-
How can I relate Activity to a second object in Salesforce?
The activity has a 'related to' field that links it to an object of various types. I need to link each activity to a Campaign, but also to an Opportunity. However, Activity custom fields don't let me add a lookup relationship in Salesforce.
-
1 Reply
-
SFDC does not allow this currently. You cannot add lookup fields or junction objects to Tasks to enable what you want to do.
Workaround today include creating your own Task object and recreating Task functionality. This is how Milestones PM Application on AppExchange works.
Pros:
You can relate a Task to multiple Objects in the System. Gives you flexibility to cusotmize however you want within confines of Force.com. Formula Fields, Roll Up Summaries, etc.
Cons:
You lose ALL the special features of Activities like:
Outlook Integration Popups (Nag Boxes) for Task Reminders Activities History Rollups on Account Activity Archiving etc.
Log In to reply.
Popular Salesforce Blogs
Salesforce Process Builder: An awesome automation tool
Salesforce Process Builder is an automation tool that helps user to easily automate processes by providing a powerful and user-friendly visual representation of your business logic.…
The Future of Digital Communities: How Salesforce Community Cloud is Shaping Business Ecosystems
In today’s digital era, businesses are competing not only on the quality of their products and services but also on the experiences they deliver. With…
Campaigns in Salesforce - A Brief Guide
What is a Campaign? One of the most underutilized tools in the Salesforce toolbox is the campaign. A campaign functions almost like a folder or…
Popular Salesforce Videos
A Beginner's Guide to Getting Started with Salesforce APIs Using Postman
A Beginner's Guide to Getting Started with Salesforce APIs Using Postman - Create Connected Apps in Salesforce - Introducing Postman - Connect to Salesforce from…
Salesforce Admin Interview Questions And Answers For Freshers & Experienced
This Salesforce Admin Interview Questions and Answers video includes all the frequently asked Interview questions that give you an idea to crack your Salesforce Admin…
Campaigns in Salesforce | Salesforce Tutorial
Salesforce describes campaigns as “a marketing tactic (or series of tactics) that are designed to achieve specific goals such as increased revenue, leads, adoption, etc.”…
