Salesforce Activity WhatID & WhoID
Migrating data to activity task or event.
Creating a task or event from the front end, we are able to specify that this activity belongs to who or what account. ie:
How to bulk load activity with the relationship?
In the data loader field mapping, you will be able to see two fields:
These two fields are used to determine the ‘Name’ and ‘Related To’ field in task or event. So how do we map them?
- whatId = Account, Opportunity, Campaign, Case, or custom object
- whoId = Contact or Lead
Note: If whoId is related to lead, Salesforce does not allow the whatId field to contain any value.
For more information, refer here.
! Upsert whatId & whoId using Object External ID is not applicable.