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Glyn Thomas 2 Reaalted Task to Case
Hi,
We use the task table in salesforce to log incoming calls. A case is then raised for any work to be carried out. I've exported both task and case out of salesforce into our warehouse. I'm trying to get from task to case by linking the records together. In some instances the case ID is logged in the WHATID column however this is very rarely done. I've heard it can be done through activity however that object is not exportable. Is there a way to conect task to case so I can link up my reporting?
Kind Regards
Glyn
We use the task table in salesforce to log incoming calls. A case is then raised for any work to be carried out. I've exported both task and case out of salesforce into our warehouse. I'm trying to get from task to case by linking the records together. In some instances the case ID is logged in the WHATID column however this is very rarely done. I've heard it can be done through activity however that object is not exportable. Is there a way to conect task to case so I can link up my reporting?
Kind Regards
Glyn
Greetings!
You need to use Event/Task Objects to update using the dataloader or any other tool to update the RelatedTo field.
Reference:https://trailblazers.salesforce.com/answers?id=9063A000000E0bTQAS
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri