Task is an activity record, one that has a date but no time associated.

learn more… | top users | synonyms

2
votes
1answer
22 views

Unable to autofill 'Related To' from custom button URL hack

I am trying to create a custom button to create a task. I want to set the task Related To as a Campaign, but am unable to accomplish this. What am I missing? Button or Link URL: ...
0
votes
0answers
9 views

Unable to create a copy of a Task; Shared Activities is on

I have a scenario (OpenCTI, but no matter(?)) where sometimes Tasks are created that are associated to the wrong Contact record/WhoId. I understand that I cannot reassign the WhoId as Shared ...
1
vote
2answers
35 views

How to add call log using Open CTI [closed]

I am new to salesforce development. Can any one please let me know how to add call log using Opne CTI api, I mean is there any api that would add the call log ?
2
votes
1answer
31 views

Task Email Notifications via APEX not working, could be a Bug in platform or as designed after Winter 15?

Database.DMLOptions dm = new Database.DMLOptions(); dm.EmailHeader.triggerUserEmail = true; Task t = new Task(Subject='Test Task', ActivityDate=date.today(), OwnerId='00590000000wND2'); ...
0
votes
0answers
28 views

Is it possible to read “Email me when someone assigns me a task” setting in APEX?

Is it possible to read "Email me when someone assigns me a task" setting of Newer Task notification Global Activity Setting "Enable User Control over Task Assignment Notifications" in APEX? Which ...
0
votes
2answers
46 views

Active User and their related Tasks SOQL

I want to fetch the list of Active User and their list of Task. Following Query working for me to fetch all task with thier User select Id, Subject, Status, OwnerId, ...
3
votes
0answers
17 views

How can we keep our tasks accessible to view and report on while not having them count against the data storage limit?

The org I am working with right now is using 210% of its allotted data storage. Most of the storage space is taken up by tasks (over 31M records). Is there a way to decrease the data usage while ...
0
votes
1answer
31 views

Apex Trigger/Class add Contact field value to Task

Whenever a task is created on a contact, I would like to populate that task with the value of a number field from that contact. Is a Trigger/Class the best way to do this, or are there simpler ...
1
vote
0answers
24 views

Console Home Page: remove new button, delete button and unresolved link

On the console Home page there is "My Task" listing. I have requirement to remove new button, delete button and unresolved link? How can we do it?
0
votes
1answer
35 views

Question on SOAP API Task record create ActivityDate field .NET

I prepared a list of tasks with subject,activitydate,description,whatid,whoid filled. Then I did a create operation using SOAP API. The records were created into system but the none of the record's ...
0
votes
1answer
28 views

Question on CreatedDate Value and Multiple User Tasks

I'm using the Task's multiple users function but copies of the same task records are created when I create a task. So I'm thinking of creating a trigger to synchronize these tasks. My criteria to ...
0
votes
0answers
18 views

Sharing Task with Public Group

I have a Public Group of users called IT Admins. On a specific scenario, a Task will be assigned to any one user belonging to this group. I want the entire group to be able to edit this Task. I will ...
1
vote
1answer
60 views

Workflow Creates Tasks not Related to any Records

I am the admin of an Org that I created a workflow for. The workflow is designed to create Follow Up tasks for the Sales users. I am getting a bunch (not all) of the tasks that have no record ...
0
votes
0answers
36 views

Updating Picklist value trigger

I need some help creating a trigger Aim : Every time a task is created which meets criteria ( See below) then change the status from “Not started” to “Completed” The trigger should only fire if it ...
0
votes
2answers
30 views

How do you get the Related To objects which appear when sending an Email?

When you send an email in Salesforce you can related it to an Object from a preset list, I'm wondering if anyones knows of a way anyways to find what this list is?
0
votes
2answers
164 views

FIELD_INTEGRITY_EXCEPTION, Related To ID - Allow activity Label Exception change?

Morning, I have a process that tries to provide a nice message when a user creates a task related to a custom object (MyObject__c) that hasn't got Allow Activity checkbox enabled. In order to do ...
1
vote
0answers
25 views

Make translation for task created email depending on language settings of recipient

If you assign a task to an user with e.g. english as language, I would expect the notification email he receives to be in his language. What I observe is that he gets the notification in the language ...
1
vote
1answer
23 views

Which module contains TODO List?

it was evident that we can add Tasks for opportunity, contact ,as well as account . Could as add TO-DO List to enhance the granularity of tasks , A Daily TO-DO List ? Does SalesForce contains this ...
0
votes
1answer
22 views

Can't create a Task for a Contact through Bulk API

I noticed that I can create a Task under a Contact manually, through Salesforce UI, but I can't create it through the Bulk API. Can anyone explain me why and if possible, how to overcome this? I ...
0
votes
0answers
58 views

Send an email/message notification on Task create on a Custom Object

I have a requirement where a Task is created by a third party application using REST API in my salesforce.com domain. I want to notify a Group of users on such a scenario. I wanted to user workflow ...
1
vote
2answers
184 views

Apex Trigger to Create Task from Lead

I need some assistance. Aim : create a Trigger that creates a task from a lead record when certain criteria is met. Lead criteria : Object : lead RT: Registration lead Source : Property Task ...
0
votes
1answer
20 views

Impact of exceeding data storage for creating recurrence tasks

Is there any impact of exceeding the data storage on creating new tasks? AFAIK salesforce is only giving warning upto some level about the storage exceeding and still allowing to create new records. ...
1
vote
1answer
67 views

Best way to get the Contact field values like Title, Owner … for each EventRelation/TaskRelation

SELECT id, subject, StartDateTime, EndDateTime, Ownerid, Owner.Name, Type, What.Name, Who.Name, RecordTypeId, Description, CreatedById, **(SELECT RelationId, Relation.Name, ...
1
vote
1answer
38 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
vote
0answers
50 views

Disable Tasks in Chatter Feeds

With Salesforce.com Spring ’13 Release we got the feature: "Chatter feed notification on task creation" and in order to turn it off: Click Your Name > Setup > Customize > Chatter > Settings and ...
1
vote
3answers
180 views

Insert Task.whoId (before insert)

I'm having problens with a trigger that is supposed to add a hardcoded contact ID before the task is inserted. I've arrived to the point where I'm adding the Who ID to the task, but it never works. ...
2
votes
1answer
485 views

Getting error FIELD_INTEGRITY_EXCEPTION, Opportunity/Account ID: id value of incorrect type: a4tS00000008dtBIAQ: [WhatId] during task creation

I am getting this Salesforce Exception: "FIELD_INTEGRITY_EXCEPTION, Opportunity/Account ID: id value of incorrect type: a4tS00000008dtBIAQ: [WhatId]" while trying to create a Task on custom ...
0
votes
0answers
63 views

Creating Recurring and Repeat task using Apex and stopping them

Can any one please explain how to create recurring and repeat task using apex code and how can i forcefully stop them using code? Thanks in advance
4
votes
1answer
82 views

Are there limitations on querying Tasks

I am trying to bulk re-parent activities from one object to a new object. When I use the following SOQL query I get no results even though I know the record exists: SELECT Id,WhatId FROM Task ...
1
vote
0answers
109 views

Issue with Task Due Date

I need to compare the task due date against Now() to check if a task was within SLA. Now I am facing a problem with the timezone. Due Date field is not storing the time. How to get the time gap ...
1
vote
1answer
133 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 ...
1
vote
1answer
30 views

Querying Participants on a Task

What is the SOQL to query all participants on a Task? Where is this information stored? WhoId will only give me one of the participants. Or more specifically how can I query all Tasks for which there ...
1
vote
2answers
147 views

Creating a Trigger that creates a task for campaign member

I'm attempting to create a trigger that fires when my custom field "Retreat Role", on a campaign member becomes "Prospect". Now when they become a prospect I want to create a task for the user, that ...
0
votes
0answers
41 views

Salesforce “ActivityHistory > ActivityType” nested SOQL returns garbage like 1_, 0_

I'm running this query to get all activity history associated with opportunities: SELECT (SELECT Id, Subject, ActivityType, ActivityDate, OwnerId, CreatedBy.Name,Description FROM ActivityHistories) ...
4
votes
1answer
161 views

How can I “close” a Task from the REST API/Apex

Since all picklist values for the Status field on Tasks are configurable I don't think I can simply set the Status to "Completed" as that picklist value could have been deleted/renamed. I tried ...
0
votes
0answers
74 views

How to create a Log a Call task using visual workflow?

I have a workflow for our inside sales team to use when prospecting. This first steps of the workflow create a new prospect account and assign a contact to that account. The next screen allows the rep ...
0
votes
1answer
41 views

APEX trigger error on Account Level Only

I'm new to coding and my developer friend and I have this APEX trigger to update a custom field on opportunities, based on recently created tasks. However, we can't create a task on the account ...
1
vote
2answers
299 views

Having trouble writing my first trigger that populates a lead field based off of Activity/task criteria

We have a Lead field that is populated with the date and time of the first activity on a record called First_Response_Date_Time__c. What we now need is more information on that first activity. We ...
0
votes
1answer
40 views

Able to view records, but unable to create particular RT

Just a quick question We have approx. 10 RT on the tasks, not every RT is assigned to a profile. Now I know how to assign record types by profile, however my question is, the users would like to see ...
3
votes
1answer
630 views

Create Chatter Post and @mention User in Trigger

I have a trigger that creates a chatter post after insert or after update for Tasks. However, I also want to @mention the created by user for the task. How Can I add this? Thanks trigger ...
1
vote
0answers
474 views

Assign Workflow Tasks to Queue or Public Group

How to assign the workflow task to group of users(Public group or Queue).I see this feature is not available in salesforce.Here are the idea exchange links for Queue and Public Group Is it possible ...
0
votes
0answers
85 views

How to calculate Calculate max end date inTask Recurrence

I am creating a custom VF page for tasks. In the page one Recurrence field option is available. In this we can give the task a start date and end date. In the end date we can calculate max end date, ...
1
vote
1answer
54 views

Task Page Recurrence functionality on a VF page [duplicate]

Has anyone replicated the task recurrence functionality on a VF page? can give me some help thanks in advance.
4
votes
1answer
199 views

Why are calls “Tasks” and not “Events”?

Is there a reason that the generic Salesforce model makes phone calls "Tasks" and not "Events"? It seems like calls have start times and end times just like Events. What advantage does not having ...
1
vote
1answer
143 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
69 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
366 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
1answer
113 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
113 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
104 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 ...