WhoId vs. WhatId in Salesforce A Quick Guide

WhoId vs. WhatId in Salesforce A Quick Guide

In Salesforce, WhoId and WhatId help relate Tasks and Events to other records:

WhoId → Refers to people (Lead or Contact).

WhatId → Refers to objects (Account, Opportunity, Case, Campaign, or Custom Object).

🔹 Example: Assign a follow-up task to a Contact (WhoId) about an Opportunity (WhatId).

These fields ensure seamless activity tracking across Salesforce. 🚀

Comments are closed.

100% FREE Salesforce Consultation
Testimonial
Request for call back