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What is WhoId and WhatId in Salesforce?
WhoId is the term used in Salesforce for pointing out the things of people. so basically it would be a contact id or leading id. WhatId is the term used in Salesforce for pointing out the type of things or objects. So, basically, it can be the Id of account and opportunity.
How do you add actions to a lightning page?
Add quick actions to the case page layout.
- Click Mobile & Lightning Actions.
- Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and place the action where you want it to appear.
- Click Save.
How to add actions in Salesforce lightning experience?
You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions. This should be turned on by default when Lightning is enabled as activities are the base functionality used to track interactions.
How to manage tasks and events in Salesforce?
Update tasks. Work efficiently with calendar events. Identify two places from which you can send email in Lightning Experience. When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
How do you update activity in Salesforce trailhead?
As you review the list, you can update an activity. From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience.
What to do with a lead in Salesforce?
Connect with your coworkers to ask questions, seek advice, or provide information on the lead’s Chatter tab. The Chatter feed for the record also shows when you create activities. The lead’s status is an important indicator that helps you track where each lead is in your sales process.