Activities

In this section, we will look at the capabilities of Sales Cloud for capturing and managing sales activities such as calls and meetings. Then, we’ll explore some key considerations and what happens in practice.

Sales Cloud capabilities

In Salesforce, “activities” is a collective term that’s used for Task and Event objects. Unlike other standard Objects, these two Objects have two polymorphic relationship fields – WhoId and WhatId. This allows these records to be related to different types of Objects via the one relationship field – for example, either the Opportunity or Account. This very flexible type of relationship field is not available to create in Setup as a custom field.

To create custom fields for the Task and Event Objects, you need to create them on the Activities Object. By default, Task and Events that are related to Contacts also appear on the Activity Timeline of the Contact’s Account. This automatic...