Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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4
votes
3answers
17k 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 ...
9
votes
1answer
5k views

Can you create a Lookup to a Task?

I do not see Task/Activity/Event as an option for a Lookup on my custom Lookup on the Case object. I know Tasks are treated differently than other object but I cannot find any documentation stating ...
9
votes
3answers
3k views

Event record type selection is bypassed from Activities list view

I have two Event record types specified. When I create an Event from the Home tab via the New Event button or when I create an Event directly on a record (e.g., an Opportunity) via the New Event ...
2
votes
2answers
2k views

How to get list of Contacts which have at least 1 Event in APEX SOQL?

How can I get a list of Contacts which ahve at least 1 Event created for them in a specified time period? select Id, Name from Contact where ID IN (Select WhoID from Event where ActivityDate >= ...
0
votes
2answers
5k views

Apex Code to create recurring event salesforce

Can anyone provide me sample apex code to create recurring event in salesforce. I am using below code: Event newEvent = new Event(); newEvent.OwnerId = '023170000004yO9AAI'; newEvent.Subject ='Test';...
10
votes
4answers
12k views

Messaging.sendEmail fails with TargetObjectId, WhatId, and SaveAsActivity

I'm trying to send email from Apex using a VF Email Template. The <messaging:emailTemplate> tag in the template specifies recipientType='contact' relatedToType='MyCustomObj__c'. I'm using code ...
0
votes
1answer
241 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 ...
6
votes
2answers
1k views

Show html email status under account

Is it possible to show html email status along with activity history related list in accounts? Right now i have to click on the contact then only i can see the html status. What i have tried: Adding ...
2
votes
1answer
767 views

How can I save an email to a Case?

We have a requirement to use an email template to reply to a Case, save the email in the Case's Activity History, and update the Case's status. I have the email being sent and the status updating, but ...
2
votes
1answer
863 views

How to create a Custom Split Activity

I would like to know where I can find any documentation about how to configure the "config.json" file in order to create a Custom Split Activity as shown here. I have also found information saying ...
1
vote
1answer
1k views

What fields determine what is displayed in Open Activities vs. Activity History

What determines which tasks go into the boxes Open Activities and Activity history, respectively? I tried the fields Status, IsArchived, IsClosed, but none of them relate the image I see in my single ...
1
vote
1answer
472 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
1answer
145 views

Empty picklists when account is dragged to calendar to quickly create Event

There's a checkbox in Setup -> User Interface that allows you to drag Accounts from list views to calendar & quickly create events. When you drag them, a "balloon" pops up with all the fields (...
0
votes
1answer
129 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
0
votes
3answers
2k 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 ...