Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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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 ...
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0 answers
19 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 ...
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22 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 ...
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2 answers
56 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 ...
0 votes
0 answers
120 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 ...
0 votes
1 answer
100 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')")[ ...
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0 answers
85 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
323 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 ...
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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 ...
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0 answers
333 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 ...
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0 answers
96 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 ...
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1 answer
574 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 ...
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1 answer
321 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 ...
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1 answer
110 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 ...
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1 answer
81 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
22 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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1 vote
1 answer
431 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
1 answer
138 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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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
161 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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0 votes
1 answer
608 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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1 vote
1 answer
1k 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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0 votes
1 answer
800 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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0 votes
1 answer
115 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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0 votes
1 answer
293 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
1 answer
143 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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2 votes
0 answers
241 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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0 votes
1 answer
174 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
740 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
1 answer
648 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
1 answer
488 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
380 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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1 vote
1 answer
448 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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0 votes
1 answer
85 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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1 vote
1 answer
677 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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0 answers
297 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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0 votes
2 answers
119 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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1 vote
1 answer
622 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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0 votes
1 answer
443 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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0 answers
149 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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0 votes
1 answer
58 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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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 ...
0 votes
1 answer
553 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
89 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
1 answer
131 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
1 answer
62 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
205 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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0 votes
1 answer
77 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
140 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
0 answers
26 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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