Questions related to Salesforce.com Tasks/Events.

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3
votes
2answers
16 views

Is it possible within a formula field to test whether a Lead has open activities?

I am writing "Priority Score" formula field to help our reps prioritize leads, which outputs a number. If a lead has no open activities I want to give it a higher score; is it possible to evaluate ...
0
votes
0answers
23 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
0
votes
0answers
14 views

Activity Report that Ignores Marketo

I have a team of account managers that are responsible for reaching out to all of their respective clients every 2 weeks. On the 1st and 15th of the month, we run a report to see who has reached out ...
2
votes
1answer
27 views

How can I save an email to a Case?

We have a requirement to use an email template to reply to a Case, save the email in the Case's Activity History, and update the Case's status. I have the email being sent and the status updating, but ...
2
votes
0answers
34 views

How can I create a trigger for when a lead has activity?

When a lead has activity and the lead status is new, that it prompts the user to change to lead status to open.
0
votes
1answer
30 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...
1
vote
1answer
48 views

What are the SOQL queries for the actvityHistory and OpenActivity Related lists?

Does anyone know what soql queries you would run on Task and Event equivalent to what salesforce uses to generate the Activity History and Open Activities related lists. The OpenActivity and ...
3
votes
1answer
46 views

Counting Activities (Open/Closed Tasks and Open/Closed Events) Compile Error: expecting a colon, found 'system.now'

Issue: Below is a part of my class for updating Activity Count fields. I want to only select the id's from closed Tasks and also closed Events. I have no clue why my two lists below give me the ...
0
votes
1answer
44 views

Is it possible now to add inline VF page in Standard New/Edit page layout .

Is it possible now to add inline VF page in Standard New/Edit page layout . I need to add a VF page in standard New/Edit page of Task and Event.Can anyone please help me here. Thanks
1
vote
2answers
89 views

how to track time spent in creating a Task record in salesforce against a case

My requirement is to find out how much time is being spent by sales rep while working on cases . So I need to track how much time is being spent by sales rep in creating a task record against the ...
0
votes
2answers
136 views

Apex Code to create recurring event salesforce

Can anyone provide me sample apex code to create recurring event in salesforce. I am using below code: Event newEvent = new Event(); newEvent.OwnerId = '023170000004yO9AAI'; newEvent.Subject ...
0
votes
1answer
125 views

Remove or Hide New task/New Event button from Activity List View

I need to remove or hide New task/New Event button from the standard Activity List View. I want to show users the list view but do not want any user to create a Task/Event from that view. Is there any ...
1
vote
2answers
146 views

Getting Object type not accessible error

Since today morning i am getting following error whenever i try to open any opportunity. Object type not accessible. Please check permissions and make sure the object is not in development mode: ...
4
votes
1answer
94 views

Why are calls “Tasks” and not “Events”?

Is there a reason that the generic Salesforce model makes phone calls "Tasks" and not "Events"? It seems like calls have start times and end times just like Events. What advantage does not having ...
3
votes
1answer
100 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
1
vote
2answers
75 views

Distinguish Activities WhatId, Whether it's Lead Id or Opportunity Id

I'm pulling the tasks table out of SFDC into another internal company system, where one fk column can only reference one foreign table. So I need to distinguish whether a task row's WhatId corresponds ...
1
vote
1answer
45 views

Get ActivityId From SingleEmailMessage

When sending a SingleEmailMessage from apex to a Contact, activities are automatically created for that Contact. I also want to log an activity on records that are related to this email. I can't use a ...
1
vote
1answer
95 views

Count Activity History

Map<Id, Integer> mapActivityHistoryCountToCase = new Map<Id, Integer>(); for( Case caseObj : [SELECT count(SELECT ID FROM ActivityHistories) countActivity ...
2
votes
2answers
58 views

How can we get the list of all activitites on case?

I have to get the open activities, closed activities on case objects. I am having no idea how to get started with it. Can someone guide me on that. I know that we have Activities History and Open ...
1
vote
1answer
70 views

List of Journey Builder Activities on production account

Can you provide us a screenshot or list of Jouner Builder Activities? We need to know full functionality of production account in order to know what do we need to develop... Currently, our development ...
1
vote
1answer
226 views

Creating a tab for the Activities tab in Salesforce 1

I i want to create a tab for activity tab. Is it possible to create by customization or i need to create it using VF page. Requirement: I want to display the activity tab on salesforce1 app. Please ...
3
votes
2answers
81 views

Send an Email from Task: Why does the To field picklist sometimes show up?

When I click "Send an Email" from an Activity History Related List from a custom object record, sometimes a picklist appears next to the "To" lookup field. Why does it appear when I select some ...
0
votes
1answer
72 views

Unable to load ActivityHistory for shared activities in APEX

I'm using APEX to load ActivityHistory records for Contacts. However, in an org using shared activities I find that my query only returns records for which a contact is the primary 'WhoId' -- not the ...
0
votes
0answers
527 views

How to insert Activity History record after sending an email

I cannot create a new Activity History record when using message.setSaveAsActivity(true); so i added mail.setTargetObjectId(con.id); its working fine. but actual issue is when i am sending mail ...
1
vote
0answers
20 views

We want to model events and staff (contacts) such that we can store prep hours for each staff member at the event

We have created a custom object to store the hours, but it seems that the ability to related Activities (Events in this case) to custom objects is limited or disabled. We are willing to write custom ...
3
votes
1answer
1k views

Trigger on Task/Activity - can you access Activity?

I need to have a trigger that updates a date on the contact based on whether a task was created with two specific dispositions (Call_Disposition__c is a custom field on the Activity). Since the field ...
1
vote
1answer
83 views

Migrate custom field in Activity object

I've added a custom field to the Activities object which I'm trying to migrate data into using the Data Loader on the Event sub-object. However, when I'm creating the map for loading, I do not see my ...
4
votes
2answers
486 views

Junction Object to create many to many relationship between Tasks and Accounts?

I need to create a many to many relationship between Tasks and Accounts. The goal here is to relate many Accounts to a single Task - and also be able to report on this cleanly - ex: "User(assignedTo) ...
2
votes
1answer
96 views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
1
vote
1answer
113 views

How to get list of Contacts which have at least 1 Event in APEX SOQL?

How can I get a list of Contacts which ahve at least 1 Event created for them in a specified time period? select Id, Name from Contact where ID IN (Select WhoID from Event where ActivityDate >= ...
2
votes
2answers
129 views

Sharing Activities Programmatically

Can Activities be shared programmatically? They don't seem to have a share object associated to them? Can programmatic sharing of Activities be achieved without a Share object?
3
votes
1answer
40 views

How to distinguish activity on an account?

We have 2 workflows that collide: Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months. Marketing team are sending mass emails through campaigns etc, to the ...
2
votes
0answers
626 views

Salesforce1 possible bug related lists?

I noticed something strange with the "Open Activities" related list in Salesforce1. In Salesforce1, it's not showing the open activities while in the regular Salesforce, the activities are showing ...
1
vote
1answer
59 views

Creating task in feed

From salesforce help we can create task in feed.But I don't see an option to create it.Can someone help me.
10
votes
2answers
767 views

Insufficient Privileges when trying to view all Activity History

The Problem We're experiencing a problem where users are getting an "Insufficient Privileges" message when using an <apex:commandButton> to view Activity History. The users are the Lead owners. ...
1
vote
1answer
276 views

Activity history report

I have a report that provides a count of activities by sales rep. I need to modify this report to count only one record per account/company. In short, our reps are required to make X number of calls ...
4
votes
1answer
307 views

Creating a Task and staying on the detail page for that task (not navigating elsewhere)

When you click the New Task or Log A Call button from the Open Activities or Activity History related list on e.g. an Opportunity, you're taken to the regular ...
5
votes
3answers
1k views

Messaging.sendEmail fails with TargetObjectId, WhatId, and SaveAsActivity

I'm trying to send email from Apex using a VF Email Template. The <messaging:emailTemplate> tag in the template specifies recipientType='contact' relatedToType='MyCustomObj__c'. I'm using code ...
1
vote
1answer
473 views

Determine activity type (completed) on Lead object

I have a custom field on task and event called Type with values as Call, Voicemail, Email.. I have a custom field on lead object, called last activity type. Now I want to populate this field on the ...
2
votes
1answer
333 views

Why isn't the “Add Email” feature working with my updated E-mail address?

I changed E-mail addresses, and my new E-mail address was updated in Salesforce. Now, when using the "send and add (E-mail)" feature in Outlook, I get the following error message: "This message was ...
5
votes
1answer
2k views

Uploading Activity data to Salesforce

As part of a migration from Siebel to Salesforce, we need to migrate activities. Can you help me complete a list of items we need to take into consideration ? Also, please do add more details to any ...
1
vote
1answer
99 views

assigning multiple users to a task errors

I'm not sure how this feature of SF is supposed to behave. I want to be able to add multiple users to the task, specifically when i want to lookup and add a user with one last name THEN do a lookup ...
5
votes
1answer
180 views

How to get web-2-lead description text to activity?

Salesforce is very good and consistent in logging all kind of communication with users from lead to paying customer. It is great to see all activities, be they mails, call logs or meeting notes. ...
1
vote
0answers
128 views

Ugly format of Email generated by EmailTemplate saved as Activity

I have written some code that sends an email based on an HTML based email template to contacts and stores a copy of the email as an activity. I noticed that the content of said email in the activity ...
3
votes
1answer
753 views

How can I filter activities by record type?

Issue How can I filter the ActivityHistories sub-query by record type? When I use record type in the query it's saying the field isn't valid. Background I'm doing a custom last activity date for a ...
7
votes
3answers
1k views

Event record type selection is bypassed from Activities list view

I have two Event record types specified. When I create an Event from the Home tab via the New Event button or when I create an Event directly on a record (e.g., an Opportunity) via the New Event ...
5
votes
2answers
422 views

Why are the results returned using a subquery different than when querying Tasks directly?

I am running the code below in a Task trigger. The subquery on Account returns 0 rows, but the direct Task query returns 1 row; there should be 1 row. Can someone explain why this could be ...
1
vote
3answers
588 views

Event Meeting Request functionlity but without sending the invite

I want to plan an event and know when some people are available so I do not want to send the invite out, I just want to add their availability. Is it possible to have the availability of event ...
2
votes
1answer
307 views

Can we write triggers on openactivities

I have a need where i need to update a field in account with the latest activity date. I can write triggers on events and task but when there is a email activity which is logged in as activity i need ...
2
votes
1answer
254 views

Can I generate a report of all the logged calls within the leads tab for a specific date range?

I am only able to generate lead reports to view events and tasks. How do I get around this?