Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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-1 votes
1 answer
22 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)
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0 answers
40 views

Dropdowns on a buttons in Dynamic Activity Composer

Not long ago new Dynamic Activity Composer was added to Salesforce: It adds a dropdowns here Is it possible to customize this dropdowns by deleting certain actions or removing down arrow buttons?
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1 answer
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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". ...
-1 votes
1 answer
66 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 ...
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1 vote
1 answer
1k 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 ...
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0 answers
96 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 ...
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-1 votes
1 answer
32 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 ...
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2 votes
1 answer
149 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 ...
0 votes
0 answers
37 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 ...
0 votes
0 answers
28 views

Set default filters on activities

Is there a way as a system admin to set values for activity filtering for all users?
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1 vote
1 answer
62 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 ...
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0 votes
1 answer
251 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 ...
2 votes
0 answers
85 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 ...
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1 vote
0 answers
21 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. ...
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1 answer
13 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 ...
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0 answers
87 views

Sync Google Calendar to Salesforce without Einstein Activity Capture?

How can I sync my google calendar to salesforce without using Einstein Activity Capture or Apex? We are using other tools currently that sync emails to Salesforce and don't want to risk any duplicates ...
0 votes
1 answer
46 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 ...
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0 votes
0 answers
38 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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0 answers
86 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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0 votes
2 answers
374 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
405 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
230 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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2 votes
1 answer
706 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 ...
0 votes
0 answers
19 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 votes
0 answers
163 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 ...
0 votes
1 answer
971 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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0 votes
1 answer
454 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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0 votes
1 answer
158 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 ...
0 votes
1 answer
131 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
38 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
641 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
202 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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0 votes
0 answers
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
202 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
922 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 ...
  • 3,823
1 vote
1 answer
2k 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 -> ...
0 votes
1 answer
1k 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
154 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
431 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
202 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
293 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. ...
  • 370
0 votes
1 answer
199 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
1k 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
842 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
539 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
514 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
588 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
113 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
885 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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1 vote
0 answers
398 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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