Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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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 ...
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24 views

Multiple SQL statements in one Activity

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 ...
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16 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 ...
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1answer
32 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:
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16 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, ...
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13 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 ...
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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 ...
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1answer
35 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 ...
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1answer
44 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 ...
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11 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 ...
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55 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 ...
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36 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'...
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1answer
61 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 ...
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1answer
143 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 -> ...
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1answer
81 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 ...
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1answer
43 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, ...
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61 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 ...
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1answer
41 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 ...
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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 ...
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103 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. ...
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14 views

In Lightning i can't delete last related contact on Activity

I enable Shared Activities in my org. After that in Lightning, when editing a event, I cannot remove the last contact from the activity. Even in the trigger on the before update, the old Whoid comes. ...
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13 views

How do I manage permissions for emails associated with custom objects

I have a custom object that I use to track Members, and we often send our Member's emails from within salesforce. I would like everyone with access to the Member object (record) to be able to view ...
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65 views

Set WhatId field on activities to null in Quick Action

We have a custom object that is related to account via a lookup field. On the page layout we have an action that creates a task and uses pre-defined values. We want to write the parent account into ...
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55 views

LWC component navigation to a certain layout or repurpose the Activities panel in a custom LWC

I am trying to make a custom LWC that when you click on the "email" icon navigates to that child record's page but with a certain layout that only shows the activities and task panel. I want ...
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1answer
84 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 ...
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1answer
332 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 > ...
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1answer
248 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 ...
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1answer
213 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 ...
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1answer
105 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 ...
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1answer
145 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 ...
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1answer
35 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 ...
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1answer
173 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 ...
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116 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 ...
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2answers
46 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 ...
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1answer
228 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 ...
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1answer
31 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
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91 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 ...
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1answer
43 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, ...
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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 ...
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1answer
258 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 ...
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1answer
30 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 ...
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1answer
39 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 ...
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1answer
34 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 ...
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1answer
25 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 ...
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1answer
22 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). ...
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1answer
69 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, ...
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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 ...
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1answer
95 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 ...
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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 ...
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1answer
428 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 ...

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