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Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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22 votes
2 answers
6k views

SOQL query to load Task returns nothing, but I see task in UI

I am trying to load all tasks of a contact via SOQL query: SELECT Id, Subject FROM Task WHERE WhoId = 'contactId' This query returns only partial list of Tasks. I.e. in UI I see tasks directly ...
antonlitvinenko's user avatar
10 votes
1 answer
9k 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 ...
UserIsStuck's user avatar
10 votes
2 answers
2k views

Insufficient Privileges when trying to view all Activity History

The Problem We're experiencing a problem where users are getting an "Insufficient Privileges" message when using an <apex:commandButton> to view Activity History. The users are the Lead owners. ...
Mike Chale's user avatar
  • 13.4k
10 votes
4 answers
17k 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 ...
Jason Clark's user avatar
  • 11.9k
9 votes
3 answers
4k 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 ...
Peter Knolle's user avatar
  • 29.1k
9 votes
1 answer
1k 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 ...
KB145's user avatar
  • 876
7 votes
1 answer
3k views

How to get list of All Objects enabled with Activities?

Is there anyway we can find all Objects which have Activities enabled, in APEX?
VarunC's user avatar
  • 6,000
7 votes
1 answer
5k views

Uploading Activity data to Salesforce

As part of a migration from Siebel to Salesforce, we need to migrate activities. Can you help me complete a list of items we need to take into consideration ? Also, please do add more details to any ...
LVS's user avatar
  • 1,761
7 votes
1 answer
3k views

Why are phone calls "Tasks" and not "Events"?

Is there a reason that the generic Salesforce model makes phone calls "Tasks" and not "Events"? It seems like calls have start times and end times just like Events. What advantage does not having ...
Charles Koppelman's user avatar
6 votes
2 answers
2k 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 ...
Shanker Paudel's user avatar
6 votes
2 answers
7k views

Using the API, is it possible to get the name of the user who created an activity record?

I have a SOQL query similar to the following: SELECT Id, ContractNumber FROM Contract, (SELECT Id, WhoId, WhatId, ActivityDate FROM ActivityHistories) FROM Contract Is it possible to get the name of ...
Justin Helgerson's user avatar
6 votes
3 answers
2k views

Analytics: how to use Activity (Task / Event) in a Dataset?

I'm setting up Analytics / Salesforce Wave and trying to report on Events. The use case here is these Event records are used as a mechanism for logging billable hours. Unfortunately, I can't see any ...
Matt and Neil's user avatar
6 votes
2 answers
1k views

Why are the results returned using a subquery different than when querying Tasks directly?

I am running the code below in a Task trigger. The subquery on Account returns 0 rows, but the direct Task query returns 1 row; there should be 1 row. Can someone explain why this could be happening....
JimH's user avatar
  • 901
6 votes
1 answer
2k views

How to enter rich text into tasks and activities?

We use Salesforce to track all our sales communication using Log a call and creating tasks by this. We use shortnames to display the source of communication, f.e. skype for skype chat or fb for ...
mcbetz's user avatar
  • 927
5 votes
3 answers
37k views

How to add fields to "New Event" under "Activity" tab in Lightning?

I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity: However, it appears this component is a static, non-customizable component because when I click on it in ...
Swisher Sweet's user avatar
5 votes
1 answer
2k 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 ...
Peter Luo's user avatar
  • 150
5 votes
2 answers
3k views

Insufficient Privileges - Visualforce Page - Occurs as System Admin

UPDATE: RESOLVED! I heard back from Tier 3 support and they acknowledge a bug and said it was due to a user selecting "Feed-Based Layout" on the Create New Layout screen. Be careful with that option ...
Peter's user avatar
  • 113
5 votes
2 answers
2k views

Creating a Task and staying on the detail page for that task (not navigating elsewhere)

When you click the New Task or Log A Call button from the Open Activities or Activity History related list on e.g. an Opportunity, you're taken to the regular https://<instance>.salesforce.com/...
JLiljegren__c's user avatar
5 votes
1 answer
461 views

How to get web-2-lead description text to activity?

Salesforce is very good and consistent in logging all kind of communication with users from lead to paying customer. It is great to see all activities, be they mails, call logs or meeting notes. ...
mcbetz's user avatar
  • 927
5 votes
0 answers
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, ...
Fabien Taillon's user avatar
4 votes
5 answers
6k views

Activities on Leads, Opportunities, and Accounts SOQL

I'm trying to get SOQL's for Activities (workbench was no help). I'm looking at the three prebuilt reports in Salesforce: Activities on Leads, Activities on Accounts, and Activities on ...
Corinna's user avatar
  • 41
4 votes
1 answer
9k views

Trigger on Task/Activity - can you access Activity?

I need to have a trigger that updates a date on the contact based on whether a task was created with two specific dispositions (Call_Disposition__c is a custom field on the Activity). Since the field ...
Merry Stambaugh's user avatar
4 votes
1 answer
2k views

Rename standard field on Task

How to rename Call Result standard field on Task object.I don't see this field under Rename tabs and fields -> Tasks or Rename tabs and fields -->Activities.
sfdc's user avatar
  • 13.7k
4 votes
1 answer
8k views

setsaveasActivity

I am trying to send an email to Order Contact and Order Owner and saving it as Completed Task(Activity History) against Order but Sent Email is saved against Contact's Activity History.How to save it ...
sfdc's user avatar
  • 13.7k
4 votes
1 answer
2k views

Any reason not to check "Optional Features" when creating custom objects? [duplicate]

When creating custom objects, in the "Optional Features" section I can optionally check boxes for: Allow Reports Allow Activities Track Field History Allow in Chatter Groups All these boxes seem ...
tjc4's user avatar
  • 215
4 votes
2 answers
2k views

Junction Object to create many to many relationship between Tasks and Accounts?

I need to create a many to many relationship between Tasks and Accounts. The goal here is to relate many Accounts to a single Task - and also be able to report on this cleanly - ex: "User(assignedTo) ...
nickforce's user avatar
  • 419
4 votes
1 answer
2k views

How can I filter activities by record type?

Issue How can I filter the ActivityHistories sub-query by record type? When I use record type in the query it's saying the field isn't valid. Background I'm doing a custom last activity date for a ...
Ralph Callaway's user avatar
4 votes
1 answer
64 views

Can Email to Salesforce leverage Shared Activities?

I noticed that I can leverage Shared Activities on outbound emails from Salesforce, but it seems like Email to Salesforce doesn't seem to support it. Was curious if anyone had a good workaround on ...
Michael Welburn's user avatar
4 votes
3 answers
30k 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 ...
Ajay 's user avatar
  • 1,609
4 votes
3 answers
3k views

JourneyBuilder Update Contact activity

I am attempting to update a contact record using the Update Contact activity in Journey Builder. The attribute I wish to update is a date field. Is it possible to update with the current date? The UI ...
Daniel's user avatar
  • 1,287
4 votes
1 answer
2k views

Unable to edit Public Calendar Event

One of the user is not able to edit some of the public calendar events. Here is the error message when the user is trying to edit the event. Insufficient Privileges You do not have the level ...
sfdc's user avatar
  • 13.7k
3 votes
1 answer
2k views

How to unarchive activities?

There is a standard behavior of the platform to archive activities if certain conditions are met Events due more than 365 days ago Closed tasks due more than 365 days ago Closed tasks created more ...
Uwe Heim's user avatar
  • 28.4k
3 votes
1 answer
1k views

Counting Activities (Open/Closed Tasks and Open/Closed Events) Compile Error: expecting a colon, found 'system.now'

Issue: Below is a part of my class for updating Activity Count fields. I want to only select the id's from closed Tasks and also closed Events. I have no clue why my two lists below give me the "...
Nate's user avatar
  • 137
3 votes
2 answers
2k views

Sharing Activities Programmatically

Can Activities be shared programmatically? They don't seem to have a share object associated to them? Can programmatic sharing of Activities be achieved without a Share object?
Valerie Sibirsky's user avatar
3 votes
1 answer
5k views

Lookup Field on Custom Object related to Activity (Task) (aka create a related list on Activities/Tasks)

This question seems to have been also asked here: Tasks and events custom related list with no resolution. I have the ZenKraft Shipmate UPS package installed in my organization, and I'm looking to ...
mlpSFadmin's user avatar
3 votes
1 answer
2k views

Auto-populate custom Activity/Task field with Contact field value

I'm just getting my feet wet in regards to Salesforce in general, but specifically with Apex programming (still an undergraduate student). We added some custom fields to the Activities object that ...
Kyle Walsh's user avatar
3 votes
2 answers
515 views

Is it possible within a formula field to test whether a Lead has open activities?

I am writing "Priority Score" formula field to help our reps prioritize leads, which outputs a number. If a lead has no open activities I want to give it a higher score; is it possible to evaluate ...
OBerm's user avatar
  • 1,234
3 votes
1 answer
4k views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
JRogue's user avatar
  • 43
3 votes
2 answers
2k views

Send an Email from Task: Why does the To field picklist sometimes show up?

When I click "Send an Email" from an Activity History Related List from a custom object record, sometimes a picklist appears next to the "To" lookup field. Why does it appear when I select some ...
Matt K's user avatar
  • 3,410
3 votes
1 answer
7k views

What are the SOQL queries for the actvityHistory and OpenActivity Related lists?

Does anyone know what soql queries you would run on Task and Event equivalent to what salesforce uses to generate the Activity History and Open Activities related lists. The OpenActivity and ...
Greg Grinberg's user avatar
3 votes
1 answer
66 views

How to distinguish activity on an account?

We have 2 workflows that collide: Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months. Marketing team are sending mass emails through campaigns etc, to the same ...
Saariko's user avatar
  • 5,610
3 votes
1 answer
1k 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 ...
Andreas86's user avatar
  • 357
3 votes
1 answer
656 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 ...
Lev's user avatar
  • 31
2 votes
2 answers
3k 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 >= ...
VarunC's user avatar
  • 6,000
2 votes
2 answers
785 views

Why do Queries on Tasks not return records when multi-connect is enabled?

I have a visualforce page and controller in a development org with multi-connect to tasks (shared activities) enabled. If I query a task with multiple connected contacts through that page it returns 0 ...
Greg Grinberg's user avatar
2 votes
1 answer
231 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 ...
Oriol Bonany's user avatar
2 votes
1 answer
2k views

How to deal with Activities in a Case Hierarchy?

Let's consider a Case in the service sense of the word - a caller calls up with a situation ("My printer's broken."). Now, maybe the caller calls up about more than one situation ("My ...
Charles Koppelman's user avatar
2 votes
1 answer
7k views

Remove or Hide New task/New Event button from Activity List View

I need to remove or hide New task/New Event button from the standard Activity List View. I want to show users the list view but do not want any user to create a Task/Event from that view. Is there any ...
ParoTech's user avatar
  • 545
2 votes
1 answer
522 views

Do not see Event object in Dataloader

I need to move events from one SF instance to another, but when I open Data Loader I don't see Even (and Event Relation) object in the list of available options. I login under user with System ...
Dmitry's user avatar
  • 83
2 votes
1 answer
282 views

Best Practice - Update LastModifiedDate (Cross Object)

I have a business requirement to change LastModifiedDate on an Opportunity record whenever an Activity is logged against it. I can do it in two ways: when an activity is logged, i can simply do an ...
Kiran's user avatar
  • 111

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