Polymorphic Fields
A polymorphic field is a field that has a relationship with more than one object. The Who Id and What Id fields of the Event object are examples of polymorphic relationships.
For example, the Related To field looks up to more than one object. When creating an event, the Related To (polymorphic) field displays a list of objects for which an event can be created.
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Note: Polymorphic fields are supported only for fields with API Names WhoId and WhatId.
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Polymorphic Fields on the Page Layout
The Data Source attribute is available in the Field Properties > General section when the polymorphic fields are added to the page layout. You can choose an object from the list of objects to define the reference field of the Data Source attribute.
For example, the Name ID and Related To ID with the API Names WhoId and WhatId respectively, have the Data Source attribute enabled in the following screen.
Polymorphic Fields on the SFM Mapping
The Polymorphic related fields are configured in the SFM Mapping. When the polymorphic field is selected for configuration, a new column to select the data source object is listed. The selected object is displayed within brackets on the target field.
For example, the Name Id (Contact) and Related To (Account) fields are mapped to the source objects Contact and Account in the following screen.
| | Note: In SFM mapping, the source and target can be a polymorphic field, but the related field of the source field cannot be a polymorphic field. |