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Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

0
votes
1answer
11 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
votes
1answer
15 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
votes
1answer
10 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
-1
votes
1answer
25 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. ...
1
vote
0answers
18 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
votes
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
votes
0answers
24 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....
0
votes
1answer
24 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 ...
0
votes
0answers
14 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 ...
1
vote
2answers
264 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 ...
0
votes
1answer
21 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
votes
1answer
51 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
30 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....
0
votes
2answers
34 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 ...
0
votes
1answer
38 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
22 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
votes
2answers
41 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.
1
vote
0answers
96 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
vote
1answer
97 views

Remove tabs from activities in lightning

I want to delete tabs in activities, and just let new task. Help me capture bellow :
0
votes
1answer
40 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.
0
votes
1answer
40 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.
1
vote
0answers
69 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
146 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
13 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
53 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, ...
0
votes
0answers
386 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
votes
1answer
41 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
votes
0answers
7 views

Mass update 'my email to salesforce' settings

We are launching a new salesforce instance and we have enabled email to salesforce for users. By default, the setting does not link the activity to opportunity. Any way we can update if for all users. ...
0
votes
1answer
36 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
105 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
votes
1answer
90 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
109 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 ...
0
votes
0answers
270 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
111 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
votes
2answers
279 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
votes
0answers
29 views

I am Having Trouble to Assign Records in A list

I Wrote This Apex Code to Get Records with Exact Address, City, Zip from a Custom Object Called Job profile . Now after I Get Records Having same field. Let's Just say i got 3 Records . From that ...
0
votes
0answers
137 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
votes
1answer
25 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 ...
0
votes
0answers
206 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 ...
0
votes
1answer
329 views

Translation of Subject field on Task Object

I have multi-language environment and I am having trouble regarding the translation of Subject picklist values. It looks like translation of subject field is provided only when inserting task via user ...
1
vote
1answer
104 views

Trigger : How to track once an event moves from “Open Activities” to “Activity History”?

I have an event record E on my Opportunity O. E starts at 07/03/2018 11:00 AM and ends at 07/03/2018 11:30 AM. Before the event E appears in "Open Activities" and once the event start time is past ...
1
vote
1answer
95 views

create query and filter option is gone?

We used to have query and filter options under interactions / query activities and both options are gone. Could you please clarify if there is a new way to create query or filters or this is due to ...
0
votes
1answer
148 views

Marketing Cloud - Select (and delete) data in Data Extensions (joins / older than 6 months / related activities / apis)

I am building a platform to analyse and delete some data matching a set of rules from our data extensions in marketing cloud and I was planning to use two different types of queries to perform the job....
0
votes
3answers
219 views

How to stop users from deleting Activities?

We have accounts OWD set to Private and OWD for Activities set as Controlled by Parent but people can still delete their activities on the Account for example if a call doesn't go well. How can I ...
4
votes
1answer
4k views

Missing New Task and Log a Call button in Lightning

I found that New Task, Log a Call buttons are missing from the activity in Lightning experience. I did added them to Mobile and Lightning Experience Actions section of the page layout. And also we ...
0
votes
1answer
42 views

How can I exclude Recurring Activities Series records from a trigger?

We have a code that prevents us from closing a project if there are still open activities. The trouble is that it picks up the "Not Started" Status update on the Recurring Tasks Series, even when the ...
1
vote
1answer
442 views

Lookups on Activity

We are facing a limitation with the Activity object and hope that some of you have workarounds to offer. Use Case: We want the ability to link up to 5 records from a custom object from the Acitvity ...
0
votes
1answer
56 views

Upload events recurrence end error

When I try to upload events via the Data Loader I receive the following error "Select an end date on or before 17/02/2020.: Recurrence End" in the csv file. The RECURRENCE START DATETIME is 2015-03-...
0
votes
0answers
166 views

'ActivityHistories' is not a valid child relationship name for entity Quote

I have this following Visualforce Code : <apex:page standardController="Quote" extensions="abcController" sidebar="false"> <apex:detail /> <div class="relatedList"> <apex:...
0
votes
1answer
31 views

How to disable pre-selected activity reminders to all users?

I'd like to disable pre-selected activity reminders to all users. When user opens a task the Reminder checkbox is pre-selected. How to make the Reminder checkbox unchecked for all users?