-
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
Queueable Apex in Salesforce - Concept to Implementations
INTRODUCTION Queueable Apex is an apex code that runs Asynchronously like a future method. Here the term Asynchronous means running in the background . Queueable…
Salesforce AI + Data : Transforming Business
In today’s hyper-connected digital landscape, the fusion of AI and data is driving the next wave of business transformation. Salesforce, the world’s leading CRM platform,…
Salesforce Marketing Cloud: Definition, Products, and Advantages
Businesses rely on a plethora of tools to boost brand visibility and customer experience (CX). From pre-sales to post-sales practices, teams use multiple marketing solutions…
Popular Salesforce Videos
Salesforce CPQ Bundles - Why You Need Them and How to Create a Bundle
Salesforce CPQ stands for Configure, Price, and Quote. This tool simplifies the whole process of configuring product bundles, pricing them, and generating quotes for customers.…
What Is The Approximate Salary A Fresher Can Expect In The Indian Market Of Salesforce?
Wondering what is the approximate salary a fresher can expect in the Indian market of Salesforce? Join this useful group for Salesforce job & career…
Getting Started With Business Analysis | Scrum Development Model | Salesforce Tutorial
Learn all about AGILE software development and the scrum development model. 1. Introduction To AGILE Get a brief definition of AGILE and its different modules.…
