Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
290
questions
-1
votes
1
answer
22
views
Couldnt find new button to create new field in standard object(Task)
Couldn't find new button to create new field in standard object(Task)
- 1
0
votes
0
answers
40
views
Dropdowns on a buttons in Dynamic Activity Composer
Not long ago new Dynamic Activity Composer was added to Salesforce:
It adds a dropdowns here
Is it possible to customize this dropdowns by deleting certain actions or removing down arrow buttons?
0
votes
1
answer
86
views
How can I create a File Transfer Activity in Automation with File Action is "Move a File From Safehouse" by API/SSJS in Marketing Cloud?
I have an SSJS code script that can create a File Transfer Activity but by default, it's made File Action is "Manage File" so how can I change it to "Move a File From Safehouse". ...
-1
votes
1
answer
66
views
Activities: combine completed date (tasks) and activity date (events) into a single field
How to create reports with a filter on completed date-time of tasks and events? They are both stored as "activities", but the completion information is stored differently:
Task completion ...
- 101
1
vote
1
answer
1k
views
Invalid property show legacy activity component error deployment
how are you? I have the following problem, I was assigned to be able to send emails from the chatter in opportunities, I created a quickAction and added it to the layout, then I went to the page ...
- 29
0
votes
0
answers
96
views
Engagement History Reporting
We use SFDC with Pardot and I cannot for the life of me figure out how to bring all our marketing activity into a reportable format.
I want to see an itemized list of form submissions, landing page ...
- 89
-1
votes
1
answer
32
views
Activities, Events and List Views
The question is more about the understanding of Salesforce features rather than looking for any specific solution.
Recently, I've been closely working on the objects Activities and Events and it seems ...
- 27
2
votes
1
answer
149
views
What are the objects/entities that are NOT allowed in an inner join SOQL query?
I've tried to do an inner join SOQL query using Events/Tasks:
SELECT Id FROM Attachment WHERE ParentId IN (SELECT Id FROM Event) LIMIT 1000
But I failed with the error:
"Entity 'Event' is not ...
- 35
0
votes
0
answers
37
views
Error on Activities related list when Restriction Rule is applied
I am encountering issues in activities related list when I applied a restriction rule, user is able to able to open the activities but the related list keeps throwing the error, tried removing the ...
- 33
0
votes
0
answers
28
views
Set default filters on activities
Is there a way as a system admin to set values for activity filtering for all users?
- 1
1
vote
1
answer
62
views
Updating Controller to Include Tasks Related To Account Opportunities
I have been asked to update a Controller used for a custom 'Recent Activities' LWC on the Account layout. Right now the Controller is querying Tasks related to the Account and displaying them in the ...
- 55
0
votes
1
answer
251
views
Partner Users - Tasks assignment and visibility
As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user.
Requirements:
1st Requirement:
When a partner user assigns a task ...
- 817
2
votes
0
answers
85
views
Prevent activities (event, task, and email) in Opportunity and child objects from appearing in Account too
I am trying to prevent activities from an Opportunity and child objects from rolling up to a related Account's activity component:
Here is the Account activity component. Tasks from related ...
- 55
1
vote
0
answers
21
views
Sharing Rules on Activities [duplicate]
OWD as follows
A user in the role of 'Customer Support Agent' should be able to view Activities related to Accounts and Contacts they do not own.
Since Sharing Rule on Activities is not possible.
...
- 787
0
votes
1
answer
13
views
Activity tab in lightning page
However I try I cannot display the email option here.
Things did:
Checked each page layout of the object and confirmed that the mobile and lightning action has the email option.
Then checked the ...
- 39
0
votes
0
answers
87
views
Sync Google Calendar to Salesforce without Einstein Activity Capture?
How can I sync my google calendar to salesforce without using Einstein Activity Capture or Apex?
We are using other tools currently that sync emails to Salesforce and don't want to risk any duplicates ...
- 567
0
votes
1
answer
46
views
Custom Object to replace tasks to handle 255 Char limit
In salesforce lightning, The Task/Activities Object (I believe one inherits from another), seems to have a hard limit of 255 chars for a field and does not have options for the text field long or rich ...
- 115
0
votes
0
answers
38
views
LinkedIn InMail is assigning task to wrong person in salesforce
Our salesforce is integrated with LinkedIn sales navigator. I have a Salesforce user Who whenever she writes LinkedIn Inmail message, she checks the box “Log to CRM”, hits send, when she views the ...
0
votes
0
answers
86
views
Activity Access Levels w/ Controlled By Parent
I have a user who can see only a subset of the Activities for an Account/Contact and I'm trying to figure out why. Although I suspect it's due to "Grant Access Using Hierarchies" and the ...
- 13
0
votes
2
answers
374
views
Auto generate the ''To'' field when sending Email on Opportunity
On Opportunity --> Activity --> Email.
Does someone know how to auto populate the fiel 'To' related to the Contact email?
For now, I need to copy paste the email address, I am looking for an ...
- 21
0
votes
0
answers
405
views
Unable to Report Events(Activities) with Direct Relation to Account via WhatId
Is there any way we can use standard reporting capability to fetch Events where WhatId is associated with an Account record ?
I am able to fetch Events which are linked (in-directly) with Account via ...
- 740
0
votes
1
answer
230
views
What fields are shown in the object manager (Activities)?
If I query fields by using:
task_fields = pd.DataFrame(sf.query(
"SELECT QualifiedApiName, Label FROM FieldDefinition WHERE EntityDefinition.Label IN ('Task')")[
...
- 149
2
votes
1
answer
706
views
Using Einstein Activity Capture, unable to show Mails and Events in custom components
We have Einstein Activity Capture activated in our Org. We want the synced events and mail to be part of our custom component.
Since these records are not stored in Salesforce we are not able to show ...
- 21
0
votes
0
answers
19
views
How to populate a text field on Task with the WhoID/'Name' Owner? [duplicate]
How do I adapt my Task Process Builder to reach into the WhoID (aka the 'Name' field) on the Task in order to populate a text field on the Task with the WhoID Owner's name.
In other words, if the ...
- 19
0
votes
0
answers
163
views
For My the "Allow Users to Relate Multiple Contacts to Tasks and Events" is disabled
I want to relate several contacts to mys task.
And i know that fot rhis i should enable the "Allow Users to Relate Multiple Contacts to Tasks and Events" checkbox .
However it is disabled ...
- 1,487
0
votes
1
answer
971
views
How to enable/show Activity Timeline for Custom Object on Salesforce Android App?
There is currently a feature to show Activity Timeline on the Salesforce Android App for some Standard Objects' record page, such as Leads, Opportunity, Accounts, and Contacts. Source.
Example:
My ...
- 343
0
votes
1
answer
454
views
Cross Apply in SFMC SQL Query Activity
SELECT
e.cust_id AS customer_id,
e.event_id AS event_id,
max(t.updatedON) as recent_timestamp
FROM
event_table AS e
INNER JOIN car AS c ON e.cust_id = c.cust_id and e.event_id = c.event_id
...
user80446
0
votes
1
answer
158
views
Multiple SQL statements in one Activity [closed]
We have to check in our transaction database to see if the product is bought. We get the data like:
DB1
key
product_1
Product_2
product_3
111
123456789
789456456
456789132
123
487462538
487454521
...
- 5
0
votes
1
answer
131
views
Change field from activity history
I can change the field that is displayed as a title in the activity history? Currently is the subject:
1
vote
0
answers
38
views
Change the default for Activity related to
I'm using Salesforce in two languages - English and Spanish. When I create a new event in activity, there is an option to choose which object it is related to.
In the English org, by default, the ...
- 37
1
vote
1
answer
641
views
Unable to assign Queue as Owner of a Task in Apex Test and Trigger
I have below code in my Trigger which is trying to assign a Task to a Queue. I have provided access to Task object to the Queue. Below code works in anonymous window, it works when I create a Task in ...
- 568
0
votes
1
answer
202
views
How to Update a Single Record with Journey Trigger Update Contact
I have a Journey Data Extension with the following fields:
id (PK)
contact_key (pk)
entry_time (datetime)
status (text)
The Journey is setup such that a user can enter anytime and as many times as ...
user80446
0
votes
0
answers
12
views
We hav enabled Activity History for SysAdm & have shared access to other users through permission set but Event&task are not visible to other users
Activity Setting is enabled for all user but Event and Task related list is visible only to System Admin and not to other users. Have checked the system permission for other user still it is not ...
1
vote
0
answers
202
views
Cannot display Task CompletedDateTime in a related list component
I have a custom object with the Activity History related list on its page layout in a customer community.
I wanted to display CompletedDateTime for Tasks that appear in this list, but the field doesn'...
- 3,823
0
votes
1
answer
922
views
Customer Community Plus Users unable to see "Delegated Tasks"
I have a Customer Community (Digital Experience) with a custom object. Customer users have a need to create Task (Task) records tied to this custom object and assign them to other customer users under ...
- 3,823
1
vote
1
answer
2k
views
Activity Timeline is not Displaying in Community
I've followed this Knowledge Article, and nothing seems to work. https://help.salesforce.com/articleView?id=000350558&type=1&language=en_US&mode=1
Following the KA: I went to Setup -> ...
- 171
0
votes
1
answer
1k
views
Count activities on contact object
Is it possible to create a rollup summary field on Contact to count the activities. For example, count the total number of times 'Log a call', total number of times 'log a meeting', and total number ...
- 107
0
votes
1
answer
154
views
Is there a lightning alternative to ViewAllActivityHistoryPage?
We have a custom link created on Case object that has a URL as :
{!$Site.Domain}/ui/core/activity/ViewAllActivityHistoryPage?&id={!Account.Id}
In this, from what I understand is that, ...
- 2,520
0
votes
1
answer
431
views
Line breaks in description field (From Journey builder - Create task activity)
Within journey builder I create task activities and push this to Sales Cloud.
The text we enter in the 'description' (long text field) ends up in one line in Sales Cloud, which makes it unclear.
Our ...
- 1
1
vote
1
answer
202
views
How to display (or replicate) Activity Publisher without Activity Feed?
The standard Activity lightning component available in Lightning App Builder is composed of a "publisher" section which displays Quick Actions (based on the "Salesforce Mobile and ...
- 11.4k
2
votes
0
answers
293
views
Queue Member (Partner User) not able to access Task
The system admin is creating a Task which is Assigned to a Queue. This queue consists of two partner Community Users. The expectation would be that the queue members would have access to the Task. ...
- 370
0
votes
1
answer
199
views
Unable to select custom field of task in process builder
I had a requirement to create custom field called Potential in task, since task object does not allow you to create custom field i had to create that in activity.
Now i need to use this custom field ...
0
votes
1
answer
1k
views
Standard field Type on Task not available for Reporting
I want to build a 'Tasks and Events' Report. So I created a New report
Standard field 'Type' which is a Picklist is not available to be selected when creating a report.
What I tried so far
Setup > ...
- 787
1
vote
1
answer
842
views
How to display Activity History in Created Date order in Lightning UI?
In Lightning UI Activities are not in order of Created Date. In Classic UI in contrary they are in correct order.
The problem is in Time attribute. When two Tasks are created at the same Date but in ...
- 2,395
0
votes
1
answer
539
views
Error while creating a look up field on Property in Activity while following Trail of Admin Beginner - Create Object-Specific Quick Actions
I am following the trail for Admin Beginner and came across the error as "There were custom validation error(s) encountered while saving the affected record(s). The first validation error ...
0
votes
1
answer
514
views
Does activity archival decrease the storage limit?
Salesforce archives Activities after a year of due date end.
What I didn't find is - does archival decrease the Storage Limit consumption?
I.e., there're 1kk tasks in the org and the storage consumed ...
- 1,031
1
vote
1
answer
588
views
Can we save attachment in activity using apex
I'm using an apex single email message to send an email with an attachment. Everything is working fine. But in the activity history, I can only see email body details but attachment not saved in ...
- 402
0
votes
1
answer
113
views
SOQL for All Activities Under a Role
I have a report that pulls back all activities under a role but it can only pull back a years worth of activities since Salesforce archives them. So I am wondering if I can take the filters on my ...
- 1
1
vote
1
answer
885
views
Add a Lightning Component to Activity Layout
I want to modify the Send Email Global action and add some custom fields to the layout which is not possible in the standard Global Action. Hence I am trying to create a Lightning Component and add it ...
- 465
1
vote
0
answers
398
views
Script Activity Outputs
I creasted a SSJS in Marketing Cloud under --> Automation Studio --> Activities --> Script , I was curious to know how I can view the results of Write statements in the script?
I am able to store data ...
- 33