Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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17 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
14 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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19 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
27 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
51 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
33 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
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1answer
16 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
20 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
20 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
21 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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0answers
14 views

Couldnt find data extract in automation studio activities [duplicate]

I was trying to extract data extention from marketing cloud but I couldnt find the data extract activity in the automation studio. Should it be opened by creating a support ticket or is there a way to ...
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1answer
18 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
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1answer
27 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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23 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
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1answer
17 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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0answers
18 views

Email activities related to record are not showing up

i am sending email using Email(quick action) from activities section. i am receiving email at my end but email activities related to this record are not showing up in the activities section? can ...
1
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1answer
20 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
127 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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1answer
68 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 ...
1
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1answer
165 views

Is it possible to create Script Activities through Marketing Cloud API?

I am developing an application to interact with our Marketing Cloud and I would like to be able to create custom Script Activities(containing SSJS API calls)through the API for each campaign so I can ...
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0answers
22 views

Disable Access To Acitivites per Profile

Is there a way to restrict access on Task/Activities records per profile? I have created a profile that has access only on Accounts. Nothing else. I want it to be very restricted. But on global search ...
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1answer
38 views

Global activity timeline / show combined activity on all records

I'm looking for a way to display everything that's been going on in my org on the home page in an activity-history kind of view. Essentially like the facebook news feed, where you see everything ...
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0answers
25 views

Can we rename the message appeared in the Activities

Is there a way to rename or change the highlighted message in the below image.
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0answers
19 views

Relate multiple contacts to activities in custom visual force page

In our Salesforce org, under "Activity Settings", the feature "Allow Users to Relate Multiple Contacts to Tasks and Events" is enabled. However, this seems to work only standard page layout when I ...
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1answer
28 views

Transferring activities associate with accounts to lead

1) On changing the "whoId" of the activities for the conversion of activities associated with the account to lead should we also change the "whoId" field of open activity and activity history too? 2) ...
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1answer
759 views

Task and Activities related list in LWC layout [closed]

I have a requirement to bring Task and Activites related list in LWC. Based on some conditions this related list will be shown to some users and some users won't see. Can anyone help me with any ...
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0answers
13 views

What are the possible approaches to store whether given emails have been sent on a custom object?

We are looking to give the option to our Sales Rep to automatically send an email from a custom object, through a workflow action, or to send it manually (or maybe even inform the client via a phone ...
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21 views

Get last automation activities

I bumped into an issue with getting the data of automation activities: In the Automation Studio there is the Activity tab with "Run Log". How I can get the data of Start/Completed time for the list of ...
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1answer
19 views

Activity Information Fields

While creating a report on Events and Activities, I can see the following fields available. However, these fields are neither available on Event nor or Activity. I have checked the field list from ...
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1answer
367 views

Permissions error when attempting to “View All” Activities in Lightning

When I log in as one of our users from a desktop browser and click the "View All" button on the Activities (timeline) component, I get the following error message: You can't view this page, either ...
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21 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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0answers
26 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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67 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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371 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
52 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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41 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 ...
0
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1answer
24 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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1answer
128 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 ...
0
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1answer
78 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 ...
1
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1answer
902 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 ...
0
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1answer
385 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
123 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
72 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
594 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
23 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 ...
0
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1answer
18 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
150 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
177 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 ...
2
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3answers
9k 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
197 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 ...

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