Questions related to Salesforce.com Tasks/Events.

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1answer
15 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') ...
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0answers
9 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. ...
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1answer
11 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 ...
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0answers
51 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 ...
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1answer
27 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 != "", ...
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1answer
55 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 ...
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0answers
21 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 ...
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1answer
41 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 ...
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0answers
12 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. ...
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0answers
34 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 ...
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2answers
20 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 ...
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1answer
15 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 ...
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1answer
28 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 ...
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2answers
47 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
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1answer
64 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
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1answer
44 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 ...
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0answers
28 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, ...
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1answer
32 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 ...
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1answer
49 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 ...
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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 ...
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1answer
32 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 ...
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0answers
142 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 ...
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2answers
63 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 ?
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1answer
137 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
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1answer
77 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 ...
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2answers
149 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
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1answer
80 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 ...
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3answers
133 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 ...
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1answer
19 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 ...
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0answers
17 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
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1answer
54 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 ...
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0answers
85 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 ...
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1answer
62 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 ...
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1answer
117 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 ...
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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. ...
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1answer
101 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 ...
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2answers
95 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 = ...
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0answers
50 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 ...
1
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1answer
145 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 ...
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1answer
69 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
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1answer
42 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
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2answers
79 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 ...
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1answer
113 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 ...
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0answers
28 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
73 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 ...
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0answers
163 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.
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1answer
207 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
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1answer
332 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
241 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 ...
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1answer
311 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