Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
276
questions
0
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0
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20
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 ...
- 741
0
votes
1
answer
61
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
0
votes
0
answers
36
views
Create Automation Studio Activities Custom Role
I have created a custom role which should be able to access Automation Studio Activities (CRUD). I have already granted permissions for Automation Studio, Subscribers, Activities and Shared Data ...
2
votes
1
answer
133
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
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0
answers
18
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
176
views
Reporting - Cases with Milestones
My team and I were about to create some custom reports.
There is a business need to associate "Cases with Milestones" report with:
Activities (Tasks), that are related with Case record
...
0
votes
0
answers
49
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 ...
- 583
0
votes
1
answer
314
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 ...
- 285
0
votes
0
answers
25
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
...
- 1
0
votes
0
answers
25
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 ...
- 17
0
votes
0
answers
110
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 ...
- 50
0
votes
1
answer
199
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
...
- 189
0
votes
1
answer
66
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
0
answers
37
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 ...
- 193
0
votes
1
answer
58
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
16
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 ...
- 35
1
vote
1
answer
258
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
102
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 ...
- 189
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
122
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'...
- 3,604
0
votes
1
answer
439
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 ...
- 3,604
1
vote
1
answer
828
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 -> ...
- 147
0
votes
1
answer
496
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 ...
- 97
0
votes
1
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93
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, ...
- 2,450
0
votes
0
answers
213
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
110
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 ...
- 10.9k
1
vote
0
answers
203
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. ...
- 330
0
votes
1
answer
159
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
622
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 > ...
- 625
1
vote
1
answer
508
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 ...
- 2,325
0
votes
1
answer
417
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
292
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
364
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 ...
- 378
0
votes
1
answer
73
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
509
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 ...
- 435
0
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0
answers
224
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 ...
- 13
0
votes
2
answers
90
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 ...
- 45
1
vote
1
answer
480
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 ...
- 131
0
votes
1
answer
194
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
- 45
0
votes
0
answers
123
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 ...
- 375
0
votes
1
answer
54
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, ...
- 63
0
votes
1
answer
3k
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 ...
- 355
0
votes
1
answer
489
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
1
answer
58
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 ...
- 123
0
votes
1
answer
88
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 ...
- 395
0
votes
1
answer
50
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
1
answer
134
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 ...
- 461
0
votes
1
answer
48
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
1
answer
108
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, ...
- 4,469
0
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0
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25
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 ...
- 55