Newer Version Available
EventRelation
EventRelation allows a variable number of relationships and handles deleted events differently, depending on whether Shared Activities is enabled.
A non-recurring event can have up to 1,000 invitees. A recurring event can have up to 100 invitees.
- If Shared Activities Isn’t Enabled
-
- EventRelation records only represent invitees (contacts, users, and resources).
- An event can be related to one contact or lead.
- If Shared Activities Is Enabled
-
- EventRelation records can represent:
- Invitees (IsInvitee= is set to true)
OR
- Related contacts or lead (IsParent is set to true)
- Invitees (IsInvitee= is set to true)
- An event can be related to up to 50 contacts or one lead. These people may or may not be invitees. The number of allowed invitees is not affected by the number of related contacts. If a contact or lead is also an invitee, there is one EventRelation record for that person with IsInvitee and IsParent are set to true.
- An event can be related to a lead, contact, resource, account, or opportunity.
- An event can be related to a custom object that has the HasActivities attribute set to true.
- If you delete an event, then relations between the event and any specified contacts, leads, and other records are also deleted.
- If you delete the EventRelation record representing a relation then the corresponding relation field may be cleared on the event.
- If you delete the EventRelation record representing the WhoId on an event, then another Who, if any, from the event’s EventWhoIds field will be promoted to the WhoId.
- If you restore a deleted event, relations between the event and any specified contacts, leads, and records are also restored. The WhoId, WhatId, and AccountId field values are recalculated using the field values on EventRelation.
- EventRelation records can represent:
Whether or not Shared Activities is enabled, an event can be related to one other kind of record, such as an account, an opportunity, or a custom object.
Supported Calls
create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()
Fields
| Field | Details |
|---|---|
| AccountId |
|
| EventId |
|
| IsDeleted |
|
| IsInvitee |
|
| IsParent |
|
| IsWhat |
|
| RelationId |
|
| RespondedDate |
|
| Response |
|
| Status |
|
Usage
- Invitee related lists display slightly different content. In the Salesforce
mobile app, the invitee related list includes invitees only, whereas in the full
site, it also includes the event owner. To reproduce the full site functionality
in the Salesforce mobile app, use the following API queries.
If you use Shared Activities in your Salesforce org, use this query:
where Event_Id is the child event’s ID.
If you don’t use Shared Activities, use this query:
These queries get the main event’s relations and display them for the given child event. To further filter the results, add a WHERE clause.
- Assigning resource attendance status
- You can add a resource to an event only when the resource is available. The only attendance status that can be assigned to resources is Accepted. Events can’t be saved when resources you’ve added aren’t available.
- Create an invitee if Shared Activities is enabled (or during the process of enabling it or rolling back)
- If the invitee is already a contact or lead, update IsInvitee to true.
- If the invitee is not already a contact or lead, create an EventRelation object for the invitee with IsInvitee set to true.
- Create an invitee if Shared Activities is not enabled
- Create an EventRelation object for the invitee.
- Insert a contact or lead relation
-
- Determine what events a given invitee is attending
- To determine all the events that a particular person is attending during a given time period (for example, next week), you can have a client application query the Event object for a given date range, iterate through the results, and, for each event, query the EventRelation object to determine whether the particular person (RelationId) has accepted an invitation to that event.
- Insert an invitee relation
-
If isParent, isWhat and IsInvitee are not set, and RelationId is a contact, lead, user, or calendar, IsInvitee defaults to true. This means if an EventRelation isn’t specifically inserted as a relation to a contact or lead, it’s treated as an Invitee relation by default.
- Query relations to a contact or a lead
-
- Query invitee relations
-
- Update an invitee relation to a contact or lead invitee relation
-
- Update a contact or lead relation to a contact or lead invitee relation
-
- Reproduce invitee related list functionality in the Salesforce mobile app
- Invitee related lists display slightly different content in the Salesforce
mobile app and the full site. In the app, the invitee related list includes
invitees only, whereas in the full site, it also includes the event
owner.
If you use Shared Activities in your Salesforce org, use the following query to reproduce the full site functionality in the Salesforce mobile app:
where Event_Id is the child event’s ID.
If you don’t use Shared Activities, use this query:
These queries get the main event’s relations and display them for the given child event. To further filter the results, add a WHERE clause.
- Send email notifications
- To send email notifications for a given event, query EventRelation for the event, iterate through the list, examine the status, and send email notifications to every person who accepted the invitation.
- Syncing Events with Lightning Sync
- Attendee statuses (Accepted or Maybe, Declined, or No Response) sync from Microsoft® Exchange or Google to Salesforce, but not from Salesforce to Exchange or Google. Be wary of creating API flows that update attendee status in Salesforce for users set up to sync both ways. Eventually the original Exchange or Google status overrides the update made in Salesforce.
Associated Objects
This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.
- EventRelationChangeEvent (API version 44.0)
- Change events are available for the object.