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

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19 views

Send Email Button URL

I know there are a lot of posts on this topic, but I haven't come across one with this issue. The closest is this post which I'm hoping the OP answers my comment. I'm trying to create a button on the ...
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2answers
25 views

Public Calendar Events doesn't show up as Open Activities against related record

We have a public calendar event with WhoId as Contact and WhatId as Custom Object.But it doesn't seems to be linked to Contact or Custom Object via Open Activities.Any Idea ?
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2answers
55 views

Trigger on Tasks to change Lead Status

I'm trying to create a trigger on Leads that when the Lead Status = 'Open' and a Task is created for that records, as soon as the Task is saved (it doesn't matter if it is completed or still open) it ...
3
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1answer
33 views

Auto-populate custom Activity/Task field with Contact field value

I'm just getting my feet wet in regards to Salesforce in general, but specifically with Apex programming (still an undergraduate student). We added some custom fields to the Activities object that ...
2
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1answer
39 views

Trigger Reference between Task and Custom Object

I have 2 triggers and i would like to have the following: When I create a Task from email to salesforce, i want the attachments in the email not saved to the task but to the customer document which ...
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1answer
20 views

Getting Insufficient Access on task record while trying to edit it

I have a Job Record and Two Users like User A and User B. User A creates a task on Job Record 123 and tasked it to User B. Now User A is created by of this newly created record and user B is owner of ...
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1answer
7 views

Compare Contract End Date to ActivityDate on Task of Child Custom Object

I'm going round in circles trying to figure out how to approach this one - I have a Contract with an end date The Contract has a child object (Contract Work) Contract Work has tasks I want to ...
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0answers
16 views

Does Salesforce offer a create API for 'My Unresolved Items'?

I'm trying to create a Task, however, if a Contact or Lead is not found - I would like to post it to the 'My Unresolved Items' section. If so, where do I find that. If not, are there any workarounds?
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2answers
13 views

Error inserting TaskRelation records

I have a client who wants the ability to clone a task that has multiple contacts. They would make slight changes to the cloned task (Assigned To, etc) but the multiple contacts would remain the same. ...
2
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1answer
80 views

Illegal assignment error

I am getting below error for the line. Line: Set<Id> Calling= [SELECT WhatId FROM Task WHERE Status != 'Completed' and subject='Call']; Error: Error Error: Compile Error: ...
2
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1answer
28 views

Unable to autofill 'Related To' from custom button URL hack

I am trying to create a custom button to create a task. I want to set the task Related To as a Campaign, but am unable to accomplish this. What am I missing? Button or Link URL: ...
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10 views

Unable to create a copy of a Task; Shared Activities is on

I have a scenario (OpenCTI, but no matter(?)) where sometimes Tasks are created that are associated to the wrong Contact record/WhoId. I understand that I cannot reassign the WhoId as Shared ...
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2answers
51 views

How to add call log using Open CTI [closed]

I am new to salesforce development. Can any one please let me know how to add call log using Opne CTI api, I mean is there any api that would add the call log ?
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1answer
68 views

Task Email Notifications via APEX not working, could be a Bug in platform or as designed after Winter 15?

Database.DMLOptions dm = new Database.DMLOptions(); dm.EmailHeader.triggerUserEmail = true; Task t = new Task(Subject='Test Task', ActivityDate=date.today(), OwnerId='00590000000wND2'); ...
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0answers
37 views

Is it possible to read “Email me when someone assigns me a task” setting in APEX?

Is it possible to read "Email me when someone assigns me a task" setting of Newer Task notification Global Activity Setting "Enable User Control over Task Assignment Notifications" in APEX? Which ...
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2answers
76 views

Active User and their related Tasks SOQL

I want to fetch the list of Active User and their list of Task. Following Query working for me to fetch all task with thier User select Id, Subject, Status, OwnerId, ...
3
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0answers
17 views

How can we keep our tasks accessible to view and report on while not having them count against the data storage limit?

The org I am working with right now is using 210% of its allotted data storage. Most of the storage space is taken up by tasks (over 31M records). Is there a way to decrease the data usage while ...
0
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1answer
36 views

Apex Trigger/Class add Contact field value to Task

Whenever a task is created on a contact, I would like to populate that task with the value of a number field from that contact. Is a Trigger/Class the best way to do this, or are there simpler ...
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0answers
32 views

Console Home Page: remove new button, delete button and unresolved link

On the console Home page there is "My Task" listing. I have requirement to remove new button, delete button and unresolved link? How can we do it?
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1answer
36 views

Question on SOAP API Task record create ActivityDate field .NET

I prepared a list of tasks with subject,activitydate,description,whatid,whoid filled. Then I did a create operation using SOAP API. The records were created into system but the none of the record's ...
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1answer
33 views

Question on CreatedDate Value and Multiple User Tasks

I'm using the Task's multiple users function but copies of the same task records are created when I create a task. So I'm thinking of creating a trigger to synchronize these tasks. My criteria to ...
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21 views

Sharing Task with Public Group

I have a Public Group of users called IT Admins. On a specific scenario, a Task will be assigned to any one user belonging to this group. I want the entire group to be able to edit this Task. I will ...
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1answer
71 views

Workflow Creates Tasks not Related to any Records

I am the admin of an Org that I created a workflow for. The workflow is designed to create Follow Up tasks for the Sales users. I am getting a bunch (not all) of the tasks that have no record ...
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48 views

Updating Picklist value trigger

I need some help creating a trigger Aim : Every time a task is created which meets criteria ( See below) then change the status from “Not started” to “Completed” The trigger should only fire if it ...
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2answers
31 views

How do you get the Related To objects which appear when sending an Email?

When you send an email in Salesforce you can related it to an Object from a preset list, I'm wondering if anyones knows of a way anyways to find what this list is?
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2answers
239 views

FIELD_INTEGRITY_EXCEPTION, Related To ID - Allow activity Label Exception change?

Morning, I have a process that tries to provide a nice message when a user creates a task related to a custom object (MyObject__c) that hasn't got Allow Activity checkbox enabled. In order to do ...
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29 views

Make translation for task created email depending on language settings of recipient

If you assign a task to an user with e.g. english as language, I would expect the notification email he receives to be in his language. What I observe is that he gets the notification in the language ...
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1answer
32 views

Which module contains TODO List?

it was evident that we can add Tasks for opportunity, contact ,as well as account . Could as add TO-DO List to enhance the granularity of tasks , A Daily TO-DO List ? Does SalesForce contains this ...
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1answer
30 views

Can't create a Task for a Contact through Bulk API

I noticed that I can create a Task under a Contact manually, through Salesforce UI, but I can't create it through the Bulk API. Can anyone explain me why and if possible, how to overcome this? I ...
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66 views

Send an email/message notification on Task create on a Custom Object

I have a requirement where a Task is created by a third party application using REST API in my salesforce.com domain. I want to notify a Group of users on such a scenario. I wanted to user workflow ...
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2answers
272 views

Apex Trigger to Create Task from Lead

I need some assistance. Aim : create a Trigger that creates a task from a lead record when certain criteria is met. Lead criteria : Object : lead RT: Registration lead Source : Property Task ...
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1answer
25 views

Impact of exceeding data storage for creating recurrence tasks

Is there any impact of exceeding the data storage on creating new tasks? AFAIK salesforce is only giving warning upto some level about the storage exceeding and still allowing to create new records. ...
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1answer
76 views

Best way to get the Contact field values like Title, Owner … for each EventRelation/TaskRelation

SELECT id, subject, StartDateTime, EndDateTime, Ownerid, Owner.Name, Type, What.Name, Who.Name, RecordTypeId, Description, CreatedById, **(SELECT RelationId, Relation.Name, ...
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1answer
46 views

Task Trigger firing itself through email sent with saveAsActivity

I have an After Insert Trigger on Task. This trigger passes data to a handler class that then does some logic and sends an email to the Lead related to the task. Ideally, I want to save the email as ...
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55 views

Disable Tasks in Chatter Feeds

With Salesforce.com Spring ’13 Release we got the feature: "Chatter feed notification on task creation" and in order to turn it off: Click Your Name > Setup > Customize > Chatter > Settings and ...
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3answers
230 views

Insert Task.whoId (before insert)

I'm having problens with a trigger that is supposed to add a hardcoded contact ID before the task is inserted. I've arrived to the point where I'm adding the Who ID to the task, but it never works. ...
2
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1answer
613 views

Getting error FIELD_INTEGRITY_EXCEPTION, Opportunity/Account ID: id value of incorrect type: a4tS00000008dtBIAQ: [WhatId] during task creation

I am getting this Salesforce Exception: "FIELD_INTEGRITY_EXCEPTION, Opportunity/Account ID: id value of incorrect type: a4tS00000008dtBIAQ: [WhatId]" while trying to create a Task on custom ...
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76 views

Creating Recurring and Repeat task using Apex and stopping them

Can any one please explain how to create recurring and repeat task using apex code and how can i forcefully stop them using code? Thanks in advance
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1answer
88 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 ...
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127 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
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1answer
169 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 ...
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1answer
32 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 ...
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2answers
185 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 ...
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44 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
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1answer
197 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 ...
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81 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
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1answer
42 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 ...
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2answers
341 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 ...
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1answer
47 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
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1answer
738 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 ...