Questions related to Salesforce.com Tasks/Events.

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1
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2answers
21 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 ?
1
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1answer
24 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 ...
1
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1answer
20 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
62 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
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0answers
38 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
2answers
83 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
12 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
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0answers
12 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
29 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
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0answers
29 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
51 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
40 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 ...
1
vote
1answer
16 views

Trying to find information on security for Files attached to Activities. Can you separate it out?

I'm struggling somewhat to find anything on the File Attachment related list in Activities. What I am hoping is to be able to limit who can see/download the file and remove it from being searchable. ...
1
vote
1answer
47 views

How to update a custom field status when the email(from send an email functionality) has been send

I have created a custom filed in Orders that is a picklist field. On default is pending. How can I automatically update this field to send when I use the send an email functionality through the ...
0
votes
2answers
53 views

creating OpenActivity using Apex

I am trying to create OpenActivity using apex here is my snippet, OpenActivity obj = new OpenActivity(); obj.DataDoctor7__Description__c = 'Hard Coding'; obj.DataDoctor7__Created_at__c = ...
0
votes
0answers
36 views

Report on Accounts with no completed Activities in last 90 days

So I've got Salesforce Professional and am trying to create a report that will show me how many Accounts I have that haven't had a completed activity in the past 90 days. Since I'm on Professional, I ...
0
votes
0answers
115 views

New Process Builder disables Chatter Feed

We implemented a workflow rule with the new process builder and that disabled our chatter feed. If we deactivate the process, the feed turns back on, and if we turn the process back on, the feed ...
1
vote
1answer
44 views

Task Trigger firing itself through email sent with saveAsActivity

I have an After Insert Trigger on Task. This trigger passes data to a handler class that then does some logic and sends an email to the Lead related to the task. Ideally, I want to save the email as ...
1
vote
1answer
39 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
3
votes
2answers
64 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
1answer
87 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
24 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
45 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
87 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
135 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
160 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
170 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
160 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
244 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
640 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 ...
1
vote
1answer
606 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
263 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
251 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
241 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
108 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
74 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
200 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
71 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
96 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
405 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
154 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
94 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 ...
1
vote
0answers
749 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
21 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
2k 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
123 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
841 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
284 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 ...
2
votes
2answers
240 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
216 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?