Card #2567 · Salesforce AppExchange
Inability to relate activities to both Lead and Account simultaneously
We are unable to link tasks and events to both a lead and an account at the same time. Attempting to set the WhoId as a lead and the WhatId as an account results in an error, making it difficult to view lead-related activities on the account record page.
Pain score
0.56/ 1.00 · weighted product of four components
Reach0.50distinct authors (log-normalized)
Recency0.76freshness decay, half-life months
Engagement0.77upvotes + comments, normalized
Monetization0.50willingness-to-pay cues in evidence
§ Evidence — 1 verified quote
Activity such as task and event have a limitation when activities are related to lead they cannot be related to an account? If we put whoid as lead id and what id as account id we get error.
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