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

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Apex - Task.What.Type

Need a little help. I can't figure out the correct syntax to utilize Task What.Type in my trigger. Can someone tell me what I am doing wrong? trigger ININRelatedToFix on Task (after Insert, after ...
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5 views

How to show all tasks in reminder window - not just overdue tasks

Currently my pop up reminder window shows overdue tasks that I have set. They are overdue because the date for completing the task has passed. I would like to be able to also see my future tasks ...
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1answer
40 views

How to Assign Task to the User which is located in the Picklist?

i have one requirement regarding Create task Automatically based on the Picklist value and that Picklist value Have some users.. Opportunity.PICK__c = User1, User2, User3, User4 .......... When this ...
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2answers
17 views

Task email template with name of associated contact, not ID

I have what seems to be a very simple problem, I'm trying to set up an email template with information from a task. One of the fields I would like to include is the name of the associated contact or ...
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1answer
39 views

Schedulable Batch Apex - Create Tasks

I'm looking to run a scheduled apex batch class that will create a task on any Contact record that had a sales rep assigned to them 1 day ago that hasn't been emailed yet. I've created 2 custom ...
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2answers
38 views

How to restrict creating tasks in opportunities

Hi friends i got stuck in a problem. I gave view all access to all opportunities & accounts to my sales reps. But i want to restrict sales reps to create tasks only when they are try to create ...
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10 views

Possible to stagger lead tasks?

I have 100 leads. I want my sales person to get a task to contact the first 25 the first day, the next 25 the next day etc. So they would get 25 tasks a day, instead of 100 all at once. I know you ...
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1answer
19 views

OpenActivites and Tasks, why is OpenActivities some kind of hybrid object?

Sorry if this is a duplicate article but I'm not even sure how to search this one. I am creating a third party app via cURL in PHP. I have a custom patient object and I can query OpenActivities as a ...
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15 views

View Task Error - URL No Longer Exists

I have just noticed now that if I try to view any of the existing Task on salesforce and I click on a particular Task record, it displays the information for around 2 seconds then it redirect me on ...
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1answer
16 views

Need to set Related To on a Pardot created Task

Pardot creates some Tasks for agents to contact a potential customer but the marketing team is saying they cannot set the Related To field to be the Account for the Contact. So I tried setting the ...
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1answer
13 views

Task api open activity change status

hi I am beginer with Sales Force . Please dont judge me strictly . I am trying to create trigger for customer object . Initial data: custom object with field: status type pickup list "maintanace ...
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1answer
15 views

Few questions regarding Salesforce task functionality

1) Is there any way to show scheduled task in calendar like event? 2) What are difference between task owner and who? Task is always assigned to owner than when do we set whoId? 3) Task owner can be ...
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1answer
34 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
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1answer
36 views

Task Workflow to send email to Who (Lead or Contact)

I have a situation where I want a certain type of Task to trigger an email alert to the "Who" Contact or Lead that the task is related to. In the Spring '16 release Salesforce added the ability to ...
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2answers
51 views

Trigger Error - Create Opportunity Tasks

trigger ClosedOpportunityTrigger on Opportunity (before insert, before update ) { List<Task> OpTaskList = New List<Task> () ; if (Trigger.isinsert) { For (Opportunity op : ...
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3answers
49 views

How do you bring up the window showing Tasks?

There's a window that shows Tasks -- it may be called the "reminder window". It usually shows up when I log in, but somehow it got closed. How do you bring this window up? The Window I'll describe ...
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1answer
39 views

Deployment issue - standard TASK field missing

I am getting the following error when I deploy a page layout containing the related list of open activities. Invalid field:TASK.SUBJECT in related list:RelatedActivityList Now to get the deployment ...
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1answer
45 views

How to model life-events such as “married” and “bought house” in salesforce

I'm pretty new to Salesforce and therefore have not yet grasped the data model and the intended use for specific standard objects. I have to register life-events such as "married" or "bought a house" ...
2
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1answer
42 views

Track number of Calls/Emails from Case

I would like to track on how many Calls and Email Sent/Received on Case.We have enabled email 2 case and sending emails using Send an Email button(Emails related list) on Case and Logging calls from ...
3
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1answer
51 views

Running a Validation Rule on a Task with Multiple Assigned Users

I have a situation where Tasks need to be created where a Task is assigned to multiple users via the Multiple Users tab on the "Assigned To" lookup field. That part works fine. However, I need to ...
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2answers
68 views

Include an Apex VisualForce Page in New Task Form

I must add 5 fields on the standard task form wich will modifiy the linked account fields when a specific task is saved. How can i do that ? Can we just include a VF page in the standard form and use ...
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1answer
30 views

Making a url non clickable in task object

I have a requirement where I am storing some data in the description field(label Comments) in task object. The data consists on some url as well, which is remaining as clickable once it has been saved ...
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1answer
56 views

Send email notification for “Completed” Tasks to Task Creator

I want to notify the task creator when an assigned task is completed. I cant see a way i can do it currently in salesforce. I do see a workaround suggested by SteveMo ...
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1answer
18 views

Attempt to de-reference a null object building list in loop

What could be going on here? I've got a method that checks for the existence of a duplicate-kind record like so: public Boolean tasktNotSaved(Lead lead, String subject, String body) { Task[] ...
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0answers
20 views

Task page is not opening when clicking on Log a call button

when an end user is clicking on Log a call button from case, he/she is getting 500 status error code return instead of new task page where as if i check in URL, it is pointing to a visualforce page ...
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17 views

Creating Activities and Tasks due in x minutes on Leads

I have a system whereby when a lead is created, there should be a task assigned to the lead owner due in this instance due 7 minutes after the lead is created. This is to give the user 7 minutes to ...
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21 views

creating custom Task VF page [closed]

I am creating custom Task VF page with same functionality as in standard page But how do I create Recurrence section and reminder section and write controller for these two sections so that task is ...
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1answer
20 views

No clean data columns available for custom fields - Erro while creating a new Custom Field

I am getting this error when I try to create a new custom field, in my Task object, in a sandbox org. I should mention that I previously erased a field, to open space for this new custom field, ...
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1answer
59 views

What is the proper way for handling tasks for a Queue?

What is the proper way to handle tasks when a Case belongs to a Queue? In my scenario I would have Dept#1User creating a case which kicks off a workflow and updates the owner of the case to the queue ...
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1answer
40 views

Package installation fails to org's with Shared Activies disabled. “Invalid field TaskWhoIds for SObject Task”

I have a problem where the package installation fails to organisations that has Shared Activity disabled. As far as I understand the case is that TaskWhoIds is not available on orgnaisations that has ...
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2answers
53 views

Cannot query all Tasks with different onwerID

I need to delete all tasks (Activity object) with a Set ownerId. I noticed that when I write query on Developer Console for getting task records and I can get 10 records, but when I write query on ...
3
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1answer
179 views

Send email notification when task is created

Task t = new Task(); t.WhatId = 'custom object Id'; t.OwnerId = 'userid'; t.Subject = 'Test'; t.Priority = 'High'; t.Status = 'Test Status'; t.Description = 'Test Note.Description__c'; ...
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1answer
16 views

Set Task type to Empty

How to set the type of the Task to empty value using SOAP API? While creating Task when I set the empty string - SF just takes the default value for the organization.
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4answers
68 views

Avoid Creating duplicate task

Below code is working really fine, but the problem I am facing is the task is related to contact twice. List<Task> cvTask = new List<Task>(); Task cv; String[] ...
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1answer
29 views

upserting a task using database.upsert

I am actually upserting a task using the Database.upsert method, but getting the following errors when compilling : Upsert require a concrete SObject type. my code is as follow : ...
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51 views

Does SalesForce store HTML version of email sent using 'Send an Email' button in activity history?

Whenever I send email using 'Send an Email' button in activity history section, SF allows me to format it like HTML email and user receives HTML formatted email as well. However, when I later want to ...
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1answer
24 views

Queries on task creation

Below is the code that I use for task creation Task cv = new Task(); cv.Subject = 'Email:' + EmailSubject; cv.WhoId = toContactId; cv.WhatId = OppId; cv.Status ...
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1answer
74 views

Best way to prevent reassignment of tasks on account ownership change?

I was hoping to see if anyone had found a good solution for preventing open tasks from being reassigned when an account's owner changes. I've seen some options as triggers, but the few I've tried ...
4
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1answer
72 views

Query and Follow Owner Relationship on Tasks

I actually can't believe I've not come across this before now, but is there a way of following on the owner relationship on a Task to get some other field on the User object? For an example, say on ...
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15 views

Data Usage Forecasting

The company I work for is quickly approaching their data storage limit. Thinking about upgrading their storage. However before hand they are trying to estimate out how much they might need. I can see ...
2
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1answer
92 views

Task owner not changing

I am facing an issue related to task ownership. I have a workflow on lead which creates a task when a lead is created. When the lead is reassigned to other user, task will also be reassigned however, ...
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9 views

How can I retrieve all of my authenticated user tasks?

How can I retrieve all of my authenticated user tasks? I have successfully authenticated using OAuth 2.0 and got his access_token. I have searched for this kind of resource at the REST and SOAP API's ...
3
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1answer
19 views

Autocompleting a task upon a note uploaded in a related account?

so I have accounts that receive notes from an external source. This kind of account will always have a case attached to it, that has the same set of tasks each time. How would I be able to make a case ...
2
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1answer
127 views

Unable to create task for a Case: insufficient privileges

Situation: OWD for both Account and Case set to Private. I create an Account, then click New Task. No problem. Next, I create a Case, click New Task: insufficient priviliges. What am I missing here? ...
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2answers
114 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
157 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
121 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
85 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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469 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
63 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.