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I've to check whether the WhoId value is Contact or Lead. If I convert WhoId to text then I can check if by standard object prefix like '003' for Contact. So is there any possible way to convert WhoId to Text in formula fields?

I tried with the formula:

IF( BEGINS(TEXT(WhoID), 003),'Contact','Lead' )

which produces the error:

Incorrect parameter type for function 'TEXT()'. Expected Number, Date, DateTime, Picklist, received Lookup(Contact,Lead)

  • 1
    Have you considered simply using Who.Type? Where are you consuming this data? – Adrian Larson Mar 6 '18 at 18:33
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Use WhoId rather than Who.Id. Don't wrap it in the TEXT function either. The value is an Id which behaves as text already. This formula passes a syntax check just fine:

CASE(
    LEFT(WhoId, 3),
    "003", "Contact",
    "00Q", "Lead",
    ""
)

Please note if you are trying to access this data via SOQL, you do not even need a formula. You can query or filter on Who.Type.

SELECT count() FROM Task WHERE Who.Type = 'Lead'

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