Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
273
questions
0
votes
0answers
17 views
Report for Tasks Related to assets not showing expected Data
I created a report to show all the completed tasks on A Asset.
Below are the filters i applied
ALL activities
Created date all time
Show Tasks and events
Show Completed Activities
Subject Contains CM
...
0
votes
0answers
11 views
EAC and "Users with Daily Metrics" Report not working together?
I have a field called "SFDC Last Activity Date" which is an Activity Metric formula field and I made a "Users with Daily Metrics" report. When I have a user added to the Einstein ...
0
votes
0answers
25 views
New Event button visible on top of the page even when not added to layout
In one of my sandboxes [Let's call it Sandbox 1], the 'New Event' button was added on account layout in the section 'Salesforce Mobile and Lightning Experience Actions'. At that time, the button ...
0
votes
1answer
52 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
...
0
votes
1answer
40 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
...
0
votes
0answers
18 views
Task list view not coming in Lightning
The List View which are created under Activities in classic are not coming under Tasks List view in Lightning.
instead of creating the list views manually in lightning on Task object, need to display ...
0
votes
1answer
35 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:
0
votes
0answers
21 views
Case Feed query does not contain some of Activities types
When I am querying CaseFeed information regarding certain Case record, output is not complete. It contains ChangeStatusPost, CreateRecordEvent feed types, but it does not contain for example Call Log, ...
0
votes
0answers
76 views
Email Messages not appearing as Activity in Reports
We have a Custom Object Survey__c, which is created whenever a customer fills out a Survey with the details they filled out after each Work Order has been completed. Our policy is that our Service ...
1
vote
0answers
11 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 ...
0
votes
1answer
78 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 ...
0
votes
1answer
55 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 ...
0
votes
0answers
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 ...
0
votes
0answers
80 views
Not all activities appearing in OpenActivities and ActivityHistories? (i.e. Emails, calendar events)
I want to be able to track/count email activities on a contact.
E.g.
When I queried that contact like this:
select Id, Name, Email, (select Subject from OpenActivities), (select Subject from ...
1
vote
0answers
77 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'...
0
votes
1answer
143 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 ...
1
vote
1answer
385 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 -> ...
0
votes
1answer
176 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 ...
0
votes
1answer
60 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, ...
0
votes
0answers
117 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
vote
1answer
54 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 ...
0
votes
0answers
24 views
Adding activities component to record page but logging to a different object
We have a requirement where a certain business unit is doing all their work on one record page - call it ObjectB__c. This particular business unit would like to log all their calls and activities to ...
1
vote
0answers
122 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. ...
0
votes
1answer
123 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
1answer
447 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 > ...
1
vote
1answer
351 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 ...
0
votes
1answer
279 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
1answer
149 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
vote
1answer
209 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 ...
0
votes
1answer
45 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
vote
1answer
254 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 ...
0
votes
0answers
150 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 ...
0
votes
2answers
54 views
Data Loader - Connect Activity/Tasks to Quotes?
I'm Data Loading from Org to Org.
Accounts, Contacts, Opportunities, Leads, Activities, Products, Price Books, and Quotes are all complete.
I just finished Quotes.
Activities/Tasks are showing on ...
1
vote
1answer
320 views
report on log a call
I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
0
votes
1answer
48 views
How to pull data from Account to Activity?
I created a Text Field on Account.
I want to create a field on Activity so that my Account Field displays there.
Is that possible? if so, How?
Thanks
0
votes
0answers
99 views
Activities: Assigning Tasks to a Queue(Spring 20) Visible to non Members of the Queue in Activity Composer Lighting component
I am trying the new feature of spring 20 "Assign the Tasks to the Queue".
Assign to Queue The issue I am facing here is the Activities are shown to none members of the Queue in the Activity Composer ...
0
votes
1answer
46 views
Create Duplicate Event based on Multi-Picklist Values Initials
We keep attendees list(Initials) under Event/Activity people who attended meetings. Now I want to create duplicate records for these attendees, so they would get credit for attending the meeting. So, ...
0
votes
1answer
2k views
Actions not showing up on Lightning Activity component but they ARE on the layout
I've been battling this one for longer than I would care to admit. Currently I'm trying to get the Global Actions (Log a Call, New Task, Send an Email, etc) to show up at the top of the lightning ...
0
votes
1answer
341 views
Performing an Group By Function in SQL in Marketing Cloud Activity [closed]
I'm trying to perform a Group By function on my Click data view Data Extension, which was built from the _Click data view. (Not sure if it's necessary to have the extra layer.) I am looking to ...
1
vote
1answer
34 views
Double completed date fields in Activity fields
I have strange thing on my salesforce, in Activity Custom Fields section there is only one "Completed Date" field
but there are 2 same completed date fields in my custom report type with Primary ...
0
votes
1answer
47 views
How to limit activity access for a specific object and profile
I know it is possible to limit access to Activities for a Profile at the System Level:
Is it possible to only limit that access for a specific object? For instance, is there a way to only restrict a ...
0
votes
1answer
39 views
Querying synchronised data extention
I had a task of getting records from a synchronised data extention and get the opens and clicks from the emails of that DE. The problem is that I cant see those DE in query category . So, i was ...
0
votes
1answer
48 views
Formula Field on Activities Object is resulting in syntax error
I am somewhat new to formulas.
I have a formula field created on the activities object that is supposed to return a date. I am getting a syntax error when I check the syntax checker.
My formula ...
0
votes
1answer
24 views
Activity buttons unavailable in Cases, but available in other objects
I'm having a hard time dealing with activity buttons (new task, record a call, new event, send email) in the Case Lightning page, although they do appear in other objects (pages in Spanish).
...
1
vote
1answer
81 views
How to limit email lookup fields to account contacts while sending email from account in Lightning?
While sending an email from an account in Lightning using the standard Activities email component, the address lookup appears to first pull matching users ("Bob" in my example) from account contacts, ...
0
votes
0answers
24 views
Recurring Events Lightning - Repeat field is not writable. How to use this field in custom lightning page? [duplicate]
I am trying to create a bulk action on recurring events. Isrecurrence2 field is not writable in the controller.
How to create recurring events in custom lightning pages.
The image is from my ...
1
vote
1answer
120 views
Sharing Table for Activities
When I try to query the sharing table for task it tells me that taskShare is not supported. Is there any way to access the sharing table for tasks or events?
Select id, RowCause, UserOrGroupId from ...
1
vote
1answer
26 views
how to limit the not all activity events to be visible for all employees
Good day,
I have the following question how can I hide some activities not to be visible to all employees. Now the sharing settings for Account and Contact are Public Read/Write and for Activities ...
5
votes
1answer
521 views
Is there any reason we shouldn't allow activities on custom object
I'm going to check 'allow activities' on a custom object, but before I do that, are there any considerations I should take into account before doing that?
I couldn't find one of those considerations ...
0
votes
1answer
408 views
Validation error when creating Lead lookup field in Activity object
Validation Errors While Saving Record(s)
"There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Lookups on activites must ...
