Salesforce App Builder Practice Exam

To ensure tasks are associated correctly, which object would relate via the WhatID?

1. Accounts

2. Leads

3. Contacts

4. Assets

The correct answer is: Accounts

The WhatID field is used in Salesforce to associate tasks with specific records that are not user-related, thus linking tasks to objects that represent things or items within Salesforce. When choosing a proper object for WhatID, it is important to look at the standard types that commonly utilize this feature. Accounts are a primary object used in Salesforce that can be associated with a wide range of activities, including tasks. Linking tasks to accounts allows users to keep track of activities and follow-ups related to the organization's clients or prospective clients. Therefore, when a task is linked to an account, the WhatID reference can effectively relate the task to that specific account record. In contrast, while leads, contacts, and assets are also important objects in Salesforce, they do not serve the same broad purpose or functionality in the context of tasks. Leads typically relate to potential customers, whereas contacts are individual people associated with the accounts. Assets represent specific products or services owned by accounts but are less common for general task associations. Hence, the relationship of tasks through the WhatID field is most suitably exemplified by the Accounts object, facilitating better organization and tracking of activities pertinent to larger business relationships.