Salesforce Platform Developer Practice Exam 2026 – All-in-One Guide to Ace Your Certification!

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When a Task is created for a Contact, how does a developer display it on the related Account record?

Create an Account formula field that displays the Task information.

Nothing. The Task is automatically displayed on the Account page.

When a Task is created for a Contact in Salesforce, it is automatically linked to the Contact. Since a Contact is related to an Account, any Task associated with a Contact will also be reflected on the related Account record. This built-in functionality of Salesforce ensures that users can see all tasks related to the Contacts them, enabling better tracking of activities and interactions.

This automatic linking does not require any additional configuration like creating formula fields or workflow rules. Moreover, it is important to note that Tasks can be seen from both the Contact record and the related Account record, providing a seamless experience when managing customer interactions.

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Create a Workflow Rule to relate the Task to the Contact's Account.

Nothing. The Task cannot be related to an Account and a Contact.

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