Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

93 questions with no upvoted or accepted answers
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1answer
579 views

SOQL Error Only When Accessing Lead.Address Standard Compound Address Field From WorkFlow Triggered Task Insert

I've added a section of code to our task trigger that retrieves two sets of address fields from the lead or contact the task is being made on - see below-. private static void ...
5
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0answers
2k views

Display Tasks in Calendar in Lightning Experience for all Users

I would like to see Tasks in my Calendar in Lightning. According to this Idea, this is delivered in Lightning Experience. I can see that I can do it using the Create a Calendar from Anything feature, ...
3
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0answers
701 views

How to retrieve global value set values assigned to Task recordtype through metadata API

How do I, through the metadata, retrieve the picklistvalues assigned to a task recordtype, when the picklist is a global value set? I've tried with the following package.xml, however neither the ...
2
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0answers
28 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.
2
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0answers
25 views

Activites not being shared

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...
2
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0answers
946 views

Relating Task to Multiple Accounts

Is it possible to relate a task to multiple accounts? I am not wanting to relate to multiple contacts within accounts. I want to pull agreement information into salesforce, and the relationship is ...
2
votes
1answer
363 views

Is it possible to add custom header for validate/save/publish/execute callouts of the custom activity?

The question is how to enforce journey builder to send callouts with custom header? I have to add custom header to each request(save, validate, publish and execute), that will be sent from the ...
2
votes
1answer
464 views

Can I bulk Upload invitees (users) in calender Events

I have multiple events and I want to add many users in those events. How can I bulk upload invitees(users) I already tried public calendar but it was not meeting up with my requirements. Every users ...
2
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0answers
239 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
2
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0answers
563 views

How can I create a trigger for when a lead has activity?

When a lead has activity and the lead status is new, that it prompts the user to change to lead status to open.
2
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2answers
240 views

How can we get the list of all activitites on case?

I have to get the open activities, closed activities on case objects. I am having no idea how to get started with it. Can someone guide me on that. I know that we have Activities History and Open ...
2
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0answers
1k views

Salesforce1 possible bug related lists?

I noticed something strange with the "Open Activities" related list in Salesforce1. In Salesforce1, it's not showing the open activities while in the regular Salesforce, the activities are showing ...
1
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0answers
11 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 ...
1
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0answers
55 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'...
1
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0answers
113 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. ...
1
vote
1answer
176 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 ...
1
vote
1answer
26 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 ...
1
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0answers
50 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. ...
1
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0answers
25 views

'Reminders' app on Iphone

Our users are seeing their overdue tasks being pushed to the 'reminders' app on their iphones. As a System Admin, I looked around everywhere on how to 1. enable/ disable this setting 2. customize this ...
1
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0answers
666 views

What's wrong with this "HTTP.Get" in SSJS?

In activities I am running this script: <script runat="server"> Platform.Load("Core", "1.1.1") var NewReq = HTTP.Get("http://samplesite.com/sample.html"); </script> It always throws ...
1
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0answers
801 views

Adding custom Global action tab in the Lightning record page Activity composer

I have a requirement to add a custom tab(create a new custom object record) in the activity composer along with new meeting, new to do and Email standard tabs. I was wondering if there is any ...
1
vote
1answer
847 views

Can we delete file from SFTP Import folder after import activity?

Can we delete file from SFTP Import folder after import activity? I have an automation that picks up the file based on name. The file is uploaded frequently on SFTP import folder and I have noticed ...
1
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0answers
530 views

Hubspot - Process Builder - Too Many SOQL Queries

We're trying to track on leads/contacts when the first activity was sent. We built a pretty basic process that looks at activities created, if the WhoId starts with 00Q we know it's a lead and ...
1
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0answers
407 views

Converting DateTime GMT to Local Time

I have a Date/Time field that is used for Activities (events) that shows up in an HTML generated email when an Event is created. My issue is that the time shows in GMT timezone format instead of the ...
1
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2answers
511 views

How to write a Inner SOQL Queries to Orderby Lastmodified date

In the Opportunity object we have Related Lists like Team Members and Open Activities. I want to get fields like Team Members role = 'AB' along with the open activities details from same opportunity . ...
1
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0answers
1k views

limit exceeded error while deploying

I'm using Force.com Migration Tool to deploy Activity object's new fields to the target environment. My source has 100 fields in it's activity object (exact Activity custom field limit for the ...
1
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0answers
226 views

Task Record Type Compact Layout not Displaying as Expected in Publisher Feed

I have built an Object-Specific Action on Contact that creates a Task of record type "Payment Entry Task". The action successfully creates the task, and the task is of the correct record type. But, ...
1
vote
1answer
276 views

Distinguish between Log a Call and normal Task

I am trying to distinguish when we create a task using "Log a Call" vs when I create a normal task for suppose a Lead record. Currently I am not able to find any way to distinguish between these two. ...
1
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0answers
428 views

send-email option from activity history; How to populate contacts list view on custom object record?

How could I populate the contacts list view for a custom object record when I click the CC link on send-email page from a activity history related list? I am able to see that list view on Accounts but ...
1
vote
2answers
256 views

Set activity "Type" upon a quick Action on Case

On Case Feed Layout, there are couple of QuickActions - such as "Email", Log-a-call, Log an Activity. When i send an email (or log a call, or log an activity) using these actions, i can see it ...
1
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0answers
52 views

Custom Lookup on Activity Not Found in Apex

I have the beta version of the ability to create custom lookup fields on activities enabled. So when I create a look up field to Account I would expect to see 3 relationships to account: AccountID, ...
1
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0answers
19 views

Some Contacts not appearing in "Select Contacts" tool for Shared Activities

Some of my users are complaining about certain contacts not showing up in the Contact search when Shared Activities is enabled. The one contact I can reliably duplicate this bug with is a contact ...
1
vote
1answer
430 views

Activity Sharing

We have Activity object with OWD as private .. Accounts & Contacts with OWD as public ... Now the question I have is if I create a task under Account/Contact will the created task inherit the OWD ...
1
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0answers
257 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
1
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1answer
645 views

Get ActivityId From SingleEmailMessage

When sending a SingleEmailMessage from apex to a Contact, activities are automatically created for that Contact. I also want to log an activity on records that are related to this email. I can't use a ...
1
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0answers
22 views

We want to model events and staff (contacts) such that we can store prep hours for each staff member at the event

We have created a custom object to store the hours, but it seems that the ability to related Activities (Events in this case) to custom objects is limited or disabled. We are willing to write custom ...
1
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0answers
426 views

Insufficient privilege error while creating Activities record

In my enterprise org. I am trying to create Activities record.While creating the record I am getting In sufficient Privelage error. Private sharing is there for Activities record. But I am not able ...
1
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0answers
331 views

Ugly format of Email generated by EmailTemplate saved as Activity

I have written some code that sends an email based on an HTML based email template to contacts and stores a copy of the email as an activity. I noticed that the content of said email in the activity ...
0
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0answers
8 views

EAC and "Users with Daily Metrics" Report not working together?

I have a field called "SFDC Last Activity Date" which is an Activity Metric formula field and I made a "Users with Daily Metrics" report. When I have a user added to the Einstein ...
0
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0answers
24 views

New Event button visible on top of the page even when not added to layout

In one of my sandboxes [Let's call it Sandbox 1], the 'New Event' button was added on account layout in the section 'Salesforce Mobile and Lightning Experience Actions'. At that time, the button ...
0
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0answers
18 views

Task list view not coming in Lightning

The List View which are created under Activities in classic are not coming under Tasks List view in Lightning. instead of creating the list views manually in lightning on Task object, need to display ...
0
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0answers
18 views

Case Feed query does not contain some of Activities types

When I am querying CaseFeed information regarding certain Case record, output is not complete. It contains ChangeStatusPost, CreateRecordEvent feed types, but it does not contain for example Call Log, ...
0
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0answers
33 views

Email Messages not appearing as Activity in Reports

We have a Custom Object Survey__c, which is created whenever a customer fills out a Survey with the details they filled out after each Work Order has been completed. Our policy is that our Service ...
0
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0answers
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 ...
0
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0answers
69 views

Not all activities appearing in OpenActivities and ActivityHistories? (i.e. Emails, calendar events)

I want to be able to track/count email activities on a contact. E.g. When I queried that contact like this: select Id, Name, Email, (select Subject from OpenActivities), (select Subject from ...
0
votes
1answer
132 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 ...
0
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0answers
93 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 ...
0
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0answers
24 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 ...
0
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0answers
15 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. ...
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0answers
15 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 ...