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

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How to create field that can be used to assign tasks

I've been trying to set up a process to assign a task to a referenced user (as seen in the solution here). I've tried Lookup(User) and Lookup(Contact), both generate errors when the process criteria ...
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1answer
17 views

Assigning task to referenced user

I want to set up a process to assign a task to an opportunity field of type Lookup(User). When I try to trigger the process I get the following error: "This record couldn't be saved because it failed ...
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18 views

task management [on hold]

The task management system will require all employees to enter and manage their tasks and provide updates on the tasks they're doing to others, and also provide updates as and when they have them or ...
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1answer
13 views

Report that shows Tasks created by a group of users changes when tasks change owner

I have a simple report that shows tasks created by a small group of internal users. For some reason when an owner of a task is changed that shows up in this report is changed it disappears from the ...
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1answer
19 views

Remove/hide Log a Call feed item from chatter page

Customer is asking "When I log a call it can be seen by all on chatter. How do I stop this?" I have checked the Global Actions and it seems Create Feed Item checkbox is checked. What are the impacts ...
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2answers
87 views

Formula field is not Working as expected

Hi friends i create a formula field to know the created task is for contact or opportunity or lead.So i tried to created a formula field Based on whatId & whoId. But it throws syntax error.can ...
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0answers
14 views

Auto assignment of Task\ Log a Call to a Lead Owner of type Queue

I'm trying to create an auto process(Process Builder\ Workflow) on Lead that will create a Task (or Log a Call) and will assign it to the Lead Owner. The problem is that it doesn't work if the Lead ...
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1answer
11 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
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0answers
28 views

How tasks are visible to other users?

I have scenario where OWD is Account - Public Read Only Contact - Private Activity -Private There are some tasks which are visible to other users which are not assigned to them. The tasks which ...
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2answers
41 views

Cannot query UserRecordAccess for Tasks

I am running my query using the Rest API, but I have reproduced the issue in Workbench as well. The below query works for Account, Opportunity, and Contact, but fails for Task: SELECT ...
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2answers
70 views

Need to restrict the email notifications to only those tasks created by the specific profiles

For The above requirement how to restricted email notification for specific profiles.For that i have written a trigger mentioned the below but that code is not working as expected. could any one help ...
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1answer
28 views

Apex - Task.What.Type

Need a little help. I can't figure out the correct syntax to utilize Task What.Type in my trigger. Can someone tell me what I am doing wrong? trigger ININRelatedToFix on Task (after Insert, after ...
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5 views

How to show all tasks in reminder window - not just overdue tasks

Currently my pop up reminder window shows overdue tasks that I have set. They are overdue because the date for completing the task has passed. I would like to be able to also see my future tasks ...
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1answer
41 views

How to Assign Task to the User which is located in the Picklist?

i have one requirement regarding Create task Automatically based on the Picklist value and that Picklist value Have some users.. Opportunity.PICK__c = User1, User2, User3, User4 .......... When this ...
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2answers
22 views

Task email template with name of associated contact, not ID

I have what seems to be a very simple problem, I'm trying to set up an email template with information from a task. One of the fields I would like to include is the name of the associated contact or ...
0
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1answer
49 views

Schedulable Batch Apex - Create Tasks

I'm looking to run a scheduled apex batch class that will create a task on any Contact record that had a sales rep assigned to them 1 day ago that hasn't been emailed yet. I've created 2 custom ...
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2answers
40 views

How to restrict creating tasks in opportunities

Hi friends i got stuck in a problem. I gave view all access to all opportunities & accounts to my sales reps. But i want to restrict sales reps to create tasks only when they are try to create ...
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0answers
10 views

Possible to stagger lead tasks?

I have 100 leads. I want my sales person to get a task to contact the first 25 the first day, the next 25 the next day etc. So they would get 25 tasks a day, instead of 100 all at once. I know you ...
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1answer
19 views

OpenActivites and Tasks, why is OpenActivities some kind of hybrid object?

Sorry if this is a duplicate article but I'm not even sure how to search this one. I am creating a third party app via cURL in PHP. I have a custom patient object and I can query OpenActivities as a ...
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15 views

View Task Error - URL No Longer Exists

I have just noticed now that if I try to view any of the existing Task on salesforce and I click on a particular Task record, it displays the information for around 2 seconds then it redirect me on ...
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1answer
17 views

Need to set Related To on a Pardot created Task

Pardot creates some Tasks for agents to contact a potential customer but the marketing team is saying they cannot set the Related To field to be the Account for the Contact. So I tried setting the ...
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1answer
17 views

Task api open activity change status

hi I am beginer with Sales Force . Please dont judge me strictly . I am trying to create trigger for customer object . Initial data: custom object with field: status type pickup list "maintanace ...
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1answer
17 views

Few questions regarding Salesforce task functionality

1) Is there any way to show scheduled task in calendar like event? 2) What are difference between task owner and who? Task is always assigned to owner than when do we set whoId? 3) Task owner can be ...
2
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1answer
39 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
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1answer
47 views

Task Workflow to send email to Who (Lead or Contact)

I have a situation where I want a certain type of Task to trigger an email alert to the "Who" Contact or Lead that the task is related to. In the Spring '16 release Salesforce added the ability to ...
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2answers
65 views

Trigger Error - Create Opportunity Tasks

trigger ClosedOpportunityTrigger on Opportunity (before insert, before update ) { List<Task> OpTaskList = New List<Task> () ; if (Trigger.isinsert) { For (Opportunity op : ...
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3answers
52 views

How do you bring up the window showing Tasks?

There's a window that shows Tasks -- it may be called the "reminder window". It usually shows up when I log in, but somehow it got closed. How do you bring this window up? The Window I'll describe ...
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1answer
47 views

Deployment issue - standard TASK field missing

I am getting the following error when I deploy a page layout containing the related list of open activities. Invalid field:TASK.SUBJECT in related list:RelatedActivityList Now to get the deployment ...
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1answer
46 views

How to model life-events such as “married” and “bought house” in salesforce

I'm pretty new to Salesforce and therefore have not yet grasped the data model and the intended use for specific standard objects. I have to register life-events such as "married" or "bought a house" ...
2
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1answer
45 views

Track number of Calls/Emails from Case

I would like to track on how many Calls and Email Sent/Received on Case.We have enabled email 2 case and sending emails using Send an Email button(Emails related list) on Case and Logging calls from ...
3
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1answer
64 views

Running a Validation Rule on a Task with Multiple Assigned Users

I have a situation where Tasks need to be created where a Task is assigned to multiple users via the Multiple Users tab on the "Assigned To" lookup field. That part works fine. However, I need to ...
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2answers
76 views

Include an Apex VisualForce Page in New Task Form

I must add 5 fields on the standard task form wich will modifiy the linked account fields when a specific task is saved. How can i do that ? Can we just include a VF page in the standard form and use ...
0
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1answer
35 views

Making a url non clickable in task object

I have a requirement where I am storing some data in the description field(label Comments) in task object. The data consists on some url as well, which is remaining as clickable once it has been saved ...
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1answer
75 views

Send email notification for “Completed” Tasks to Task Creator

I want to notify the task creator when an assigned task is completed. I cant see a way i can do it currently in salesforce. I do see a workaround suggested by SteveMo ...
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1answer
18 views

Attempt to de-reference a null object building list in loop

What could be going on here? I've got a method that checks for the existence of a duplicate-kind record like so: public Boolean tasktNotSaved(Lead lead, String subject, String body) { Task[] ...
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0answers
21 views

Task page is not opening when clicking on Log a call button

when an end user is clicking on Log a call button from case, he/she is getting 500 status error code return instead of new task page where as if i check in URL, it is pointing to a visualforce page ...
0
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0answers
20 views

Creating Activities and Tasks due in x minutes on Leads

I have a system whereby when a lead is created, there should be a task assigned to the lead owner due in this instance due 7 minutes after the lead is created. This is to give the user 7 minutes to ...
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0answers
23 views

creating custom Task VF page [closed]

I am creating custom Task VF page with same functionality as in standard page But how do I create Recurrence section and reminder section and write controller for these two sections so that task is ...
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1answer
21 views

No clean data columns available for custom fields - Erro while creating a new Custom Field

I am getting this error when I try to create a new custom field, in my Task object, in a sandbox org. I should mention that I previously erased a field, to open space for this new custom field, ...
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1answer
94 views

What is the proper way for handling tasks for a Queue?

What is the proper way to handle tasks when a Case belongs to a Queue? In my scenario I would have Dept#1User creating a case which kicks off a workflow and updates the owner of the case to the queue ...
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1answer
42 views

Package installation fails to org's with Shared Activies disabled. “Invalid field TaskWhoIds for SObject Task”

I have a problem where the package installation fails to organisations that has Shared Activity disabled. As far as I understand the case is that TaskWhoIds is not available on orgnaisations that has ...
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2answers
56 views

Cannot query all Tasks with different onwerID

I need to delete all tasks (Activity object) with a Set ownerId. I noticed that when I write query on Developer Console for getting task records and I can get 10 records, but when I write query on ...
3
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1answer
202 views

Send email notification when task is created

Task t = new Task(); t.WhatId = 'custom object Id'; t.OwnerId = 'userid'; t.Subject = 'Test'; t.Priority = 'High'; t.Status = 'Test Status'; t.Description = 'Test Note.Description__c'; ...
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1answer
17 views

Set Task type to Empty

How to set the type of the Task to empty value using SOAP API? While creating Task when I set the empty string - SF just takes the default value for the organization.
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4answers
75 views

Avoid Creating duplicate task

Below code is working really fine, but the problem I am facing is the task is related to contact twice. List<Task> cvTask = new List<Task>(); Task cv; String[] ...
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1answer
34 views

upserting a task using database.upsert

I am actually upserting a task using the Database.upsert method, but getting the following errors when compilling : Upsert require a concrete SObject type. my code is as follow : ...
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0answers
56 views

Does SalesForce store HTML version of email sent using 'Send an Email' button in activity history?

Whenever I send email using 'Send an Email' button in activity history section, SF allows me to format it like HTML email and user receives HTML formatted email as well. However, when I later want to ...
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1answer
25 views

Queries on task creation

Below is the code that I use for task creation Task cv = new Task(); cv.Subject = 'Email:' + EmailSubject; cv.WhoId = toContactId; cv.WhatId = OppId; cv.Status ...
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1answer
84 views

Best way to prevent reassignment of tasks on account ownership change?

I was hoping to see if anyone had found a good solution for preventing open tasks from being reassigned when an account's owner changes. I've seen some options as triggers, but the few I've tried ...
4
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1answer
81 views

Query and Follow Owner Relationship on Tasks

I actually can't believe I've not come across this before now, but is there a way of following on the owner relationship on a Task to get some other field on the User object? For an example, say on ...