The tasks tag has no wiki summary.
1
vote
1answer
18 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 ...
0
votes
1answer
39 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 ...
0
votes
1answer
44 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
28 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
62 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
47 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 ...
1
vote
1answer
19 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 ...
3
votes
1answer
23 views
Inserting a task from a Force.com Site
I have a Force.com Site with a controller inserting a new Task. I noticed that I receive no error on the page, but the Task is not created. When I access to the same page internally (from ...
2
votes
1answer
58 views
Assigning task to customer portal users
I want to assign a task to a customer portal user but it wont show up for selection. Do I need to enable something here?
2
votes
2answers
50 views
Task with Authenticated Website
Can I run following code after login as customer portal user in apex controller?
task.WhatId = Object.id;
task.WhoId = Object.Editor__c;
task.Subject = 'Other';
task.priority= Object.Priority__c;
...
1
vote
0answers
28 views
Closing task on lead without going to task page
I want to close the task on lead list page without going to task page an close. I just want to close the task by clicking cls link in front of created task. Please guide me, how can i do this.
3
votes
1answer
55 views
How to get the Latest Task created on Lead
I am trying to get the latest task created on Lead from task object.
My scenario is that if there are 2 leads - Lead1 and Lead2. And both have 2 task created for it, Lead1 contain taska - (created ...
2
votes
1answer
87 views
What fires the activity reminder pop-ups in Salesforce?
Is it tied to a page load? If so, which pages? Or some other element inside the page? Sidebar maybe? Is it possible for a packaged app to interfere with the reminder pop-up function?
I'm trying to ...
2
votes
2answers
55 views
Task deletes with Opportunity with Opp deleted? (Parent/Grandparent relationship?)
I'd appreciate it if someone "in the know" could verify this and let me know if there is a way to RECTIFY this.
A lead is created. A task is linked to that Lead.
The lead is converted to an ...
3
votes
1answer
71 views
Creating a closed task in APEX
I'm trying to create a "Log a Call" task with apex.
I need this task to be marked as Closed but when I try to set the IsClosed field to true I'm getting the "Field not writable" error.
How can I work ...
0
votes
2answers
78 views
Creating a Task in Apex
I'm trying to create a Task in Apex, but it doesn't seem to be working. Here's my actual code:
RecordType rt = [SELECT Id FROM RecordType WHERE Name = 'Some Record Type' AND SobjectType = 'Task'];
...
2
votes
2answers
381 views
Trigger to create task/email when Opportunity is updated with a certain stage
I am trying to create a trigger (possibly After Update) such that it is fired when an Opportunity is updated with a certain stage. It should create a task and send an email to a user. The email should ...
1
vote
2answers
40 views
How do we identify if an opportunity or Lead has a pending or overdue task
I need to know if an opportunity or Lead has any pending or Overdue tasks?
I can search for opportunity or Lead in WhatId of task and get all the records for this ID. How do i know if a task is ...
0
votes
3answers
265 views
Querying Tasks within a trigger
I am trying to query for others' Tasks within a trigger. (That is, retrieve Tasks whose OwnerId is other than the running user). I've reduced my query to the following:
Task[] anyTasks = [SELECT ...
9
votes
1answer
118 views
Can a task that is generated from a workflow set off a time trigger to fire another task?
I have a task that generates when a record is created off a Custom OBject. I tried to create another workflow on the Task object that would fire when that task is generated, but it did not work. The ...
0
votes
1answer
83 views
Contact Activity Report (or Contact report with Activity Cross-Filter)
Does anyone know of a way to gather Contacts without activities within a certain time frame (ie: 30 days) and not assigned to a specific user?
I've tried a Contact report with the cross filter of ...
