The tag has no wiki summary.

learn more… | top users | synonyms

3
votes
1answer
52 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 ...
2
votes
2answers
15 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
26 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
35 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 ...
2
votes
1answer
26 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
34 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
45 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
36 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
41 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
61 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 ...
1
vote
1answer
78 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
125 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
47 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
98 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
65 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
36 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
42 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
151 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
40 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
63 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
36 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
66 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
88 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
100 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
42 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
80 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
97 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
27 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
127 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
487 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
95 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
99 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
313 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
4answers
1k 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 ...
3
votes
2answers
273 views

How to get around this - “Error: You cannot reassign a recurring task occurrence.”?

Any idea on how to get around this error: You cannot reassign a recurring task occurrence.
1
vote
1answer
53 views

Report fields vs. API query

The organization I work for is wanting to do a little house cleaning in our Salesforce setup, and they want to start with old tasks. Our phone system syncs via the SOAP API to log all phone calls as ...
1
vote
1answer
277 views

Close two tasks and open a new task

I have a trigger to create two tasks in a case. What I need here is to open a new task when both tasks are closed. I tried some things and I just got opened a new task if just one of the first tasks ...
1
vote
1answer
167 views

Why type field cann't queryed from salesforce task object

If we query type field SELECT Type FROM Task It will thorough the error as "No such type of column 'Type' on entity 'Task'". But if we see in the App Setup->Customize->Activities->Task Fields ...
3
votes
1answer
439 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 ...
8
votes
2answers
428 views

What is the difference between {!URLFOR($Action.Activity.NewTask)} and {!URLFOR($Action.Task.NewTask)}?

When you try to create a custom button for a Task, if you choose "$Action" in the "Select field type", you have two options to define that button: $Action.Activity.NewTask - This will take you to a ...
4
votes
2answers
299 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 ...
2
votes
1answer
270 views

Is it possible to add an attachment to an existing Task or Event?

Using the standard Salesforce interface for Tasks (Page Layout), there is a related list for Attachments. However, there's no button to add a new Attachment to an existing Task, and when I edit the ...
5
votes
1answer
102 views

Inserting a task from a Force.com Site

I have a Force.com Site with a controller inserting a new Task. I noticed that I receive no error on the page, but the Task is not created. When I access to the same page internally (from ...
2
votes
1answer
227 views

Assigning task to customer portal users

I want to assign a task to a customer portal user but it wont show up for selection. Do I need to enable something here?
2
votes
2answers
77 views

Task with Authenticated Website

Can I run following code after login as customer portal user in apex controller? task.WhatId = Object.id; task.WhoId = Object.Editor__c; task.Subject = 'Other'; task.priority= Object.Priority__c; ...
2
votes
0answers
70 views

Closing task on lead without going to task page

I want to close the task on lead list page without going to task page an close. I just want to close the task by clicking cls link in front of created task. Please guide me, how can i do this.
3
votes
1answer
914 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
279 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 ...
2
votes
2answers
121 views

Task deletes with Opportunity with Opp deleted? (Parent/Grandparent relationship?)

I'd appreciate it if someone "in the know" could verify this and let me know if there is a way to RECTIFY this. A lead is created. A task is linked to that Lead. The lead is converted to an ...