Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
296
questions
0
votes
1
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42
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.
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votes
1
answer
35
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 ...
- 87
0
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0
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61
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 ...
0
votes
1
answer
18
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 & ...
- 957
1
vote
0
answers
33
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, ...
- 488
1
vote
1
answer
215
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 ...
- 69.9k
0
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0
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21
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 ...
- 79
0
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0
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27
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 ...
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-1
votes
2
answers
151
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 ...
- 9
0
votes
0
answers
47
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. ...
- 7
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0
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8
views
How to give user inside specific role accessibility to all activity except from user with the same role
I need to give a user accessibility to all activity except activity that own by other user in the same role
What I want is user inside CFO role can see all activity except activity that own from ...
- 121
-1
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1
answer
188
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
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194
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?
0
votes
1
answer
249
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". ...
-1
votes
1
answer
346
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 ...
- 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 ...
- 29
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0
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113
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 ...
- 89
-1
votes
1
answer
51
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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 ...
- 27
2
votes
1
answer
175
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 ...
- 35
0
votes
0
answers
94
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 ...
- 33
1
vote
1
answer
79
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 ...
- 67
0
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1
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686
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 ...
- 837
2
votes
0
answers
169
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 ...
- 67
1
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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.
...
- 845
0
votes
1
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31
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 ...
- 31
0
votes
1
answer
113
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 ...
- 115
0
votes
2
answers
905
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 ...
- 21
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votes
0
answers
682
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 ...
- 750
0
votes
1
answer
380
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')")[
...
- 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 ...
- 21
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0
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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 ...
- 19
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250
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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 ...
- 1,503
0
votes
1
answer
637
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
...
user80446
0
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1
answer
180
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
...
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1
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190
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
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0
answers
77
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 ...
- 37
1
vote
1
answer
945
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 ...
- 589
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votes
1
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238
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 ...
user80446
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 ...
1
vote
0
answers
271
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'...
- 3,964
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votes
1
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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 ...
- 3,964
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 -> ...
- 309
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1
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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 ...
- 127
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1
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202
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, ...
- 2,560
1
vote
1
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592
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 ...
- 11
1
vote
1
answer
307
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 ...
- 11.8k
2
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0
answers
373
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
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1
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212
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
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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 > ...
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1
vote
1
answer
1k
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 ...
- 2,412