Salesforce Activity WhatID & WhoID

Scenario:

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:

Activity2

 

How to bulk load activity with the relationship?

In the data loader field mapping, you will be able to see two fields:

activity

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.

activity3

For more information, refer here.

! Upsert whatId & whoId using Object External ID is not applicable.