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Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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0answers
10 views

How can I change the order of Activities by Due Date in Lightning?

In Salesforce on a lightning page, you can view Tasks for that Object in the Activities pane on the right, you see all the Due Dates. However, they appear in order from oldest to newest for some ...
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11 views

How to secure API end points in custom activities?

I have a custom activity created for the journey builder. From a security point of view, how can I protect my REST endpoints? I know we can get the fuel token in the getToken method from postmonger. ...
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0answers
62 views

Users cant see tasks they created and assigned to others

we wre facing an issue where ALL users need to create tasks WITHOUT relating them to account / contacts. when they do so they get 'insufficient privileges' error. ​​​​​​Is there anything that could ...
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0answers
57 views

Activities : New Task > Subject “picklist values”

Can we have differnt subject picklist values for different object ? When I edited the Task Subject it affects all the the object that has Activities : New Task action Ex : Account > Activities > New ...
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1answer
17 views

Prevent new activity being logged against inactive accounts

Our accounts have inactive checkbox. When this is checked users should not be able to create new tasks/events I tried validation rules like: (on both task and events) AND( ISNEW(), $Profile.Name <...
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0answers
21 views

Grant edit access on Tasks to users regardless of role hierarchy

Is it possible to grant users with edit access to tasks regardless of role hierarchy and without giving 'Modifiy All Data' permission ? As per my understanding, if task is craeted and related to a ...
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0answers
36 views

Are Activities visible if related to records visible via Sharing Sets?

We have a Partner Community where Opportunities are shared via Sharing Sets. Users log activities against those sharing sets. Note that this isn't to do with the Public field on Activity. We've ...
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1answer
17 views

How to customise Activities logged at Contact Notes in Salesforce to appear under Account past activities and vice versa

Account has lookup relationship with Contact Notes. The requirement is notes/tasks logged at Contact Notes to appear under Account activities section (past activities) and vice versa.
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0answers
13 views

Can “Delegated Administration” be used to allow users to edit other user's tasks?

I would like to allow a group of users (same Role Hierarchy) to edit each other's tasks. I changed the "Activity" sharing rule to "Controlled by Parent". Am I able to use "Delegated Administration" to ...
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0answers
55 views

Apex - Chatter Link to Record

I have been trying to create a chatter post that will fire on task creation using the ConnectApi & the following git repository:https://github.com/forcedotcom/ConnectApiHelper What I have so far:...
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1answer
20 views

Quick Action for Activity: custom field for account lookup

I have created a custom quick action for the activity in Account. All lightning experience. The custom quick action is like a new task. I need to add a field to show which account this is coming ...
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1answer
25 views

Add new tab to Account's activity

When clicking on an account, the client has an activity tab on the right side of the page. The activity currently has 2 tabs under it. One is for New Task and another for Email. The client wants to ...
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1answer
118 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...
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1answer
72 views

Create Recurring Series of Tasks in lightning experience issue

In my Account layout in each Account record I have a related list allowing me to create Task records. When I switch to Lightning experience and open an Account record and try to create a new task ...
0
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1answer
34 views

How to add a Formula value based on Comments at the task level

I want to create a Formula that takes some of the text values from the field 'Comments' in a Task. The issue here is that you can only create the field at the Activity Level. When creating the ...
0
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1answer
21 views

Automation Studio create activities via REST API

I need to create and save an activities with REST API in Automation Studio. How can I do it? many thanks
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1answer
134 views

need to write trigger on activity (Task and event)

I have following requirement, Update Activity “Type” field with following: Type = Call, if Subject starts with "Call" case-insensitive. Type = Email, if Subject starts with "Email" case-insensitive. ...
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0answers
21 views

'Reminders' app on Iphone

Our users are seeing their overdue tasks being pushed to the 'reminders' app on their iphones. As a System Admin, I looked around everywhere on how to 1. enable/ disable this setting 2. customize this ...
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1answer
16 views

Add custom object form to Activity of another custom object

In a custom object, Student, I created the view shows the Activity section with tabs like New Event, New Task, and Log a Call. I have another custom object, Ticket, that has an association with ...
2
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0answers
56 views

INVALID_ID_FIELD, SaveAsActivity is not allowed with whatId that is not supported as a task whatId [duplicate]

I have an email template which is configured like this: recipientType="Contact" relatedToType="Lead" The email is sent using this: mail.setWhatId(leadId); mail.setTargetObjectId(contactId); mail....
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1answer
36 views

Manual Sharing/Opportunity team exposes other related data

We have two separate teams(A,B) which are not supposed to view each other's data. Specially account details, activities, contacts and opportunities. But sometimes user A1 has to share opportunity ...
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0answers
28 views

Salesforce CTI error

We are facing a unique problem when it comes to saving the call log for an incoming call. We are using PureCloud as CTI.When the customer calls,PureCloud starts throwing the error"Failed to save the ...
2
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2answers
2k views

How to add fields to “New Event” under “Activity” tab in Lightning?

I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity: However, it appears this component is a static, non-customizable component because when I click on it in ...
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1answer
48 views

Export Multiple Contacts from Shared Activity Task in salesforce

we have "Shared Activities" enabled on Tasks, which allows adding multiple contacts to the "Name" field on a Task object. Question: does anyone know how to export all contacts that are entered in ...
2
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1answer
85 views

Do not see Event object in Dataloader

I need to move events from one SF instance to another, but when I open Data Loader I don't see Even (and Event Relation) object in the list of available options. I login under user with System ...
2
votes
1answer
44 views

How to retrieve activities using SOQL?

I like to retrieve activities of an account using SOQL like: Past Activities - <Date> Email: <subject>, John A. sent an email to David K. - <Date> Email: <subject>, Brian G....
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2answers
107 views

What happens when I delete the Task related to an EmailMessage?

We're looking for ways to get rid of some data in several orgs. One potential target would be the Task records that get created along with every EmailMessage. (I.e. the Tasks of which the Id is stored ...
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1answer
52 views

Creating master data view with multiple data views

I am trying to create one master data extension for multiple different event types like clicks, bounces, opens, and etc. Is there any documentation that leads toward this? Or if I have to join all ...
1
vote
1answer
29 views

How does default Sharing work for Events with no attendees?

I'm trying to understand the Event sharing rules, as I have an Email Service that will run with minimal permissions and that needs to query Events by ID (event IDs will be present in the emails). ...
0
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2answers
132 views

Adding Activities on Leads in Salesforce Lightning?

How do you add new activity tabs on Leads in Salesforce Lightning? I'd like to be able to add calls/upcoming meetings. This is available in Salesforce Classic.
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0answers
204 views

What's wrong with this “HTTP.Get” in SSJS?

In activities I am running this script: <script runat="server"> Platform.Load("Core", "1.1.1") var NewReq = HTTP.Get("http://samplesite.com/sample.html"); </script> It always throws ...
1
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1answer
331 views

Remove tabs from activities in lightning

I want to delete tabs in activities, and just let new task. Help me capture bellow :
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votes
1answer
100 views

activity insert using rest api

I am trying insert an Activity object from an external telephony system after a call is made however I am not seeing an API to call the Activity Object.
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1answer
162 views

Open Activities /Activity History don't appear under Custom Object page layout's Related Lists

I'm trying to add an Activities section to this custom object, but I can't figure out how to get the Related List section to show Open Activities and Activity History so I can progress.
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0answers
160 views

How to retrieve global value set values assigned to Task recordtype through metadata API

How do I, through the metadata, retrieve the picklistvalues assigned to a task recordtype, when the picklist is a global value set? I've tried with the following package.xml, however neither the ...
1
vote
1answer
276 views

How to add Multi-pick list field to Compact Layout of Task in Lightning Experience

I have a Multi-pick list field in Activity, I want that field to be added in Compact layout of Task object. The Compact layout displays all the fields in the Available field section except Multi-pick ...
2
votes
0answers
18 views

Activites not being shared

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...
1
vote
1answer
147 views

Custom activity field and page layout

I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, ...
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0answers
714 views

Log a Call Button on Lightning

I cannot get the log a call tab to appear on the lightning page. I am just using the standard activity component. It seems to apply to all objects, but for now we can just focus on opportunities. I'...
0
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1answer
46 views

Rollup Help needed

I am using a tool called "Declarative Lookup Rollup Summaries Tool" by Andrew Fawcett in Salesforce Enterprise Edition. I have a sales team that makes outbound calls. I am looking for a way to count ...
0
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1answer
39 views

search of “Related To” on Activities default to a Custom Object in LEX

I am trying to set the RelatedTo field of activity to search in a custom object. In classic we can simply use URL hacking & custom button. But in lightning this solution is not viable. I tried few ...
2
votes
1answer
158 views

How to Hide Calendar/Activity Details by user wise?

I have imported A,B,C,D User Event details in Admin User. those all user events are Showing in admin calendar view. like below Image. How can i see particular users details in separate tab like ...
0
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1answer
112 views

Very difficult to find the tasks with Due Date as empty and Status as completed. Any thoughts please?

I have so many activities created for one of my account. Some of the activities just do not have Due Date (empty) and Status as completed. When I tried to look for those activities in the account page ...
1
vote
1answer
135 views

Activities past due dates are still displaying in Next Steps section in LEX

I am observing that the activities that past the due date are still displaying in the Next steps section in Lightning Experience. Please see the screenshot below. Is this a normal behavior? What I ...
1
vote
0answers
343 views

Adding custom Global action tab in the Lightning record page Activity composer

I have a requirement to add a custom tab(create a new custom object record) in the activity composer along with new meeting, new to do and Email standard tabs. I was wondering if there is any ...
1
vote
1answer
151 views

MC - Script Activity - Can I add/update/upsert some content to a DE using a Script Activity?

I have a script in SSJS that works fine inside a CloudPage (I use it for debug). For some unknown reason the same script doesn't work in Script Activity inside the automaton, without any error and ...
0
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2answers
415 views

SFMC SQL query most recent record MAX()

Hi everybody iam facing some issues. I want to create a sql activity which gives me the most recent record based on my date field called (created date) from DE: integration 2play and saves those ...
0
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0answers
165 views

Task created by Process Builder not showing in Activity Timeline until refresh

I'm struggling with the following problem: My goal is to create a task for an Opportunity once the Opportunity stage changes, which is set using the sales path. I'm using process builder to create the ...
0
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1answer
28 views

“Send Email” Activity in Lead detail page for Partner Community

How can I add Send Email activity in Leads's record page for partner community portal. Post and Poll options are available but am not able to get email action in lead record page. Please somebody help ...
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0answers
285 views

Can we delete file from SFTP Import folder after import activity?

Can we delete file from SFTP Import folder after import activity? I have an automation that picks up the file based on name. The file is uploaded frequently on SFTP import folder and I have noticed ...