Questions tagged [tasks]

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

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"New Task" not displaying on Salesforce Mobile and Lightning Experience Actions when added to the layout

I have added "New Task" to the Opportunity layout as an action, however it is not displaying on the Opportunity record. I have also enabled the record type in the System Administrator ...
Joshua Fowler's user avatar
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OpenActivity and ActivityHistory SOQL restriction for standard user

I am aware about other questions related to OpenActivity and ActivityHistory objects. These objects are not queryable directly so my working soql looks SELECT Id, (SELECT ActivityDate, Id, ...
Pavel Zaverach's user avatar
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Action plan templates are shifting from a "Final" status to a "ReadOnly" status

We have started using action plan templates in our org, and I have noticed that our templates have switched to a "readonly" status from the "final" status it was in. This is all in ...
Peter J's user avatar
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How to find the last activity (event or task) related to an object record?

In my contact object i have to update fields based on the last activity. If the last activity is an event ,update the field with event details and if it is task ,then with task details. How to check ...
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Fields in activity object cant be filled out with form/form handler

fields created in the activity object do not show up in pardot/webtolead as a custom field for my form handler (only fields created under lead show up in pardot/webtolead). So the field in activity is ...
typo3expert1's user avatar
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Different List Views for Activities & Tasks

I just noticed that you can directly access Activities and Tasks in Lightning - but no Events. The former brings you to a very old Classic list view while the latter is just as expected. I thought ...
Semmel's user avatar
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Assign Unresolved Email Task to Contact(s)

Hi so I am trying to figure out if it's possible to assign unresolved tasks created by the "Email to Salesforce" feature with a batch job that runs daily. This is to fix the case where the ...
Marcus Little's user avatar
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Ability to View Tasks created by users of One profile by users of another profile based on Criteria

There are 2 profiles in my salesforce org (health cloud), let's say profile A and profile B. I have a custom field in Activity object, which is named 'Product' (this is a picklist field). We have a ...
Surya Prajwal Ch's user avatar
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New Task button is not visible in Lightning Task related list

New Task button is not visible in lightning, but I can see it in classic. Main Task - Custom Object Sub Task related list - Task Object I followed below steps. But didn't resolve the issue. Ticked ...
R_Cham's user avatar
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Action buttons are not visible in Task related list in lightning experience

I created a new object called Main Task and created a lookup on Task(Activity) to make a relationship between Task(Child) and Main Task(Parent). I added task related list(Sub Tasks) into Main task ...
R_Cham's user avatar
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Getting RecordTypes and Layouts in LWC for Event/Task?

I am a developer working on a custom LWC component that is made to be used in Outlook via the email application pane and as a mobile page. In the application, one of the features is the ability for ...
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How to prevent a record triggered flow from executing multiple times

I have a flow where when a field called last touch point date is updated in an opportunity, it then offsets creating a task for the opportunity owner by 7 days to remember to follow up. I am a ...
Jasper's user avatar
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Dynamically Add and Remove Case Tasks Based on changes to composition of Case Team Members

Our cases generate a large number of tasks based on values in custom fields. A task is created for each case team member. The case team members assigned to our cases change fairly often. We want to ...
user1821431's user avatar
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Parent record page not updating with field changes [visualforce button]

I have a custom button on the Task page layout that when clicked opens a new Visualforce window with an expanded 'Comments' field. I can make changes to the comments field and save them, but when I do,...
spal's user avatar
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LWC for Task management

I have a requirement for a Task manager in LWC, where the user can change certain fields in it, like who it's assigned to, and add comments, as well as mark it as complete. I'm aware Tasks are not ...
Kamila's user avatar
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Marking Tasks as private

As part of a new implementation, I've got a requirement to allow users to mark Tasks that they create as 'Private' so that other users in the system don't see these when viewing Accounts and Contacts. ...
Callum MacErlich's user avatar
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1 answer
333 views

Send email after 7 hours from the due date field

I have a requirement which is to send an email alert to the task owner when it is due. But this email needs to be sent at a specific time. In the flow builder, I've already tried using the scheduled ...
mag's user avatar
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Flow on Task to trigger validation rule

I have a validation rule on the Task object which simply points to a checkbox field, if true then error. I am using a fast field update flow with some simple logic that, according to the debugger, ...
JaredT's user avatar
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SOQL query to find Tasks by Subject and Count

We are trying to find tasks of the same Subject that occupy a lot of records. For example, there might be 4,000 tasks all titled "Opportunity closing in 3 days" and we want to find all ...
iamreallyunderqualified's user avatar
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133 views

Difference between Task of subtype 'Email' and EmailMessage

How can the difference between the following queries be explained: the output from the object Task where TaskSubtype = 'Email' the output from the object EmailMessage I've noticed that 1 > 2.
Michieldo's user avatar
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152 views

Is it possible to control the order of execution of the steps in the flow in Salesforce?

I have created a flow in which auto-layout option is selected and I have put the steps according to my requirement, still the order of execution of the steps are not maintaining itself. Requirement: ...
Arman Gadhiya's user avatar
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318 views

How to get a flow to wait for task completion?

I have a flow that needs to wait on "Initiate Background Check Task" completion before going to the next stage/step. The task is assigned to a queue so that there is a team of employees who ...
Will's user avatar
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435 views

how to get rollup summary of sum for all activity records in case object

i have an requirement.i am trying to have a rollup summary field on case object to get the total hours from all activity records. When you go to a case record and then go to the related section and ...
arghya's user avatar
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Not able to get Task record during an EmailMessage deletion trigger

During an EmailMessage related to a Lead deletion, I need to be able to get the associated Lead on the Task (ActivityId field on EmailMessage object) and add it to the correct list. In the following ...
ThisIsAlex93's user avatar
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1 answer
212 views

Task in Activity Timeline

In this new task in the RelatedTo, I have different objects(lookup relation given from task to each of the objects). This field RelatedTo I have to remove some objects but it is actually non-editable. ...
Ash's user avatar
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How to give user inside specific role accessibility to all activity except from user with the same role

I need to give a user accessibility to all activity except activity that own by other user in the same role What I want is user inside CFO role can see all activity except activity that own from ...
naticap's user avatar
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1 answer
283 views

Add New Task Button On Email Message record

I need to add new task button on Email Message Record. but after I put the New Task on the page layout it still not appear. what I already done is: Put Standard New Task button in Email Message ...
naticap's user avatar
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2 answers
133 views

Why do these two queries return different results?

I have a requirement to get the most recent task date on an account. When I use the following query, Salesforce does not return the correct answer. If I do the same query but on the task object, the ...
Pauline's user avatar
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1 answer
261 views

Is it possible for the "log a call" task to automatically open up when agents receive or make AWS call?

My instance is currently using Amazon Connect as our phone system. I am trying to have the "log a call" task automatically open up when an agent is either making or receiving a call like in ...
ferguimara's user avatar
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69 views

Implement standard Contact lookup as available on Task in a custom compone

There is a requirement where I need to implement same functionality as standard Contact lookup on Task [Screenshots Attached][![enter image description here] 2][![enter image description here] 3]3. ...
Utkarsh Verma's user avatar
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1 answer
429 views

Activities: combine completed date (tasks) and activity date (events) into a single field

How to create reports with a filter on completed date-time of tasks and events? They are both stored as "activities", but the completion information is stored differently: Task completion ...
icemtel's user avatar
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1 answer
2k views

Allow Profile the ability to edit any Task or Event on Account or Contact

I have a dilly of a pickle here. We have users who have the profile: "US-Development". Anyone with this profile should be able to edit any Task or Event on Account or Contact. One of our ...
Matt Pugh's user avatar
-1 votes
1 answer
190 views

How to create a custom field formula to show task owner first name on the task object?

Current formula which is getting an error:
Tim's user avatar
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1 answer
483 views

Relate WhoId on a task Record with a new custom object

WhoId and WhatId are both "polymorphic" fields, meaning they can be related to different objects, defined by the ID itself. We can relate WhatId on a Task record to a different custom object ...
nica's user avatar
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1 answer
3k views

What does this error in Workbench mean?

We are seeing an error message for one specific user in Workbench when attempting to query the Task Object. This user has access to Task records in Salesforce, but for some reason sees this error in ...
Chad's user avatar
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2 answers
159 views

Trigger on Task Object to Increase the value of a numeric field on Contact

I am very new to Apex and trying to write a trigger on Task. I appreciate if you can help.. I have a picklist field on Task(name: Result__c), let's say with values A,B,C. If I choose A or B when I ...
hkntymz's user avatar
-1 votes
1 answer
34 views

Reporting on Tasks

I am trying to display only Accounts that do not have tasks with the word "review" in the subject. I am unable to do this correctly with the following filters: The report results will ...
Tim's user avatar
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-1 votes
1 answer
439 views

I want to link expense(custom object ) entries with Activity object[Possible duplicate but need workarounds]

Business requirement is to link existing custom object(Expense) to Activity(Task/Event). So that they can leverage capabilities of Activity object and link all expenses to an activity. As per ...
Mayank Parnami's user avatar
0 votes
1 answer
231 views

Create generic object

I am not able to create a Lookup to Task, EmailMessage and couple of other objects . So looks like there is a known limitation and hence Task and EmailMessage objects are not available in RelatedTo ...
Hemant-2's user avatar
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1 answer
845 views

Partner Users - Tasks assignment and visibility

As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user. Requirements: 1st Requirement: When a partner user assigns a task ...
Giorgos Galaios's user avatar
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2 answers
59 views

Is there a way to make this apex more performant?

I have a class I am working on that will export a CSV that includes "Case Number", and "Last Outbound Customer Activity Date". There is some logic included in my Apex that ...
guffelman's user avatar
0 votes
1 answer
143 views

Custom Object to replace tasks to handle 255 Char limit

In salesforce lightning, The Task/Activities Object (I believe one inherits from another), seems to have a hard limit of 255 chars for a field and does not have options for the text field long or rich ...
Rogelio's user avatar
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2 answers
2k views

Where can I find the cause for 'Soft Error' when MC fails to create a Task?

I am trying to create Tasks in Sales Cloud, from within a Marketing Cloud journey, but sometimes it doesn't succeed. In one instance, the journey creates 100 tasks, but another 9 fail due to 'Soft ...
Sander de Jong's user avatar
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1 answer
963 views

Sent emails not visible under Task object in salesforce Lightning

I created a flow which triggers when a task is closed and sents an email through email action. The flow is working and email is received in mail box but I cannot find the sent emails in salesforce ...
Salesforce User's user avatar
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2k views

Flow to create multiple tasks for different queue

Use Case When an Opportunity Stage is changed to "Approved" , create multiple Tasks and assign to different Queues - Create Task for 'Customer Management Queue' Create Task for one or ...
GroundToCloud's user avatar
0 votes
1 answer
533 views

Is it not possible to update a task with lead(whoid) and opportunity (whatid)?

As per document, i found that whoid can be lead/contact and whatid can be account/case/opportunity/custom obj and others. I am updating a task with leadid as whoid and opportunityid as whatid but ...
Gourav's user avatar
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0 votes
1 answer
453 views

Set TaskSubtype=Call by URL Custom Log a Call

The standard "Log a call" is: I have a custom "Log a Call" button on Lead Object, This is de URL: /00T/e?title=Call&who_id={!Lead.Id}&tsk5=Call&tsk4={!TODAY()}&...
Ernesto Truyen's user avatar
0 votes
1 answer
1k views

SOQL - How to query Lead email using Task object? [duplicate]

SOQL only. I can accessed the Name of the Lead from the Task object, however when I accessed the Lead email, even though the Lead record has an existing email, the email wasn't showing up. This query ...
TheRipper's user avatar
0 votes
1 answer
1k views

Flow for Task Object

I have a Use case where I need to send Email to the user about his Today Tasks to his Email ID at 9 Am everyday so that he doesn't need to open SF So I preferred using Scheduled trigger flow where I ...
ASHWIN TIWARI's user avatar
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1 answer
1k views

make Reminder set checkbox from Task under Activity as False (default)

I was trying to make this Reminder Set default value as False or unchecked can someone help me out how it can be done?
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