A task has to be created automatically whenever a certain profile user logs into Portal and it should assign to one user X. The Portal is designed on lightning. I have created a class where I can get data based on Login time, but I am not able to get any task for that user(I used System Admin User for testing)

public without sharing class taskController {    
      public static string create_task(){

        LoginHistory tsk = [SELECT Id,UserId 
                            FROM LoginHistory 
                            WHERE UserId=:userinfo.getUserId()
                            ORDER BY LoginTime desc limit 1];

        User sys_adm = [SELECT id, Email FROM User WHERE Name = 'my name']; // this is id of user who recieves task    

        Integer TaskCount = [SELECT count()
                            FROM Task
                            WHERE userLoginId__c =:tsk.id]; // used this coz whenever a user logs in it generates multiple times

        Task task = new Task();
        if(TaskCount == 0){
          User portalUser = [SELECT Id, Username, ContactId, Contact.Name, Contact.AccountId, Contact.Account.Name, Contact.Account.Email__c
                             FROM User
                             WHERE Id =:UserInfo.getUserId()]; //this is the portal user login query
          task.Subject =  portalUser.Contact.Name + 'from ' + portalUser.Contact.Account.Name + 'has logged into the portal';
          task.Description = portalUser.Contact.Name + 'from ' + portalUser.Contact.Account.Name + 'has logged into the portal at' + DateTime.now()+ '. Account e-mail: '+ portalUser.Contact.Account.Email__c; 
          task.OwnerId = sys_adm.Id;//task owner
          task.WhatId = portalUser.Contact.AccountId;  //portal login user
          task.ActivityDate = Date.Today();
          insert task;      
        return task.id;

I have tried to login to Portal but it did not generate any task on my User.

  • That's where I am confused, when will this trigger. My scenario is whenever a Partner Logs into Portal it has to create a task, I am not really sure how to achieve this, can you guide me? Sorry i'm new to Salesforce so my question might be wierd. – Lin Dec 12 '17 at 21:42
  • Your question makes sense but I'm not entirely sure how feasible it is. Does it have to create the task immediately or can you do it nightly? the easiest way I can see to trigger your code is to use scheduled apex. – gNerb Dec 12 '17 at 21:47
  • It has to create immediately. can we do something like whenever this loginTime = Today() AND profile = 'portal user' condition is true it has to generate a task. But how can we run this class? – Lin Dec 12 '17 at 21:49
  • You'll need a custom login page. I've updated my answer to point you in the right direction. – gNerb Dec 12 '17 at 21:58

You'll need a custom login page for your community. That should allow you to react as soon as a user has authenticated.

Once you accomplish the above, your method that returns a page reference should return a page inside your community (success) or an error page/null (failure). If the page reference is a good page, you can write code to create the task prior to re-directing the user.

public PageReference login() {
    String startUrl = System.currentPageReference().getParameters().get('startURL');
    PageReference loginResult = Site.login(username, password, startUrl);

    if (loginResult.getUrl() == startUrl) {

    return loginResult;

At least, that's the theory, I haven't needed to do this before so i haven't put it to the test. You'll have to be cautious with permissions as well, they can get tricky in communities.

| improve this answer | |
  • Thanks for the help Toby, It was a Lightning page, so I had to create a custom lightning component and controller in order to achieve this. – Lin Dec 13 '17 at 14:52

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.