process that starts when “a record changes”.Check out the below video, or, if you prefer text instructions and screen shots, skip down to the next paragraph =) On November 4, 2016, I guest presented on Automation Hour to teach how to implement this solution using Process Builder or Flow. Learn more about Object Key Prefixes on this Salesforce help article and and this community post by Daniel Ballinger ( Automation Hour Webinar For example, IDs that start with 001 are for Accounts, and IDs that start with 003 are for Contacts, and IDs that start with 00Q are for Leads. And that something to help us is the 3 character object key prefix of the record IDs.Įvery record ID in Salesforce is a “smart id” and the first three characters tell us which object the ID relates to. So we need something to help us distinguish from one task to the other who or what the task relates to. Both the Related To (WhatId) and Name (WhoId) task fields can hold record IDs from different objects. For example, a lookup field to Account object only holds values of Account IDs. Unlike traditional lookup fields where the all values held in the field belong to a specific object type. How to Know Who or What a Task / Event Relates To The concept discussed can also be applied to the WhatId to make updates to Cases, Opportunities, Campaigns, etc. The purpose of this post is to determine how we can make field updates to the Contact or Lead of a Task when it is non-deterministic which object the WhoId field references. Name (WhoId) can either be a Contact or a Lead.For custom objects this must be enabled in the Setup page by selecting the Allow Activities option. For standard objects, this already includes Accounts, Opportunities, Campaigns, etc. Related To (WhatId) can be related to any object that allows activities.Tasks and Events (aka Activities) have two special lookup fields: Related To (WhatId) and Name (WhoId), which each are lookups to multiple objects (i.e. How Tasks / Events Relate To Other Records NOTE: If you have “Shared Activities” enabled in Setup | Activities | Activity Settings then please see my other post How to Update Leads or Contacts When Shared Activities Logged. Can I have logged activity update a Lead Status somehow (Flow? DLRS?) or is WhoID a special snowflake (aka bane of my existence) #askforce
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