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

learn more… | top users | synonyms

1
vote
1answer
29 views

How to wrap record id as a link to the record while sending email

I am writing trigger to send email to task owner after task got created.In the mail i was sending recordId as a plain text.But i was trying is there any way to make the id as a link to the related ...
2
votes
1answer
13 views

Is there any way to have a Case workflow rule create a task with WhatID set as the triggering Case's AccountID?

I have a workflow rule on the Case object that is supposed to create a task, but I want to associate the task with the Account that the Case belongs to, not to the Case itself. I have seen that I ...
1
vote
1answer
33 views

Task completed: Email Alert

I have a Service Cloud in which: a User A owns a Case X; a User B receives a call about the Case X; the User B creates a task of type "urge" on the Case X and sets it as "completed" (the User A is ...
0
votes
1answer
22 views

API OF Task In Activity? [closed]

i want to create page same as show in image . i need task field in my page so anyone help me to know what is task API name ? "select id, Subject, Who.Name,IsTask,ActivityDate,Status, ...
1
vote
0answers
19 views

Workflow rule to create Task not working - help?

I have a Workflow rule that fires upon the creation of a Case when it meets a certain field criterion. It is set up to both send an email to a support rep, and also create a Task for her at the same ...
4
votes
2answers
95 views

List has no rows for assignment: Trigger that shouldn't fire when there are no rows

sorry for the vague title. Essentially, I have a trigger I've created to change ownership of an opportunity based on some business rules our company has. When a sales user places a call to a ...
0
votes
0answers
15 views

Email alerts when task follow up day matches today

I have a requirement to send email alerts to the user for whom the task was assigned when the follo-up date on task matches today. But seems to be there is no option for such type of workflows on ...
1
vote
3answers
21 views

What is the API Name of Remainder Field in Task?

I am creating a task via trigger which is working fine, but how to update this remainder field value via trigger. even in page layout also it is not visible and in "Task fields " also it is not ...
0
votes
1answer
15 views

how to read description field of the task in Salesforce

I am writing a trigger on Task. When a new task is created, I am using the who.id (in my case mostly lead) and converting lead in to Account, contact and opp. Duing this process I am reading subject ...
3
votes
2answers
63 views

Showing alert for a user assigned a task

I'm looking for a way to show an alert / a notification / a popup or similar for the user which has been assigned a task? It should be nearly real time, that is if user have browser window open it ...
3
votes
1answer
54 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.
2
votes
1answer
17 views

Change Activity Owner after changing Account owner

I need to change Open activities owner from existing owner to new owner. I started of this process by changing the Account name to the new owner. But the open activities are not on the old Account ...
4
votes
1answer
33 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 ...
1
vote
2answers
25 views

Prepopulate a Set of tasks

Background: I am currently undertaking my first sf project here at work. We are building a little tracking application for the projects we undertake here. I have an object with several related lists. ...
0
votes
1answer
16 views

Delete Open tasks of Inactive users

I need to bulk delete open tasks that are assigned to Inactive users. I need to exempt a particular profile(sales profile) from this. Can you guys suggest me the best way to delete the open tasks for ...
0
votes
1answer
30 views

Creating a new Task in Apex?

I am trying to create, and assign a task related to an account whose page the user is on. I am not getting any errors, and I can't make sense of the Debug Log. The snippet of code I am trying to use ...
2
votes
1answer
44 views

Email-to-Case: Create Activity from Email - how to populate Comments with Email Body?

My question is in regards to Salesforce's Email-to-Case feature. When I enable the "Create Task from Email" feature from the Routing Email Address Details, the task is created, yet the body of the ...
0
votes
1answer
25 views

Pre-chat Link Task and Contact

I am trying to link a contact to a Task, but I can't seem to do that on the pre chat form. Any help would be greatly appreciated. From what I have read online this should work. Any help with this ...
1
vote
1answer
27 views

Assigning Tasks based on fields status

I want to send a task based on these few things all on Opportunities Object: 1) Port Status must equal 'Rejected or Completed' THEN Send a task to whoever the 'Assigned Service Coordinator' is to ...
1
vote
1answer
43 views

Send Email Button URL

I know there are a lot of posts on this topic, but I haven't come across one with this issue. The closest is this post which I'm hoping the OP answers my comment. I'm trying to create a button on the ...
1
vote
2answers
39 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 ?
1
vote
2answers
78 views

Trigger on Tasks to change Lead Status

I'm trying to create a trigger on Leads that when the Lead Status = 'Open' and a Task is created for that records, as soon as the Task is saved (it doesn't matter if it is completed or still open) it ...
3
votes
1answer
45 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 ...
2
votes
1answer
43 views

Trigger Reference between Task and Custom Object

I have 2 triggers and i would like to have the following: When I create a Task from email to salesforce, i want the attachments in the email not saved to the task but to the customer document which ...
1
vote
1answer
24 views

Getting Insufficient Access on task record while trying to edit it

I have a Job Record and Two Users like User A and User B. User A creates a task on Job Record 123 and tasked it to User B. Now User A is created by of this newly created record and user B is owner of ...
1
vote
1answer
11 views

Compare Contract End Date to ActivityDate on Task of Child Custom Object

I'm going round in circles trying to figure out how to approach this one - I have a Contract with an end date The Contract has a child object (Contract Work) Contract Work has tasks I want to ...
2
votes
2answers
22 views

Error inserting TaskRelation records

I have a client who wants the ability to clone a task that has multiple contacts. They would make slight changes to the cloned task (Assigned To, etc) but the multiple contacts would remain the same. ...
2
votes
1answer
85 views

Illegal assignment error

I am getting below error for the line. Line: Set<Id> Calling= [SELECT WhatId FROM Task WHERE Status != 'Completed' and subject='Call']; Error: Error Error: Compile Error: ...
2
votes
1answer
33 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
10 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
89 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 ?
3
votes
1answer
145 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
42 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
111 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
18 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
37 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
35 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
39 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
43 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
25 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
75 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
77 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
34 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
370 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
29 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
33 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
38 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
1answer
87 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
446 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
26 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. ...