The tag has no wiki summary.

learn more… | top users | synonyms

1
vote
1answer
28 views

Attachments added to Task not displaying in Attachments related List in Leads

When I add an "attachment" to a "task (Open Activity)" in Leads, that does get saved to that particular "Task record" and doesn't display in the "Attachments" related list. However, this does ...
1
vote
0answers
13 views

Report / Dashboard for Tasks I'm following

I want to produce a report/dashboard to show Tasks a User is following. Context: A task is created by a User and assigned to a group leader. The group leader will then reassign the task to a ...
3
votes
1answer
37 views

How to create a Task with Due Date using URLFOR

I want to code a button on a custom object to generate a task with some precompleted fields. I can do it like this: /00T/e?what_id={!My_Object__c.Id}&tsk5="This is a ...
0
votes
0answers
13 views

How to recreate Task Recurrence on VF page

Has anyone replicated the task recurrence functionality on a VF page? It looks like it uses javascript in an Activity.js file to do the showing/hiding of applicable fields based on the user selecting ...
2
votes
2answers
41 views

Query LeadSource from Task

I am trying to write a SOQL query that queries from Task the field LeadSource. In a report the name of the field that displays LeadSource is Contact/Lead. I have been trying different variations like ...
1
vote
1answer
9 views

Log a Call subject pick-list different for account than contact

I'm having a bit of a problem configuring the subject picklist for the "log a call" publisher action. I have made some changes to the subject pick-list under Setup>Customise>Task Fields> This is a ...
1
vote
2answers
25 views

Add a user who already exist in salesforce to your app

I have created an app. Now would like to add users to my app. However on ethe users that I would like to add is already a salesforce developer user. So I cannot create a new user using his email. ...
1
vote
0answers
21 views

Creating reminder whenever task is half way through

I have a requirement where i need to create a reminder for every half way through the task. Eg, if i have a task on 2 months from now, i need to create a reminder before 1 month, one reminder before ...
1
vote
1answer
38 views

How to create an email alert to task creator when task is complete

Is it possible to create an email alert that goes to the task creator when a task is complete?
2
votes
1answer
37 views

How to close a task on test method?

I have a opp which contain a task. My scenario is when task is closed on opp update with new task from a lookup field temp on opp(this lookup to another opp) . I have wrote a test class when task is ...
0
votes
1answer
26 views

Task from Workflow questions / issue

I have a question in regards to the user the system uses when assigning a task from a workflow. I have a workflow on a field in account and if this field reach 90% the workflow fires. This workflow ...
3
votes
2answers
39 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 ...
1
vote
1answer
102 views

How to set object permissions to no access for: Tasks, Events, Notes, Users?

Within the profile settings, under object settings, then object permissions - I do not see the option to set a profiles object permissions for Tasks, Events, Notes, Users to no access. Appears that I ...
1
vote
1answer
95 views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
4
votes
1answer
115 views

Create task-salesforce

Guys i hope i would get some help here. I am trying to automatically create tasks. Creating task is very simple as I know. But the scenario is different here. I have an account where I'm doing some ...
3
votes
1answer
342 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 ...
3
votes
2answers
47 views

Query Opportunity Tasks from developer console

I want id's of tasks related to Opportunity. I tried below in developer console query editor, select id,createdDate from Task where whatid like '006%' But its giving me error, ...
6
votes
1answer
47 views

Can multiple users be notified for a single task

Is it possible to create a single task that notifies multiple users (3 - 4) to prompt them so one of them then actions it? I don't want to create multiple tasks, just one task for multiple users. ...
2
votes
1answer
67 views

Viewing and Inserting a Task from Force.com Site

The below VF page queries for a list of tasks assigned to a certain custom record. It works perfectly fine (shows 3 Tasks) when accessed by an internal user (/apex/siteTasks?id=xxx) while it does not ...
3
votes
1answer
48 views

Task Relationship Issue

I know that task is associated to a custom object by using the "WhatID". I need a filter based on if the task exists or not. For example parent__c and task: [select id, (select id from tasks) from ...
0
votes
0answers
99 views

Can't query tasks

I've tried executing the following query in both the Developer Console and the Force CLI and I get no response. Select Id from Task where My_Field__c != null limit 1 In the developer console I get ...
1
vote
1answer
163 views

how to create a task of a specific record type from a workflow

I want to be able to create a task of a specific record type from a workflow. At the moment all I can see is the option for customising certain fields on the task from within the workflow action.
0
votes
1answer
100 views

create a button to create a new opportunity from a task

I have created a task related to a custom object record which in turn is related to an account record. How would I create a button that would create/launch a new opportunity of a specific record type ...
2
votes
1answer
67 views

Help with Workflow forumula evaluates to true

I'm a total salesforce noob, but I have a background in java and php so I'm looking at this kind of logically and I need some help. I have a workflow to assign a task when: C ontact Record Type = ...
1
vote
2answers
280 views

Need to get to fields from the Related To Object on both Tasks and Events

I understand the polymorphic field issue around tasks and activities (sort of). I've been able to get around what I need using a custom report type so far, however, I now have a new requirement. I ...
2
votes
1answer
165 views

No such column 'name' on entity 'Task'

I am getting an error "No such column 'name' on entity 'Task'. It is coming from my query but I am not querying for 'name'. Please help. public list<task> getTasks() { list<account> ...
0
votes
1answer
624 views

It is possible to send an Email Alert with a Workflow rule applied to a task object?

we need to set an email alert action in a workflow rule applied to a task objetc and I have read on salesforce documentation that this type of action is not allowed on task workflow. Is there any way ...
1
vote
2answers
117 views

Attachtment required to create a task

is possible to force to the users to attacht a document in order to create a new task? We want to use the tasks object to manage sales members resquests but we need to set as required to attacht a ...
3
votes
1answer
304 views

How can I update Tasks via API in an org with 'Shared Activities' enabled?

“I've adapted Scott Hammeter's dandy code (http://sfdc.arrowpointe.com/2009/10/06/associate-email-to-salesforce-task-to-opportunity/) so I can relate the tasks created by inbound Email-to-Salesforce ...
4
votes
1answer
149 views

Unit Tests: create completed tasks for ActivityHistory?

In unit tests, is there a specific way of creating completed tasks so that they appear immediately in the ActivityHistory read-only object? (I have batch Apex that pulls data from ActivityHistory, ...
2
votes
1answer
77 views

Send Activity Reminders to Users

I'd like to send an email/report to all users once a week listing their upcoming overdue activities (tasks). If the report is sent to John, Jane, and Bob, each one only sees their own activities - ...
0
votes
1answer
61 views

list of task assignees in APEX

How can I query the list of task assignees with SOQL? I need to find out all the users to whom a task is assigned in APEX
3
votes
1answer
252 views

Not able to edit Task 'Assigned To' field when displayed as table in VF page

I have created a Record Type for Task called 'Follow on Task'. In a VF page I am displaying all 'Follow on Task' records in a apex:pageBlockTable with mode='inlineEdit' <apex:page ...
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.
1
vote
1answer
189 views

Is there a way to create a workflow rule to create a task when members are added to a campaign?

Then when we import members through the Manage members import file, would like it to Trigger workflow rules for new and updated records. Has anyone done this, I don't even know how to verify or insure ...
2
votes
2answers
75 views

How to create Task with 'Related To' filed?

I want to create Task with 'Related To' (WhatId) field, where the type is 'Product'. But salesforce always says that malformed_id. $fields = array ( 'STATUS' => 'IN PROGRESS', 'PRIORITY' ...
1
vote
1answer
122 views

Protected component checkbox in workflow task

While creating a new task for workflow there is a checkbox called Protected Component.from Help It says Check Protected Component to mark the task as protected.What does it mean by.Can someone explain ...
5
votes
1answer
111 views

How to set create user field using apex?

I have an email service handler that parses text and creates a new task for the user (based on the 'from' email). This is similar to the Email2Salesforce feature. I'm having trouble setting the ...
4
votes
1answer
202 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 ...
0
votes
1answer
27 views

One of my user getting the task automatically with nulll details

One of my user getting the task automatically with null details .there are two to three fields in tasks are compulsory .i am sending the photo copy to look show how it is .can we able to find out.from ...
1
vote
1answer
43 views

Archive tasks at anytime by any user

I have a requirement where I need to archive tasks at any time by any user. Salesforce archive duration is one year but I should be able set a task as atchived by me at any time. Or is is there any ...
4
votes
2answers
124 views

how do we query for the Last completed task and Next open task for an account in SOQL

I am trying to get the Last completed task and next open task for a set of accountids. I can get the Last completed by using the following query SELECT id, (select activitydate from tasks WHERE ...
3
votes
1answer
101 views

Is it possible to add questions in Tasks?

I have a requirement from my client saying that, set of questions should be populated in Task based on some criteria given by the customer. For example On creating a Task for an Account, then the ...
2
votes
0answers
28 views

hover on task subject in Report

I have an "open tasks" report and I would like to see the task details when I hover over the task subject in the report. Can this be done somehow?
2
votes
1answer
183 views

Polymorphic Lookups - How to pull the

I have a query in my class where I'm trying to pull in the position name from a task that is being created on an application. So I have Position, Application, and Candidate. The task is created on ...
1
vote
1answer
760 views

Assign a workflow task to the user who triggered the workflow rule

The idea is simple, if a user modifies the address of an account, I need to make sure they are reminded to update it on the contact record it corresponds to. So I can create a Task every time the ...
2
votes
0answers
121 views

Workflow: Assign task to Account team in hierarchical fashion?

I've set up account teams for all of my accounts. I have also set up a workflow rule to create a task when a check box is updated at the account level. The task is created and assigned to the ...
5
votes
1answer
112 views

Email in salesforce

I have been trying to figure out the REST API for email synchronization with Salesforce, and realized that there is no formal Email object in the API sobjects. Digging deeper, i found out that even ...
0
votes
2answers
383 views

apex trigger - unit test - Compile Error - create task if lead object text area vaule change

please help to figure out where is the issue here is the APEX trigger trigger CreateUpdateTask01 on Lead (before update) { List<Task> lNewTasks = new List<Task>(); for ...
6
votes
5answers
2k views

Which field represents the “Send Notification Email” checkbox present on the Task page layout?

Suppose i want to upload 1000 tasks via the data loader and i want that the owner of those tasks should receive a notification mail about the tasks assigned to them. How can i achieve this? Note: I ...