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

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13 views

Query of Tasks for Custom Object

I have a list of Custom Objects, created by customers each day - they can be considered like trouble tickets. Against each one, is a Task created when our agents make an outbound call back to the ...
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1answer
19 views

Apex - Send email to creator of the task when the task Status is “Approved” [on hold]

I found out that you cannot create email alerts on Task object. It seems that a trigger on task is the right choice. I need to make 4 different email notifications on task, but we can take this one as ...
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1answer
25 views

How to override the standard page only for specific record Type?

I have a new custom VF page for the button Log a call but I want to use this page only when user selects the General Inquiry for everything else it should go to standard page. How do I do this? ...
3
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1answer
23 views

How to show inputField as just text on the VF page?

How to show apex:inputField on the VF page with pre-defined value as just text: In the below screenshot, the task status is shown as 'Completed', I want to do the same on the VF page that I am ...
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0answers
19 views

Customizing the Log a call Task Page

How to make Type, Call Disposition and Comments fields mandatory for tasks with status completed vs tasks with status not started. I know it can be done by having validation rules, but that won't ...
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0answers
59 views

Lookup Field on Custom Object related to Activity (Task) (aka create a related list on Activities/Tasks)

This question seems to have been also asked here: Tasks and events custom related list with no resolution. I have the ZenKraft Shipmate UPS package installed in my organization, and I'm looking to ...
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1answer
21 views

Create a Task on Lead Conversion

I have a workflow setup to create a task on lead conversion, However it does not seem to be firing.
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2answers
43 views

How to get the email address from the record Owner in a map? [closed]

Requirement: When a task is created for a Lead or Contact check if the Description contains the email address of the Lead/Contact Owner. This is a method I am calling from a trigger. // ListEmail ...
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0answers
12 views

Distinguish between Log a Call and normal Task

I am trying to distinguish when we create a task using "Log a Call" vs when I create a normal task for suppose a Lead record. Currently I am not able to find any way to distinguish between these two. ...
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3answers
32 views

Task Trigger with two conditions

Please help, I am trying to write a task trigger for an Opportunity. I could not create a workflow because one of the fields is a look up. I would like to create a task to advise the user they ...
1
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1answer
40 views

Strange Behavior with Log A Call Button When Creating Follow Up Task

I'm encountering some rather odd behavior when using the standard Log A Call button. Basically when creating tasks, I want to take some information from the task itself, and update the related ...
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0answers
36 views

send-email option from activity history; How to populate contacts list view on custom object record?

How could I populate the contacts list view for a custom object record when I click the CC link on send-email page from a activity history related list? I am able to see that list view on Accounts but ...
3
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1answer
29 views

Assigning Tasks to Related User

We have been trying to assign a task to our Sales Engineers (Lookup Field on opp), they are not the Opp owner. The Sales Engineers are assigned to Opps in their own field once it reaches a specific ...
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0answers
11 views

Restricting Contact Lookup on a Log A Call Task

We create a Log A Call task from the Account, so the account field is usually populated. When I choose the contact, I want to filter the contacts to just those that are related to the account. Is this ...
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0answers
11 views

Salesforce1 Tasks Stripped through when complete

Our clients are using the Salesforce1 app and lots of closed tasks. Tasks are stripped through on Salesforce1 app when they are marked complete. Our clients are complaining that they are not able to ...
2
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0answers
30 views

assigning multiple users to a task using Apex Code

I need to create a new task by using Apex Code and I want to set "Assign To" field with multiple users and "Notify Assignee" field to 'true'. But I don't know how to do that by using Apex Code. Could ...
2
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2answers
22 views

How to clear the custom field on contact when there is Activity History?

I need to reset a custom field on the contact object when there is an Activity History of some type. Should I write trigger on the Task Object or on the Contact object? If I write a trigger on the ...
1
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1answer
31 views

Task email notification doesn't send sometimes

i've searched for info but still can't figure out why this is happening. I'm also at the moment with a case open on salesforce and me&support are trying to figure out what is happening. As you ...
2
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0answers
39 views

Custom Visualforce Page for Shared Activities

I'm trying to create an inline Visualforce page to substitute for the standard 'Name' related list on Shared Activities. The problem I am trying to solve is getting more information that just the ...
1
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1answer
13 views

Can a Completed task be edited?

Excuse me if this is an "obvious" question, but I cannot find a clear answer anywhere. If a user has edit access to a Task, can that Task still be edited when the status changed to 'Completed' and ...
2
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1answer
50 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
16 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 ...
2
votes
1answer
51 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 ...
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1answer
34 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, ...
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0answers
27 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
105 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 ...
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0answers
16 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
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3answers
32 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
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1answer
17 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
85 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
64 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
31 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
45 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
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2answers
28 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. ...
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1answer
22 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
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1answer
46 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
86 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
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1answer
41 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
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1answer
30 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
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1answer
90 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
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2answers
64 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 ?
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2answers
127 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
79 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
50 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
32 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
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1answer
18 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
36 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
97 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
41 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
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0answers
13 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 ...