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

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1

I am looking to export Events and Tasks from one org 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.

Any pointers would be of great help

data-loader polymorphic

share

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Isn't any demonstrated effort required? This is just a work order.
  
  – Peter Mortensen
  28 mins ago
  
  
  

  
  
  
  

add a comment | 

1

I am looking to export Events and Tasks from one org 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.

Any pointers would be of great help

data-loader polymorphic

share

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Isn't any demonstrated effort required? This is just a work order.
  
  – Peter Mortensen
  28 mins ago
  
  
  

  
  
  
  

add a comment | 

I am looking to export Events and Tasks from one org 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.

Any pointers would be of great help

data-loader polymorphic

share

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

share

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

share

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

edited 5 hours ago

Ohana

5,068753134

edited 5 hours ago

Ohana

5,068753134

asked 9 hours ago

PradyPrady

6,6532490173

asked 9 hours ago

PradyPrady

6,6532490173

1 Answer
1

active

oldest

votes

5

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 8 hours ago

David Reed♦David Reed

44.2k82564

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  8 hours ago
  

  
  
  
  

add a comment | 

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5

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 8 hours ago

David Reed♦David Reed

44.2k82564

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  8 hours ago
  

  
  
  
  

add a comment | 

5

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 8 hours ago

David Reed♦David Reed

44.2k82564

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Really.. That's so exciting to hear.
  
  – Prady
  8 hours ago
  

  
  
  
  

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 8 hours ago

David Reed♦David Reed

44.2k82564

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 8 hours ago

David Reed♦David Reed

44.2k82564

answered 8 hours ago

David Reed♦David Reed

44.2k82564

answered 8 hours ago

David Reed♦David Reed

44.2k82564