Excel Add-In for Salesforce

Build 25.0.9434

Task

Represents user tasks, such as follow-ups and reminders, that track activities within Salesforce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier for the task record.

WhoId String False

Identifier of the contact or lead related to this task.

WhoIdType String False

Specifies the type of the 'WhoId' polymorphic field to use in the statement.

WhoIdExternalFieldName String False

Specifies the external field name of the 'WhoId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement

WhatId String False

Identifier of the related object, such as an opportunity, account, or custom object.

WhatIdType String False

Specifies the type of the 'WhatId' polymorphic field to use in the statement.

WhatIdExternalFieldName String False

Specifies the external field name of the 'WhatId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement

Subject String False

Brief description or title of the task, typically indicating its purpose.

ActivityDate Date False

Due date for the task; does not include a time component.

Status String False

Current status of the task, such as Not Started, Completed, or In Progress.

Priority String False

Priority level of the task, such as High, Normal, or Low.

IsHighPriority Bool True

Indicates whether the record has the HighPriority characteristic.

OwnerId String False

Identifier of the user or queue to whom the task is assigned.

OwnerIdType String False

Specifies the type of the 'OwnerId' polymorphic field to use in the statement.

OwnerIdExternalFieldName String False

Specifies the external field name of the 'OwnerId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement

Description String False

Detailed notes or instructions related to the task.

CurrencyIsoCode String False

ISO code for the currency in which the revenue amount is expressed.

IsDeleted Bool True

Indicates whether the task has been deleted from the system.

AccountId String True

Account.Id

Identifier of the account associated with the task, typically inferred from the related contact.

IsClosed Bool True

Indicates whether the task has been marked as completed or closed.

CreatedDate Datetime True

Date and time when the task was created.

CreatedById String True

User.Id

Identifier of the user who created the task.

LastModifiedById String True

User.Id

Identifier of the user who last updated the task.

IsArchived Bool True

Indicates whether the task has been archived as part of a historical activity process.

CallDurationInSeconds Int False

Length of the associated call, in seconds, if the task is a logged call.

CallType String False

Type of call, such as Inbound or Outbound, if the task represents a call.

CallDisposition String False

Outcome or result of the call, such as Left Voicemail or Completed.

CallObject String False

Identifier for the telephony system object associated with the call task.

ReminderDateTime Datetime False

Date and time when a reminder notification should be sent for this task.

IsReminderSet Bool False

Indicates whether a reminder is set for this task.

RecurrenceActivityId String True

Task.Id

Identifier of the master task record for a recurring task series.

IsRecurrence Bool False

Indicates whether the task is part of a recurring task series.

RecurrenceStartDateOnly Date False

Start date of the recurring task series.

RecurrenceEndDateOnly Date False

End date of the recurring task series.

RecurrenceTimeZoneSidKey String False

Time zone used to schedule the recurring task series.

RecurrenceType String False

Pattern of recurrence, such as Daily, Weekly, or Monthly.

RecurrenceInterval Int False

Frequency of the recurrence, such as every 2 days or every 3 weeks.

RecurrenceDayOfWeekMask Int False

Bitmask representing the days of the week on which the task recurs.

RecurrenceDayOfMonth Int False

Specific day of the month on which the task recurs, if applicable.

RecurrenceInstance String False

Instance of the recurrence, such as First, Second, or Last (used for monthly patterns).

RecurrenceMonthOfYear String False

Month of the year in which the task recurs, used for annual recurrence patterns.

RecurrenceRegeneratedType String False

Type classification for RecurrenceRegenerated.

TaskSubtype String False

Type classification for TaskSub.

CompletedDateTime Datetime True

Field containing CompletedDateTime information.

SOQL String False

Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query.

ExternalIdColumn String False

Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called.

FilterScope String False

Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team.

SystemModstamp Datetime True

System-generated timestamp indicating the most recent change to the task.

LastModifiedDate Datetime True

Date and time when the task was last modified.

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Build 25.0.9434