Questions related to Salesforce.com Tasks/Events.

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1
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2answers
32 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
54 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
32 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
20 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
22 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
29 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
7 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
29 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
119 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
38 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
59 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
45 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
88 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
60 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
99 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
14 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
15 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
39 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
0answers
57 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
60 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
65 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
53 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
71 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
40 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
127 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
56 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
65 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
100 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
26 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
56 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
117 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
162 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
247 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
203 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
212 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
290 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
776 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
714 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
297 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
316 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
285 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
115 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
79 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
239 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
76 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
103 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
457 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
184 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 ...