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1
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1answer
29 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?
2
votes
1answer
30 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 ...
0
votes
1answer
15 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 ...
3
votes
2answers
29 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 ...
1
vote
1answer
75 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 ...
1
vote
1answer
63 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
votes
1answer
98 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
votes
1answer
232 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 ...
3
votes
2answers
38 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
40 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
61 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
votes
1answer
45 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
63 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
121 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
74 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
56 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
196 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
votes
1answer
128 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
455 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
85 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
230 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
127 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
68 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
61 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
226 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
45 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
155 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
61 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
103 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
106 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
173 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
110 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
99 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
28 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
168 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
700 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
112 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
108 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
360 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
5answers
2k 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
351 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
55 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
310 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
194 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
565 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
509 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
341 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
355 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 ...