Standard Objects That Behave Oddly

This article offers valuable information on standard objects in Salesforce that have unique characteristics, which are important to consider before configuring S-Docs on these objects.

---

Campaign

• By default, "Campaign Member Statuses" are not added to the Campaign object related list. Please make sure to add the "Campaign Member Statuses" into the Campaign Page Layout related list.

Campaign Member

• You cannot add any buttons.
• You cannot create an S-Docs record on it.
• There is no list view associated with it; therefore MassMerge will not work.
• You can only run Campaign Member on Campaign.
• Campaign Member doesn't allow you to attach files (No Notes & Attachments), and has no related lists. You need to create an AdditionalRelationship to Campaign and store documents there.

Quote

• This object must be enabled by a User.
• Standard object but is not "hooked up" in S-Docs out of the box. You will need to add it to SDoc Relationship and the Related to Type picklist just like a custom object.
• API name for Quote is without a space — it should be Quote.

Work Order

• Standard object but is not "hooked up" in S-Docs out of the box. You will need to add it to SDoc Relationship and the Related to Type picklist just like a custom object.
• API name for Work Order is without a space — it should be WorkOrder.

Event

• S-Docs related list cannot be added to the Events object.
• WhoId and WhatId are polymorphic (reference multiple objects). Use of these fields within a WHERE clause requires special formatting and handling.

Task

• Activity history is a "Task" object under the covers, but its visibility is controlled by the visibility to the parent.
• WhoId and WhatId are polymorphic (reference multiple objects). Use of these fields within a WHERE clause requires special formatting and handling.

Person Account

• Person Accounts introduce complexities in understanding relationship differences, specifically when trying to query this object.

GiftTransaction

• Is a standard object provided within the Nonprofit Success Pack (NPSP) for Salesforce.

The article 'https://dave-norris.medium.com/dynamic-soql-person-accounts-2cd43a552149' provides an in-depth exploration of dynamic SOQL querying specifically tailored for Person Accounts. It dives into various aspects of querying Person Accounts, highlighting nuances and considerations for handling relationship differences.