Data Loader - Connect Activity/Tasks to Quotes?

Question

I'm Data Loading from Org to Org.

Accounts, Contacts, Opportunities, Leads, Activities, Products, Price Books, and Quotes are all complete.

I just finished Quotes.

Activities/Tasks are showing on the Account.

How do I connect Activity/Tasks to Quotes?

Thanks

Answer 1

Unless you are using a custom field, the Task/Event's "WhatId" field is polymorphic and can contain ids for Accounts, Opportunities. Here's the quote from the documentation:

The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To ID.

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_task.htm

So a Task whose WhatId begins with '0Q0' is a Quote task.

Lastly, you can't use the "showing on Account" in the screen view as a good indicator. I forget whether it's Lightning or Classic, but one of them "rolls up" certain tasks to display on the Account even if the Task is on certain child records.

Answer 2

look at your schema. If tasks are not a child of Quotes then they can't be done unless you map it. I would imagine it would be easier to have them on the opportunity instead of the quote just so you don't have to search each quote for notes but I don't know your specific use case.

Schema Builder - https://help.salesforce.com/articleView?id=schema_builder.htm&type=5