Skip to main content
New
Stack Overflow Jobs powered by Indeed: A job site that puts thousands of tech jobs at your fingertips (U.S. only). Search jobs

Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

Filter by
Sorted by
Tagged with
1 vote
0 answers
15 views

Where can I find Sales Engagement Cadences Email Threads?

I can't seem to access the email threads created by Sales Engagement Cadences. They show up under my Leads Activity Timeline but queries don't return it. I have tried the following queries: SELECT ...
Randy Apaousef's user avatar
0 votes
0 answers
29 views

How can i open access to Opportunity Activities?

User 1 is the owner of an opportunity and he has activities. User 2 is same in the hierarchy comparing to the first user but he cannot see the first user's opportunity activities on digital ...
Irv's user avatar
  • 11
0 votes
0 answers
62 views

Ability to View Tasks created by users of One profile by users of another profile based on Criteria

There are 2 profiles in my salesforce org (health cloud), let's say profile A and profile B. I have a custom field in Activity object, which is named 'Product' (this is a picklist field). We have a ...
Surya Prajwal Ch's user avatar
0 votes
0 answers
74 views

Not able to edit/configure Standard Objects detail/definition page

Not able to edit/configure Standard Objects detail/definition page as the buttons edit/delete are not available whereas they are available for custom objects. I want to enable activities for Contact ...
Vaishali Rawat's user avatar
0 votes
1 answer
197 views

Salesforce Chatter &Activities

Can someone please explain to me, why Activities(Log a Call, New Task, New Event ) are automatically being recorded in Chatter. This happens at least on Leads, Account Object.
tsuman's user avatar
  • 1
0 votes
1 answer
51 views

Is it possible to create a calendar in a Chatter group?

I was curious if anyone has ever been able to create a calendar in a Chatter group? I have looked online, but didn't find any information on this topic. I am trying to create a calendar in a Chatter ...
PowerUp's user avatar
  • 97
0 votes
0 answers
249 views

Events not showing on a custom report of opportunities with activities

I've created a custom report type. The primary object is 'opportunities'. The secondary object is activities. The report is set to show all opportunities, with or without activities. I went into the ...
Zjef Herwig's user avatar
0 votes
1 answer
56 views

When inserting a EmailMessage manually, the Activities Timeline shows "Upcoming & Overdue" but one that is autogenerated by SFDC is bucketed via month

Perhaps it isn't possible, but I find it strange that autogenerated EmailMessage records are bucketed into the correct month, but manually inserted EmailMessage records show up as "Upcoming & ...
rmarq423's user avatar
  • 967
1 vote
0 answers
37 views

Appending Data to Orphan Activities

We are doing a data migration and are unable to move Attachments related to Activities that don't have a parent. Upon insert we get the dreaded INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, ...
Bob Hatcher's user avatar
1 vote
1 answer
531 views

Allow Users to Relate Multiple Contacts to Tasks and Events is enabled but doesn't work

My Activity Settings shows that Allow Users to Relate Multiple Contacts to Tasks and Events is enabled Yet the UX doesn't permit me to relate multiple Contacts to an Event or Task - only a single ...
cropredy's user avatar
  • 71.7k
0 votes
0 answers
23 views

Latest Activity on Account if Assigned to user is not User B

I'm trying to see if it's possible to create something that will show me the most recent activity on the Account. Currently we are using a custom field that references the LastActivityDate field and ...
Hulk Buster's user avatar
0 votes
0 answers
64 views

Object-specific (Lead) Activity actions permissions

I am struggling to find the permission related to an issue with user-specific & object-specific activity functionality missing from the Lead record page for end-users only (not admin). Activity ...
rrubush's user avatar
-1 votes
2 answers
279 views

Get a list of all activities

Journeys have activities, I need to get list of all activities through API or some other way. I found /v1/interactions/{{journeyId}} but it is not suitable for my task! I found also that there is an ...
Tom's user avatar
  • 9
0 votes
0 answers
54 views

Not Receiving Alert for Triggered Send Queue

I'm trying to configure Alert for TS Queue based on @Gortonington instruction https://gortonington.com/alert-for-your-triggered-send-queue-limits-in-sfmc/ but I'm not receiving alert on my email. ...
Natalia's user avatar
-1 votes
1 answer
349 views

Couldnt find new button to create new field in standard object(Task)

Couldn't find new button to create new field in standard object(Task)
Zoya's user avatar
  • 11
0 votes
1 answer
332 views

How can I create a File Transfer Activity in Automation with File Action is "Move a File From Safehouse" by API/SSJS in Marketing Cloud?

I have an SSJS code script that can create a File Transfer Activity but by default, it's made File Action is "Manage File" so how can I change it to "Move a File From Safehouse". ...
Tung Dang's user avatar
-1 votes
1 answer
481 views

Activities: combine completed date (tasks) and activity date (events) into a single field

How to create reports with a filter on completed date-time of tasks and events? They are both stored as "activities", but the completion information is stored differently: Task completion ...
icemtel's user avatar
  • 101
1 vote
1 answer
2k views

Invalid property show legacy activity component error deployment

how are you? I have the following problem, I was assigned to be able to send emails from the chatter in opportunities, I created a quickAction and added it to the layout, then I went to the page ...
Ramir 's user avatar
  • 29
0 votes
0 answers
121 views

Engagement History Reporting

We use SFDC with Pardot and I cannot for the life of me figure out how to bring all our marketing activity into a reportable format. I want to see an itemized list of form submissions, landing page ...
Csongor's user avatar
  • 89
-1 votes
1 answer
113 views

Activities, Events and List Views

The question is more about the understanding of Salesforce features rather than looking for any specific solution. Recently, I've been closely working on the objects Activities and Events and it seems ...
MarkB's user avatar
  • 37
2 votes
1 answer
212 views

What are the objects/entities that are NOT allowed in an inner join SOQL query?

I've tried to do an inner join SOQL query using Events/Tasks: SELECT Id FROM Attachment WHERE ParentId IN (SELECT Id FROM Event) LIMIT 1000 But I failed with the error: "Entity 'Event' is not ...
Oriol Bonany's user avatar
0 votes
0 answers
127 views

Error on Activities related list when Restriction Rule is applied

I am encountering issues in activities related list when I applied a restriction rule, user is able to able to open the activities but the related list keeps throwing the error, tried removing the ...
Carlo Sab's user avatar
1 vote
1 answer
90 views

Updating Controller to Include Tasks Related To Account Opportunities

I have been asked to update a Controller used for a custom 'Recent Activities' LWC on the Account layout. Right now the Controller is querying Tasks related to the Account and displaying them in the ...
sp2's user avatar
  • 77
0 votes
1 answer
889 views

Partner Users - Tasks assignment and visibility

As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user. Requirements: 1st Requirement: When a partner user assigns a task ...
Giorgos Galaios's user avatar
2 votes
0 answers
208 views

Prevent activities (event, task, and email) in Opportunity and child objects from appearing in Account too

I am trying to prevent activities from an Opportunity and child objects from rolling up to a related Account's activity component: Here is the Account activity component. Tasks from related ...
sp2's user avatar
  • 77
1 vote
0 answers
22 views

Sharing Rules on Activities [duplicate]

OWD as follows A user in the role of 'Customer Support Agent' should be able to view Activities related to Accounts and Contacts they do not own. Since Sharing Rule on Activities is not possible. ...
GroundToCloud's user avatar
0 votes
1 answer
61 views

Activity tab in lightning page

However I try I cannot display the email option here. Things did: Checked each page layout of the object and confirmed that the mobile and lightning action has the email option. Then checked the ...
user121495's user avatar
0 votes
1 answer
174 views

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 ...
Rogelio's user avatar
  • 115
0 votes
2 answers
1k 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 ...
Leslie 's user avatar
0 votes
0 answers
775 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 ...
Chirag Verma's user avatar
0 votes
1 answer
407 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')")[ ...
ThaNoob's user avatar
  • 149
2 votes
1 answer
1k 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 ...
user107059's user avatar
0 votes
0 answers
20 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 ...
sna's user avatar
  • 19
0 votes
0 answers
275 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 ...
Vitalii Dehnerys's user avatar
0 votes
1 answer
746 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 ...
user avatar
0 votes
1 answer
189 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 ...
kvnwgnr's user avatar
0 votes
1 answer
206 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:
Diego Edargo Pessoa's user avatar
1 vote
0 answers
95 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 ...
Aish's user avatar
  • 37
1 vote
1 answer
1k 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 ...
Json Bourne's user avatar
0 votes
1 answer
254 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 ...
user avatar
0 votes
0 answers
14 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 ...
Ankita Singh's user avatar
1 vote
0 answers
294 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'...
nbrown's user avatar
  • 4,013
0 votes
1 answer
1k 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 ...
nbrown's user avatar
  • 4,013
1 vote
1 answer
3k 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 -> ...
Edwin Schaeffer's user avatar
0 votes
1 answer
2k 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 ...
Hari Ha's user avatar
  • 127
0 votes
1 answer
238 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, ...
Sarang's user avatar
  • 2,585
1 vote
1 answer
732 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 ...
Viviana's user avatar
  • 11
1 vote
1 answer
359 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 ...
Jason Clark's user avatar
  • 11.9k
2 votes
0 answers
389 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. ...
Aditya M's user avatar
  • 420
0 votes
1 answer
215 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 ...
Nagarathna Sanjeev's user avatar

1
2 3 4 5 6