An administrator at Northern Trail Outfitters has enabled Shared Activities ('Allow Users to Relate Multiple Contacts to Tasks and Events'). A sales executive logs a customer meeting event that involved 12 contacts from two partner organizations and assigned two internal sales reps as co-hosts. Which statement accurately describes how Salesforce processes and displays this Shared Activity?
- A single Event record is created with one primary Contact in the Name field, up to 50 total Contacts related to it, and the activity automatically displays on the Activity History of all related Contacts and their associated Accounts.Answer
- BSalesforce generates 12 distinct Event record copies, assigning one individual event copy to each related Contact to maintain separate activity metrics per Contact.
- CThe Related To (WhatId) field allows selecting up to 50 Accounts simultaneously so that the Event directly links to both partner Account records.
- DShared Activities requires assigning the Event to a shared Account Queue to enable multi-account record visibility across both partner organizations.
Answer
A single Event record is created with one primary Contact in the Name field, up to 50 total Contacts related to it, and the activity automatically displays on the Activity History of all related Contacts and their associated Accounts.
Enabling Shared Activities allows users to relate up to 50 Contacts to a single Task or Event. One Contact is designated as the primary Contact in the Name field. The event appears on the Activity Timeline for all related Contacts and automatically rolls up to their primary Accounts.
Step-by-Step Solution
Key Concept
Shared Activities Capabilities and Limits