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Liam Lu 10 Tasks Related two objects
Hello
I am pretty new to salesforce. I am wondering am I able to related to two different objects in Task? Basically, if I create a task under my quote, I would like the task can be seen in the corresponding opportunity's task history as well in additional to the activity history under quote since quote has a relation with opportunity. I did a lot of searches but I did not find any helpful answer yet. Is there anyone can give me a hint on this, please? Thanks a lot in advance.
I am pretty new to salesforce. I am wondering am I able to related to two different objects in Task? Basically, if I create a task under my quote, I would like the task can be seen in the corresponding opportunity's task history as well in additional to the activity history under quote since quote has a relation with opportunity. I did a lot of searches but I did not find any helpful answer yet. Is there anyone can give me a hint on this, please? Thanks a lot in advance.
You are correct! You cannot associate a task with two objects. There is a special field on task- 'AccountId' which gets populated if the task is created on Asset, Case, Contract, Opportunity, Order.
For your particular scenario, I would suggest on creating a visualforce page to show tasks as a related list.
Please upvote and mark this answer as solved, if it helped you.
Cheers!
Ajinkya Deshmukh
For Tasks this will not be possible without having a unique task for each project. You can use APEX to automate this for you but you will have multiple tasks.
A can be assigned to one person (lead/contact) and/or one object (account, opportunity, custom object).
SFDC Help has a couple of nice articles to help you get started:
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/relationships_among_objects.htm
https://developer.salesforce.com/forums?id=906F0000000fzJLIAY
http://salesforce.stackexchange.com/questions/79777/multiple-many-to-many-relationships-on-same-custom-object
Kindly mark this as the best answer if it helps you.
Best Regards,
Nagendra.P