Polymorphic lookup field in salesforce.
The Owner field represents the parent of the record.
Polymorphic lookup field in salesforce Configure a Lookup Field Most State Model base objects are related to other objects such as Accounts or Contacts. The ParentId field on the standard Account object Oct 22, 2024 · From the point of view of a long-time Salesforce. The WhatId field on the standard Event object B. The LeadId and ContactId fields on the standard Campaign Member object D. Jan 30, 2025 · In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. For example, the Who relationship field of a Task can be a Contact or a Lead. For more information, see fieldExpression syntax . Querying Polymorphic Relationships in Salesforce Jul 31, 2024 · Name can lookup to either Contacts or Leads, and Related To looks up to multiple standard objects by default (including Account, Opportunity, Case, and Campaign) as well as any custom object where Allow Activities is checked. In other words, the WhoId field of a task can contain the ID of either a contact or a lead. If a polymorphic field is included in a Custom Report Type, and a User doesn't have access to all the Objects referenced by it (User and Queue in the example above), then the field isn't visible for May 7, 2014 · If you need to grab fields via a relationship, you need to query for the fields from the relationships to actually get the value. Relationships for Polymorphic Fields. The same type of field is used for the Owner lookup of any record in Salesforce, where the Owner either can be a Group, a Queue, or a User. If you are using Asset, Contract, Quote, InsuranceClaim__c, or Application__c, lookup fields for these related objects, such as AccountId__c or ContactId__c, already exist. When the parent relationship is polymorphic, an input object following the naming convention <ObjectName>_<RelationshipName>_Filters is constructed and used as the filter type for that parent relationship. You can then, if you wish, use formula fields to pull in data from whichever lookup is populated. The ParentId field on the standard Account object C. For example, the Who relationship field of a Task can be a Contact or a Polymorphic Lookup: Choose a record coming from different objects in a polymorphic lookup. The polymorphic lookup field can make it difficult to pull reports with the information you want. And some of those relationship fields are polymorphic fields. It is called the Polymorphic lookup field. One approach is to filter your results using the Type qualifier. What is an example of a polymorphic lookup field in Salesforce? A. A polymorphic field is one where the related object might be one of several different types of objects. For example, the Who field in a Task can reference a Contact or a Lead, and the What field can point to an Account, Opportunity, or another object. WhatId – This field can reference objects such as Account, Opportunity, Case, or a custom object. Apr 20, 2024 · To set the parent object type for a polymorphic lookup field, concatenate the name of the SObject with the name of the lookup field using a '$' separator in your SOQL query. The WhatId field on the standard Event object Apr 9, 2023 · For example, a Lead or Case Owner can be either a User or a Queue record since the Lead Owner and Case Owner are both Lookup (User, Queue) fields. You would need to create two separate lookup fields, one to Account and one to Opportunity. This article explains how to query polymorphic relationship fields in Salesforce using What is Polymorphic SOQL in Salesforce? First, can we use a lookup field to store the information related to 2 different objects? Is it possible in Salesforce? Yes, absolutely, it is possible. This example queries Events that are related to an Account or Opportunity via the What field. You can then use a Map to assign the associated values. Aug 22, 2021 · What is an example of a polymorphic lookup field in Salesforce? A. If you do not believe me, then please navigate your object manager, select Task object, and select the fields and relationships. Examples of Polymorphic fields: WhoId – This field can refer to either a contact or a lead. A polymorphic field can refer to more than one type of object as a parent. A custom field, Link__c, on the standard Contact object that looks up to an Account or a Campaign B. , relate a child object to multiple parents’ objects. . An admin can’t create a custom polymorphic lookup field. Mar 10, 2019 · You cannot create your own polymorphic lookups in Salesforce. For example, the Who relationship field of a task can be a contact or a lead. com internal sysadmin: polymorphic relationships are a special type of Lookup Field that can't be created by end users as a Custom Field. Find polymorphic lookup fields in standard objects. When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many different objects. Dec 30, 2024 · They simplify relationships between objects by allowing a single field to point to different types of records. e. In this blog, A polymorphic relationship field in object being queried that can reference multiple object types. For example, either a contact or a lead can be the parent of a task. Dec 5, 2020 · As you might know, there is one magical lookup field on Events and Tasks that can be assigned to any SObject in your org, WhatId. For example, a case owner can be a Group or User object. Here is an example configuration that specifies Case as the parent type for ParentId of a FeedItem : Jan 19, 2025 · In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups. You can use SOQL queries that reference polymorphic fields in Apex to get results that depend on the object type referenced by the polymorphic field. Some fields are relationship fields, which means they can be used to get information about a related object. Dec 9, 2024 · In Salesforce, polymorphic relationships are pre-defined and cannot be created for custom objects. Now imagine a use case where a customer wants to connect one object with multiple objects – i. comparisonExpression: The comparison being made against the object type in the polymorphic relationship. Since a polymorphic field is more flexible, the syntax for the The Owner field represents the parent of the record. ibdj zlkn kvsf awzynx djy yhtqsk yqr jdm yqineb dsttww hvrgs wypve iqfst yiy qsyblvm