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Who/What Id Autocomplete
Erol Toker avatar
Written by Erol Toker
Updated over 3 years ago

Every salesforce task can be linked to two objects:

  • WhoId: Contact of Lead

  • WhatId: Account, Oppt, Case, etc

The more specific the data, the better your analytics can be (for example, it is more precise to connect an activity to a specific Opportunity instead of the Account.

Most sales tools are inconsistent with their logging behavior -- for this reason, Truly's Salesforce package automatically attempts to correct missing data through Who/WhatId overrides.

How does it work?

The app follows this logic, in order

  • If a task is connected to no WhoId or WhatId => do nothing

  • If a task is connected to a WhatId only => do nothing

  • If a task is connect to a WhoId => automatically perform the following:

    • If a single open opportunity exists on the related Account=> set the WhatId to that opportunity

    • If multiple open opportunities exist and one is owned by the Task Assignee => set WhatId to that opportunity.

    • If the Task Assignee cannot be connected to any one of multiple open opportunities => set WhatId to the most recent opportunity.

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