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

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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 ...
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1answer
12 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. ...
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37 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, ...
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1answer
11 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 ...
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0answers
22 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 ...
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3answers
79 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
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1answer
153 views

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

I am getting "FIELD_INTEGRITY_EXCEPTION, Opportunity/Account ID: id value of incorrect type: a4tS00000008dtBIAQ: [WhatId]" exception while trying to create Task on custom object using Apex ...
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24 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
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1answer
66 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 ...
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47 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 ...
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1answer
62 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 ...
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1answer
29 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 ...
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2answers
68 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 ...
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31 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) ...
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1answer
96 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 ...
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45 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 ...
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1answer
39 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 ...
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2answers
161 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 ...
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1answer
32 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 ...
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1answer
340 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 ...
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234 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 ...
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64 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, ...
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1answer
39 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.
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1answer
105 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 ...
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1answer
83 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 ...
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40 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 ...
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1answer
177 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 ...
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1answer
75 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 ...
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2answers
70 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 ...
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1answer
55 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 ...
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2answers
58 views

Add a user who already exist in salesforce to your app

I have created an app. Now would like to add users to my app. However on ethe users that I would like to add is already a salesforce developer user. So I cannot create a new user using his email. ...
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0answers
28 views

Creating reminder whenever task is half way through

I have a requirement where i need to create a reminder for every half way through the task. Eg, if i have a task on 2 months from now, i need to create a reminder before 1 month, one reminder before ...
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1answer
254 views

How to create an email alert to task creator when task is complete

Is it possible to create an email alert that goes to the task creator when a task is complete?
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1answer
72 views

How to close a task on test method?

I have a opp which contain a task. My scenario is when task is closed on opp update with new task from a lookup field temp on opp(this lookup to another opp) . I have wrote a test class when task is ...
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1answer
55 views

Task from Workflow questions / issue

I have a question in regards to the user the system uses when assigning a task from a workflow. I have a workflow on a field in account and if this field reach 90% the workflow fires. This workflow ...
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2answers
86 views

Send an Email from Task: Why does the To field picklist sometimes show up?

When I click "Send an Email" from an Activity History Related List from a custom object record, sometimes a picklist appears next to the "To" lookup field. Why does it appear when I select some ...
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1answer
468 views

How to set object permissions to no access for: Tasks, Events, Notes, Users?

Within the profile settings, under object settings, then object permissions - I do not see the option to set a profiles object permissions for Tasks, Events, Notes, Users to no access. Appears that I ...
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2answers
285 views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
4
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1answer
172 views

Create task-salesforce

Guys i hope i would get some help here. I am trying to automatically create tasks. Creating task is very simple as I know. But the scenario is different here. I have an account where I'm doing some ...
3
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1answer
1k 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 ...
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2answers
118 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, ...
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1answer
114 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
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2answers
85 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 ...
3
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1answer
67 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 ...
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278 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 ...
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1answer
391 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
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1answer
236 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
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1answer
99 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 = ...
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2answers
645 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 ...
2
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1answer
247 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> ...