Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
263
questions
0
votes
1answer
18 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 ...
0
votes
0answers
16 views
Adding activities component to record page but logging to a different object
We have a requirement where a certain business unit is doing all their work on one record page - call it ObjectB__c. This particular business unit would like to log all their calls and activities to ...
1
vote
0answers
16 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. ...
0
votes
0answers
9 views
In Lightning i can't delete last related contact on Activity
I enable Shared Activities in my org.
After that in Lightning, when editing a event, I cannot remove the last contact from the activity. Even in the trigger on the before update, the old Whoid comes.
...
0
votes
0answers
8 views
How do I manage permissions for emails associated with custom objects
I have a custom object that I use to track Members, and we often send our Member's emails from within salesforce. I would like everyone with access to the Member object (record) to be able to view ...
0
votes
0answers
23 views
Set WhatId field on activities to null in Quick Action
We have a custom object that is related to account via a lookup field. On the page layout we have an action that creates a task and uses pre-defined values.
We want to write the parent account into ...
0
votes
0answers
16 views
LWC component navigation to a certain layout or repurpose the Activities panel in a custom LWC
I am trying to make a custom LWC that when you click on the "email" icon navigates to that child record's page but with a certain layout that only shows the activities and task panel. I want ...
0
votes
1answer
15 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
1answer
53 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
1answer
76 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
1answer
66 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
1answer
18 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 ...
0
votes
0answers
40 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 ...
0
votes
0answers
49 views
Cannot deploy Feed Tracking for Event Custom Fields
We have created a couple of Activity Custom fields and we have enabled Feed Tracking for them in the Event Feed Tracking section.
As far as I can tell, in order to deploy Feed Tracking for a field, ...
0
votes
1answer
23 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 ...
0
votes
0answers
53 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 ...
0
votes
2answers
27 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 ...
1
vote
1answer
44 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 ...
0
votes
1answer
18 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
0
votes
0answers
35 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 ...
0
votes
1answer
38 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, ...
0
votes
1answer
626 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
1answer
83 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
1answer
21 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
1answer
25 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
1answer
24 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
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 ...
0
votes
0answers
16 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 ...
0
votes
1answer
20 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
1answer
41 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
0answers
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
vote
1answer
44 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 ...
0
votes
0answers
20 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
vote
1answer
23 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 ...
5
votes
1answer
192 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 ...
0
votes
1answer
211 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
vote
1answer
374 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 ...
0
votes
0answers
23 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 ...
0
votes
1answer
43 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 ...
2
votes
0answers
27 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.
0
votes
1answer
34 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) ...
-3
votes
1answer
1k 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 ...
0
votes
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 ...
0
votes
1answer
630 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 ...
1
vote
0answers
37 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.
...
0
votes
0answers
520 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 ...
0
votes
1answer
84 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 <...
0
votes
0answers
51 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
votes
1answer
25 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.
0
votes
1answer
216 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 ...
