Questions related to Salesforce.com Tasks/Events.

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1answer
17 views

Activity History and Open Activities using REST

So, I've been trying to implement the below link using REST's Query and QueryAll call; https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_activityhistory.htm This in ...
0
votes
0answers
13 views

Creating Activities and Tasks due in x minutes on Leads

I have a system whereby when a lead is created, there should be a task assigned to the lead owner due in this instance due 7 minutes after the lead is created. This is to give the user 7 minutes to ...
0
votes
1answer
16 views

Copy Last Activity Details to Account without Trigger?

Is it possible to copy additional details of the last activity that happened on an Account (or any of its Contacts) to fields on the Account? I know there's the Last Activity field that shows the date ...
0
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2answers
14 views

Filter contacts when sending an email from Account

When we "Task: Send an Email" from an account record, the account is set by default, but one must select a contact to send to. Problem is, the lookup shows contacts from other accounts, so it is easy ...
3
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3answers
25 views

Many to Many relationship between Activities and Custom object

I have a business need to create many to many relationship between Activities and a custom object by means of a junction object. Can this be done?
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0answers
10 views

Log emails sent thru Gmail2SF on Opportunity

My business case is: Opportunities are created from an automated external system callout An email field on the opportunity is populated Users should be able to click the Gmail link and send (which ...
-1
votes
1answer
17 views

modified date or create date modification on Task import using DataLoader

I am having an issue importing Task using Dataloader. When I import it creates a new CreateDate per task imported. Can the CreateDate be modified to its original create date?
0
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0answers
15 views

Journey Builder Custom Activity not receiving inArguments

I've been using the hello world example for custom journey builder apps found here: JB Hello world I was able to get the app up and running on Heroku. Additionally, I was able to setup a journey and ...
0
votes
1answer
63 views

Open new window when clicking Log a Call on the Activity History related list

I had created a Visualforce page with an Activity History related list but it doesn't pop to a new window, after clicking log a call. Please let me know how can I make this happen. My issue is ...
0
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0answers
9 views

Upcoming activities reminder

I would like to send reminders to users when they have an upcoming activity in x days. Also, i would like to send a reminder when an account is innactive for a certain period. Options I have ...
4
votes
0answers
46 views

SOQL Error Only When Accessing Lead.Address Standard Compound Address Field From WorkFlow Triggered Task Insert

I've added a section of code to our task trigger that retrieves two sets of address fields from the lead or contact the task is being made on - see below-. private static void ...
1
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0answers
22 views

Task Record Type Compact Layout not Displaying as Expected in Publisher Feed

I have built an Object-Specific Action on Contact that creates a Task of record type "Payment Entry Task". The action successfully creates the task, and the task is of the correct record type. But, ...
1
vote
1answer
43 views

How to access date fields of ActivityHistories and OpenActivities

I have a SOQL query to retrieve the date values but I am unable to set the fields. Where am I going wrong? This trigger is still in progress. trigger AccountActivityDateRollUp on Account (before ...
0
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0answers
41 views

How to count activities when a Lead is converted

Is there a way to count the activities when a LEad is already converted. I could create a report when the leads are converted by adding isConverted is true. However is there a way to count the ...
1
vote
1answer
32 views

Can a Custom Object be parent to Contact records?

I am contemplating how to create a custom object to hold account information and then associate the related contacts to this custom account object. Can contact records be re-parented or related to ...
-1
votes
1answer
203 views

SOQL query all tasks and events with opportunities and any connected campaigns

I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...
2
votes
1answer
31 views

Query First Task On An Account Using AccountID

I am trying to write a SOQL query that will return the first task that was completed on an account. SELECT Id, ( SELECT id, subject, type, CreatedDate from Tasks WHERE TYPE IN ('Phone Call', 'Email') ...
0
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0answers
17 views

Salesforce suggested Workflow to allow inclusion of Activity type in Report not working

I am trying to create a report on Activities that includes the Activity Type. I am following these instructions, as apparently this can't be done out of the box. ...
0
votes
1answer
14 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
1
vote
0answers
291 views

Lookup Field on Custom Object related to Activity (Task) (aka create a related list on Activities/Tasks)

This question seems to have been also asked here: Tasks and events custom related list with no resolution. I have the ZenKraft Shipmate UPS package installed in my organization, and I'm looking to ...
1
vote
1answer
51 views

Logic in Custom Activity Button

I want to create a single button to add to the Activity History related list on both leads and contacts. I've created the following button but am getting an error: {!IF( Lead.Id != "", ...
1
vote
1answer
71 views

Unable to filter out blank fields

I've read many topics, but still couldn't solve this problem: I need to create a report that shows number of activities on each account total AND also shows accounts with no activity at all. The ...
0
votes
0answers
33 views

How to display custom fields from Leads and Contact on a activities report?

Goal: I'm trying to create an activities (Tasks and Events) report that will display custom fields from the Lead object, and a standard field (MailingAddress) from the Contact object. I will need all ...
1
vote
1answer
124 views

How to insert Salesforce Activity History contents into custom field of a Contact?

I am using Gmail, Salesforce integration app, using which I can save an interested mail into Salesforce Activity History of a Contact. Now, as soon as I receive the activity history, I want to save ...
1
vote
0answers
20 views

Distinguish between Log a Call and normal Task

I am trying to distinguish when we create a task using "Log a Call" vs when I create a normal task for suppose a Lead record. Currently I am not able to find any way to distinguish between these two. ...
1
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0answers
74 views

send-email option from activity history; How to populate contacts list view on custom object record?

How could I populate the contacts list view for a custom object record when I click the CC link on send-email page from a activity history related list? I am able to see that list view on Accounts but ...
1
vote
2answers
46 views

Set activity “Type” upon a quick Action on Case

On Case Feed Layout, there are couple of QuickActions - such as "Email", Log-a-call, Log an Activity. When i send an email (or log a call, or log an activity) using these actions, i can see it ...
2
votes
1answer
27 views

Formula Field Count of ActivityHistories

I have a custom object with Activities enabled, as such it has the child relationship ActivityHistories - I wanted to show a count() of the related Activities associated w/ each object of a certain ...
0
votes
1answer
73 views

Create Dashboard to track Target Activities

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
1
vote
2answers
73 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
3
votes
1answer
97 views

Rename standard field on Task

How to rename Call Result standard field on Task object.I don't see this field under Rename tabs and fields -> Tasks or Rename tabs and fields -->Activities.
4
votes
1answer
72 views

Can you create a Lookup to a Task?

I do not see Task/Activity/Event as an option for a Lookup on my custom Lookup on the Case object. I know Tasks are treated differently than other object but I cannot find any documentation stating ...
1
vote
0answers
36 views

Custom Lookup on Activity Not Found in Apex

I have the beta version of the ability to create custom lookup fields on activities enabled. So when I create a look up field to Account I would expect to see 3 relationships to account: AccountID, ...
1
vote
1answer
69 views

How to deal with Activities in a Case Hierarchy?

Let's consider a Case in the service sense of the word - a caller calls up with a situation ("My printer's broken."). Now, maybe the caller calls up about more than one situation ("My printer's ...
1
vote
1answer
100 views

Custom Open Activities Inline Vf page with sort functionality

As we cannot sort open activities but on Go to List link page we can sort on any field ( Go To link appears if there are more than 5 records..this is standard functionality) .so I've built a custom ...
1
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0answers
8 views

Some Contacts not appearing in “Select Contacts” tool for Shared Activities

Some of my users are complaining about certain contacts not showing up in the Contact search when Shared Activities is enabled. The one contact I can reliably duplicate this bug with is a contact ...
0
votes
1answer
32 views

Transfer of Accounts and its related information

I need to transfer like 2000-3000 accounts from X to Y. I should also transfer its related contacts, tasks, activities and everything that is present on the account. These accounts don't have any ...
0
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0answers
147 views

Logging Click to Dial Activities

I was wondering if there is a way to intercept "click to dial" event on SalesForce and possibly track this event with an Activity. My idea was to intercept click to dial with a Visualforce or ...
1
vote
2answers
101 views

Public Calendar Events doesn't show up as Open Activities against related record

We have a public calendar event with WhoId as Contact and WhatId as Custom Object.But it doesn't seems to be linked to Contact or Custom Object via Open Activities.Any Idea ?
2
votes
1answer
364 views

setsaveasActivity

I am trying to send an email to Order Contact and Order Owner and saving it as Completed Task(Activity History) against Order but Sent Email is saved against Contact's Activity History.How to save it ...
3
votes
1answer
196 views

Auto-populate custom Activity/Task field with Contact field value

I'm just getting my feet wet in regards to Salesforce in general, but specifically with Apex programming (still an undergraduate student). We added some custom fields to the Activities object that ...
1
vote
2answers
353 views

Updating WhatId on Activity when Opportunity is Created

Here's something that I'm trying to do which I feel as though I've made it 75% of the way through. Right now let's assume I have the ability to generate an opportunity when a certain action is ...
4
votes
1answer
154 views

Unable to edit Public Calendar Event

One of the user is not able to edit some of the public calendar events. Here is the error message when the user is trying to edit the event. Insufficient Privileges You do not have the level ...
5
votes
3answers
201 views

Analytics: how to use Activity (Task / Event) in a Dataset?

I'm setting up Analytics / Salesforce Wave and trying to report on Events. The use case here is these Event records are used as a mechanism for logging billable hours. Unfortunately, I can't see any ...
1
vote
1answer
30 views

Activity Sharing

We have Activity object with OWD as private .. Accounts & Contacts with OWD as public ... Now the question I have is if I create a task under Account/Contact will the created task inherit the OWD ...
1
vote
0answers
27 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
3
votes
1answer
100 views

How to unarchive activities?

There is a standard behavior of the platform to archive activities if certain conditions are met Events due more than 365 days ago Closed tasks due more than 365 days ago Closed tasks created more ...
1
vote
1answer
196 views

Can someone explain how Salesforce works with CTI? (Avaya)

I have a client who has Salesforce and uses an Avaya switch to run their call center. They enter in random call information into this old legacy program called Omni and once a week they manually ...
1
vote
1answer
90 views

How to create a Custom Split Activity

I would like to know where I can find any documentation about how to configure the "config.json" file in order to create a Custom Split Activity as shown here. I have also found information saying ...
0
votes
1answer
195 views

Add Custom Lookup Fields on Activities

Is there a way how to relate custom object with activity? I can't use RelateTo field because event could (and probably will) be related to Account or Opportunity. I heard that Salesforce will enable ...