Questions related to Salesforce.com Tasks/Events.

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0
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0answers
8 views

How to differentiate events added via Outlook side panel

With Activities created via Chatter publisher, I have a Boolean tagging them as coming via the publisher. This was originally used to prevent double chatter posting, but now it helps us understand ...
3
votes
1answer
102 views

Best Practice - Update LastModifiedDate (Cross Object)

I have a business requirement to change LastModifiedDate on an Opportunity record whenever an Activity is logged against it. I can do it in two ways: when an activity is logged, i can simply do an ...
1
vote
1answer
18 views

How to create Report that includes all Leads with No Open Activity?

Is there a way to create a report that will show me all Leads that have no open activity? I might be missing something simple, but this seems like an easy report to create but I can't figure it out. ...
0
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0answers
13 views

activities with multi select look up

I need help with finding a solution to a multi-select lookup in activity (Event in particular). Literally it should be a clone of the field Name (who -> Lookup(Contact,Lead). Activities does not ...
0
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0answers
12 views

How to add custom piclist field to send email page layout?

I have a requirement where I have to add a custom picklist filed on send email page layout. I know it is not possible through standard Salesforce function. Kindly let me know if you are aware of any ...
1
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0answers
30 views

limit exceeded error while deploying

I'm using Force.com Migration Tool to deploy Activity object's new fields to the target environment. My source has 100 fields in it's activity object (exact Activity custom field limit for the ...
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0answers
21 views

Unable to create reports based on activities in sfdc

I got a requirement like to create reports for activities.i have user able to view all accounts and Opportunities.But he can't able view all activities while creating reports.I don't where it will not ...
1
vote
1answer
28 views

Leads without activity or activity with no changes should move to Queue

Leads without any activity or an activity with no updates on Lead record should be moved to a Queue. We cannot achieve this through workflows, process builder, Assignment rules or a trigger. I would ...
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0answers
37 views

Display sent emails from Salesforce in VF page

If I've email template sent to lead when it created. Can I display emails sent log inside VF page or should I save any email I sent into object then display them ?? Any idea?
3
votes
1answer
34 views

Can I bulk Upload invitees (users) in calender Events

I have multiple events and I want to add many users in those events. How can I bulk upload invitees(users) I already tried public calendar but it was not meeting up with my requirements. Every users ...
2
votes
0answers
14 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
1
vote
1answer
40 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
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0answers
17 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
32 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
votes
2answers
24 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
votes
3answers
38 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
26 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
votes
0answers
24 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
87 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
12 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
74 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
vote
0answers
29 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
54 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 ...
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0answers
47 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
42 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
309 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
39 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
19 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
15 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
468 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
56 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
82 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
43 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
173 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
25 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
vote
0answers
90 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
56 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
36 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
88 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
96 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
120 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.
5
votes
1answer
116 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
37 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
91 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
119 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
vote
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
34 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
votes
0answers
148 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
111 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 ?