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How do I export activities related to an account with a specific recordtype?

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2

I am looking to export events and tasks from one organisation to another for all account records with a specific recordtype.

Is there a way I can query tasks and events which are related to accounts with a specific recordtype? This would include opportunities as well whose account recordtype will also be of specific recordtype.

data-loader polymorphic

share|improve this question

edited Jun 9 at 14:04

Peter Mortensen

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asked Jun 8 at 15:45

PradyPrady

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• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Isn't any demonstrated effort required? This is just a work order.
  
  – Peter Mortensen
  Jun 9 at 0:23
  
  

  
  
  
  

add a comment | 

2

I am looking to export events and tasks from one organisation to another for all account records with a specific recordtype.

Is there a way I can query tasks and events which are related to accounts with a specific recordtype? This would include opportunities as well whose account recordtype will also be of specific recordtype.

data-loader polymorphic

share|improve this question

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Isn't any demonstrated effort required? This is just a work order.
  
  – Peter Mortensen
  Jun 9 at 0:23
  
  

  
  
  
  

add a comment | 

I am looking to export events and tasks from one organisation to another for all account records with a specific recordtype.

Is there a way I can query tasks and events which are related to accounts with a specific recordtype? This would include opportunities as well whose account recordtype will also be of specific recordtype.

data-loader polymorphic

share|improve this question

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

share|improve this question

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

share|improve this question

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

edited Jun 9 at 14:04

Peter Mortensen

24711 silver badge77 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

asked Jun 8 at 15:45

PradyPrady

6,6602424 gold badges9191 silver badges173173 bronze badges

1 Answer
1

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8

You're in luck: you don't have to wait until Summer '19 hits your org, bringing with it Polymorphic SOQL, or use a subquery on WhatId, because you can query through the non-polymorphic AccountId relationship on the Task and Event objects:

SELECT Id FROM Task WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

Opportunities don't have any polymorphic relationships, so they're no more than an ordinary relationship query:

SELECT Id FROM Opportunity WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

share|improve this answer

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  Jun 8 at 16:13
  

  
  
  
  

add a comment | 

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8

You're in luck: you don't have to wait until Summer '19 hits your org, bringing with it Polymorphic SOQL, or use a subquery on WhatId, because you can query through the non-polymorphic AccountId relationship on the Task and Event objects:

SELECT Id FROM Task WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

Opportunities don't have any polymorphic relationships, so they're no more than an ordinary relationship query:

SELECT Id FROM Opportunity WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

share|improve this answer

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  Jun 8 at 16:13
  

  
  
  
  

add a comment | 

8

You're in luck: you don't have to wait until Summer '19 hits your org, bringing with it Polymorphic SOQL, or use a subquery on WhatId, because you can query through the non-polymorphic AccountId relationship on the Task and Event objects:

SELECT Id FROM Task WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

Opportunities don't have any polymorphic relationships, so they're no more than an ordinary relationship query:

SELECT Id FROM Opportunity WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

share|improve this answer

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  Jun 8 at 16:13
  

  
  
  
  

add a comment | 

You're in luck: you don't have to wait until Summer '19 hits your org, bringing with it Polymorphic SOQL, or use a subquery on WhatId, because you can query through the non-polymorphic AccountId relationship on the Task and Event objects:

SELECT Id FROM Task WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

Opportunities don't have any polymorphic relationships, so they're no more than an ordinary relationship query:

SELECT Id FROM Opportunity WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

share|improve this answer

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

SELECT Id FROM Task WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

SELECT Id FROM Opportunity WHERE Account.RecordType.DeveloperName = 'My_Record_Type'

share|improve this answer

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges

answered Jun 8 at 16:07

David Reed♦David Reed

45.5k88 gold badges2626 silver badges6565 bronze badges