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Hiral Patel 25Hiral Patel 25 

3. What are some limitations when working with WhoId and WhatId in Salesforce? How can you work around those?

  1. What are some limitations when working with WhoId and WhatId in Salesforce? How can you work around those?
PriyaPriya (Salesforce Developers) 

Hi Hiral,

WhoID refers to people things.  So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things.  That would typically be an Account ID or an Opportunity ID

Kindly mark it as best answer if it helps you.

Regards,

Priya Ranjan
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Shuvam PatraShuvam Patra

WhoId and WhatId in Salesforce? Sure, they've got limitations. WhoId links to a Contact or Lead only, and WhatId to most objects, but not all (sorry, User and Lead). You're also limited to one WhoId and one WhatId per activity. And yes, they can be tricky in SOQL queries.

 

But you know what? There are workarounds. Need to link an activity with more than one contact or object? Try a junction object. Need more flexibility than WhoId and WhatId offer? Custom lookup fields could be your friend. And for those pesky polymorphic fields in SOQL, use the "TYPEOF" keyword if you can, or separate your queries.

 

Bottom line: Salesforce might have limitations, but it also gives you tools to work around them.
Kindly mark it as best answer if this helps you out.