Questions related to Salesforce.com Tasks/Events.

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0
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0answers
11 views

Removing Icons from 'Open Activity' and 'Activity History' relatedlist on Custom Object

Is there any way to remove the icons from related list 'Activty History' and 'Open Activity' related list? These lists take the icons from the Object's Icon where they are added in the layout. I have ...
1
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0answers
25 views

Converting DateTime GMT to Local Time

I have a Date/Time field that is used for Activities (events) that shows up in an HTML generated email when an Event is created. My issue is that the time shows in GMT timezone format instead of the ...
0
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0answers
18 views

Event count without invitees [closed]

I want to count events on opportunity. I created a formula field return type count by default value 1. Issue is when I try to count event I got count with invites. If an event have 1 invitee so it's ...
2
votes
0answers
27 views

Relating Task to Multiple Accounts

Is it possible to relate a task to multiple accounts? I am not wanting to relate to multiple contacts within accounts. I want to pull agreement information into salesforce, and the relationship is ...
0
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0answers
33 views

Apex Test Class with Open Activities not showing. Why?

So I'm having this weird issue where the code below that I run in Anonymous Window works and I get values in OpenActivities, but when I put the EXACT code in a test class in both @testSetup and @...
1
vote
2answers
46 views

How to write a Inner SOQL Queries to Orderby Lastmodified date

In the Opportunity object we have Related Lists like Team Members and Open Activities. I want to get fields like Team Members role = 'AB' along with the open activities details from same opportunity . ...
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0answers
6 views

Task Reminder Pop-Up Custom Columns

Is it possible to customize the shown columns in the activity / task reminder pop-up?
1
vote
0answers
47 views

JourneyBuilder Update Contact activity

I am attempting to update a contact record using the Update Contact activity in Journey Builder. The attribute I wish to update is a date field. Is it possible to update with the current date? The UI ...
5
votes
1answer
96 views

Insufficient Privileges - Visualforce Page - Occurs as System Admin

I have a client using a managed package that includes a visualforce page to override tasks and events. All users (including my System admin account) gets the: Insufficient Privileges - You do not ...
0
votes
1answer
25 views

Calculate Last task and Last Event age on Opportunity page

I have an issue. I have last activity age by using (Today()-Lastactivityage) to calculate last activity age. But I want to segregate it as last task age and last Event age. I have two custom field on ...
1
vote
1answer
57 views

Is it possible to add custom header for validate/save/publish/execute callouts of the custom activity? [closed]

The question is how to enforce journey builder to send callouts with custom header? I have to add custom header to each request(save, validate, publish and execute), that will be sent from the ...
0
votes
1answer
11 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
1
vote
0answers
28 views

How tasks are visible to other users?

I have scenario where OWD is Account - Public Read Only Contact - Private Activity -Private There are some tasks which are visible to other users which are not assigned to them. The tasks which ...
1
vote
1answer
21 views

Repercussions for Closing a Case

We have been on Salesforce for about eight years. We do not close cases. There are several reasons for this, but the main one seems to be based on rumor. There's some tradition here that when cases ...
0
votes
0answers
10 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
118 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
25 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
votes
0answers
20 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
votes
0answers
18 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
vote
0answers
71 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 ...
0
votes
0answers
23 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
35 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 ...
0
votes
0answers
43 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
46 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
18 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
74 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
22 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
36 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
31 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
55 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?
0
votes
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
35 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
126 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
votes
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 ...
5
votes
0answers
111 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
41 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
60 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
votes
0answers
53 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
50 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
419 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
48 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
votes
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. https://help.salesforce.com/...
0
votes
1answer
17 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
681 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
65 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 != "", "/00T/e?who_id=...
1
vote
1answer
92 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
61 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
253 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
26 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. ...