Sometimes, you need to create a plan that tracks (counts events such as meetings or calls) for which you need to compensate sales reps. To do this, you usually map data fields from the Event object (Source object in Express mapping). However, in some cases, you also need fields from the Opportunity object.
While Event and Opportunity objects are related, the relationship is polymorphic. This means that the "Related To" field in Event can link to various objects, not just Opportunities, and Express does not support this type of relationship. Additionally, Salesforce doesn’t allow custom fields to be added directly to the Event object.
To work around this, you can use the Activity object, which extends Event. Although the Schema Builder doesn’t show a direct link between these objects, they are connected behind the scenes. By creating a lookup field in Activity that points to Opportunity, you can map the fields needed between Events and Opportunities. The relationship should be like in the following screenshot:
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