Questions related to Salesforce.com Tasks/Events.
1
vote
1answer
15 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
22 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
30 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 ...
5
votes
3answers
99 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 ...
4
votes
2answers
47 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
2answers
23 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
43 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
18 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?
0
votes
0answers
8 views
How to a generate a report that shows all of the calls, within a specific date range, Leads tab? Is that possible without using Call Center?
I am only able to view reports on Events and Tasks associated with Activities. I cannot view calls. How do I get around this?
1
vote
1answer
19 views
How to enter rich text into tasks and activities?
We use Salesforce to track all our sales communication using Log a call and creating tasks by this. We use shortnames to display the source of communication, f.e. skype for skype chat or fb for ...
4
votes
2answers
42 views
Using the API, is it possible to get the name of the user who created an activity record?
I have a SOQL query similar to the following:
SELECT Id, ContractNumber FROM Contract,
(SELECT Id, WhoId, WhatId, ActivityDate FROM ActivityHistories)
FROM Contract
Is it possible to get the name ...
9
votes
1answer
120 views
SOQL query to load Task returns nothing, but I see task in UI
I am trying to load all tasks of a contact via SOQL query:
SELECT Id, Subject FROM Task WHERE WhoId = 'contactId'
This query returns only partial list of Tasks. I.e. in UI I see tasks directly ...
4
votes
1answer
65 views
How to get list of All Objects enabled with Activities?
Is there anyway we can find all Objects which have Activities enabled, in APEX?
1
vote
0answers
17 views
Can Email to Salesforce leverage Shared Activities?
I noticed that I can leverage Shared Activities on outbound emails from Salesforce, but it seems like Email to Salesforce doesn't seem to support it. Was curious if anyone had a good workaround on ...
3
votes
1answer
59 views
How to get the Latest Task created on Lead
I am trying to get the latest task created on Lead from task object.
My scenario is that if there are 2 leads - Lead1 and Lead2. And both have 2 task created for it, Lead1 contain taska - (created ...
2
votes
1answer
90 views
What fires the activity reminder pop-ups in Salesforce?
Is it tied to a page load? If so, which pages? Or some other element inside the page? Sidebar maybe? Is it possible for a packaged app to interfere with the reminder pop-up function?
I'm trying to ...
0
votes
1answer
59 views
Empty picklists when account is dragged to calendar to quickly create Event
There's a checkbox in Setup -> User Interface that allows you to drag Accounts from list views to calendar & quickly create events. When you drag them, a "balloon" pops up with all the fields ...
0
votes
1answer
36 views
How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?
My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
1
vote
1answer
84 views
Create an Activity history when email is sent from VF page
My requirement is to send the email with customized body when the user clicks on a button in the detail page layout.
I have a custom button in the detail page layout. When user clicks on the button, ...
0
votes
1answer
84 views
Contact Activity Report (or Contact report with Activity Cross-Filter)
Does anyone know of a way to gather Contacts without activities within a certain time frame (ie: 30 days) and not assigned to a specific user?
I've tried a Contact report with the cross filter of ...
