Tagged Questions

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

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4
votes
1answer
58 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 ...
1
vote
0answers
26 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 ...
1
vote
1answer
36 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 ...
1
vote
1answer
20 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 ...
0
votes
2answers
35 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 ...
0
votes
0answers
21 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) ...
4
votes
1answer
74 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 ...
0
votes
0answers
19 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 ...
0
votes
1answer
32 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 ...
1
vote
2answers
69 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 ...
0
votes
1answer
23 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 ...
3
votes
1answer
176 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 ...
1
vote
0answers
118 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 ...
0
votes
0answers
54 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, ...
1
vote
1answer
32 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.
4
votes
1answer
77 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 ...
1
vote
1answer
52 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 ...
1
vote
0answers
23 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 ...
3
votes
1answer
94 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 ...
0
votes
1answer
55 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 ...
2
votes
2answers
49 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 ...
1
vote
1answer
25 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 ...
1
vote
2answers
46 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. ...
1
vote
0answers
24 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 ...
1
vote
1answer
117 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
57 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
48 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
72 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
284 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
193 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
156 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
857 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
75 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
80 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
2answers
81 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
55 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
188 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
312 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
188 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
83 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
486 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
227 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> ...
1
vote
1answer
1k 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
194 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
480 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
235 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
108 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
66 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
4
votes
1answer
315 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
54 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.