Questions related to Salesforce.com Tasks/Events.

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1
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1answer
28 views

Count Activity History

Map<Id, Integer> mapActivityHistoryCountToCase = new Map<Id, Integer>(); for( Case caseObj : [SELECT count(SELECT ID FROM ActivityHistories) countActivity ...
2
votes
1answer
29 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
46 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
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1answer
70 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
38 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
49 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 ...
0
votes
0answers
254 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
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0answers
20 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
312 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
47 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
173 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) ...
1
vote
1answer
48 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 ...
1
vote
1answer
61 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
71 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?
3
votes
1answer
36 views

How to distinguish activity on an account?

We have 2 workflows that collide: Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months. Marketing team are sending mass emails through campaigns etc, to the ...
2
votes
0answers
446 views

Salesforce1 possible bug related lists?

I noticed something strange with the "Open Activities" related list in Salesforce1. In Salesforce1, it's not showing the open activities while in the regular Salesforce, the activities are showing ...
1
vote
1answer
47 views

Creating task in feed

From salesforce help we can create task in feed.But I don't see an option to create it.Can someone help me.
10
votes
2answers
577 views

Insufficient Privileges when trying to view all Activity History

The Problem We're experiencing a problem where users are getting an "Insufficient Privileges" message when using an <apex:commandButton> to view Activity History. The users are the Lead owners. ...
1
vote
1answer
174 views

Activity history report

I have a report that provides a count of activities by sales rep. I need to modify this report to count only one record per account/company. In short, our reps are required to make X number of calls ...
4
votes
1answer
197 views

Creating a Task and staying on the detail page for that task (not navigating elsewhere)

When you click the New Task or Log A Call button from the Open Activities or Activity History related list on e.g. an Opportunity, you're taken to the regular ...
5
votes
2answers
704 views

Messaging.sendEmail fails with TargetObjectId, WhatId, and SaveAsActivity

I'm trying to send email from Apex using a VF Email Template. The <messaging:emailTemplate> tag in the template specifies recipientType='contact' relatedToType='MyCustomObj__c'. I'm using code ...
1
vote
1answer
347 views

Determine activity type (completed) on Lead object

I have a custom field on task and event called Type with values as Call, Voicemail, Email.. I have a custom field on lead object, called last activity type. Now I want to populate this field on the ...
2
votes
1answer
296 views

Why isn't the “Add Email” feature working with my updated E-mail address?

I changed E-mail addresses, and my new E-mail address was updated in Salesforce. Now, when using the "send and add (E-mail)" feature in Outlook, I get the following error message: "This message was ...
5
votes
1answer
1k views

Uploading Activity data to Salesforce

As part of a migration from Siebel to Salesforce, we need to migrate activities. Can you help me complete a list of items we need to take into consideration ? Also, please do add more details to any ...
1
vote
1answer
90 views

assigning multiple users to a task errors

I'm not sure how this feature of SF is supposed to behave. I want to be able to add multiple users to the task, specifically when i want to lookup and add a user with one last name THEN do a lookup ...
5
votes
1answer
162 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
113 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
606 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 ...
6
votes
3answers
887 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
353 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
3answers
384 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
261 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
170 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
1answer
31 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?
2
votes
1answer
220 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
469 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 ...
10
votes
1answer
964 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 ...
5
votes
1answer
521 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?
4
votes
1answer
50 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
1k 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
351 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
98 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
70 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
210 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
614 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 ...
1
vote
2answers
252 views

Why do Queries on Tasks not return records when multi-connect is enabled?

I have a visualforce page and controller in a development org with multi-connect to tasks (shared activities) enabled. If I query a task with multiple connected contacts through that page it returns 0 ...