Lesson: 06 | Task

Intro

In Salesforce, a Task is a record that represents a specific action that needs to be taken, such as a call, email, or meeting. A Task record contains information such as the subject, due date, status, and other relevant details.

Tasks are used in Salesforce to manage and track individual or team activities and to-do items. By creating a Task record in Salesforce, a business can assign and track specific actions that need to be taken, and ensure that they are completed in a timely manner.

In addition to standard fields, Salesforce allows businesses to customize Task records by adding custom fields, validation rules, and workflows. This customization allows businesses to capture specific information relevant to their business needs.

Tasks in Salesforce are often related to other objects in the platform, such as Contacts, Leads, Opportunities, and Cases. By associating these objects with a Task record, businesses can gain a complete view of their activities and interactions with customers.

Overall, Tasks are a key part of Salesforce's productivity and collaboration functionality, enabling businesses to manage and track their tasks and activities in a centralized, organized way. By using Tasks in Salesforce, businesses can increase their efficiency and productivity, and improve their overall performance.

Q&A

What is WhoID?

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.

What is WhatID?
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. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To ID.

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Lesson: 06 | Task

Intro

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Lesson: 06 | Task

Intro

Administrator Course