Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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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 ...
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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 ...
4
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1answer
1k 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 ...
0
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1answer
3k views

Can someone explain how Salesforce works with CTI? (Avaya)

I have a client who has Salesforce and uses an Avaya switch to run their call center. They enter in random call information into this old legacy program called Omni and once a week they manually ...
2
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1answer
830 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 ...
0
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1answer
394 views

Add Custom Lookup Fields on Activities

Is there a way how to relate custom object with activity? I can't use RelateTo field because event could (and probably will) be related to Account or Opportunity. I heard that Salesforce will enable ...
1
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1answer
19 views

Trying to find information on security for Files attached to Activities. Can you separate it out?

I'm struggling somewhat to find anything on the File Attachment related list in Activities. What I am hoping is to be able to limit who can see/download the file and remove it from being searchable. ...
1
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1answer
1k views

How to update a custom field status when the email(from send an email functionality) has been send

I have created a custom filed in Orders that is a picklist field. On default is pending. How can I automatically update this field to send when I use the send an email functionality through the ...
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2answers
2k views

creating OpenActivity using Apex

I am trying to create OpenActivity using apex here is my snippet, OpenActivity obj = new OpenActivity(); obj.DataDoctor7__Description__c = 'Hard Coding'; obj.DataDoctor7__Created_at__c = '29/01/2015';...
1
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1answer
361 views

New Process Builder disables Chatter Feed

We implemented a workflow rule with the new process builder and that disabled our chatter feed. If we deactivate the process, the feed turns back on, and if we turn the process back on, the feed ...
1
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1answer
212 views

Task Trigger firing itself through email sent with saveAsActivity

I have an After Insert Trigger on Task. This trigger passes data to a handler class that then does some logic and sends an email to the Lead related to the task. Ideally, I want to save the email as ...
1
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1answer
59 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
3
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2answers
268 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 ...
0
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1answer
240 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
2
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1answer
739 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
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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.
3
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1answer
6k 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 ...
3
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1answer
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 "...
0
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1answer
1k views

Is it possible now to add inline VF page in Standard New/Edit page layout .

Is it possible now to add inline VF page in Standard New/Edit page layout . I need to add a VF page in standard New/Edit page of Task and Event.Can anyone please help me here. Thanks
1
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2answers
2k views

how to track time spent in creating a Task record in salesforce against a case

My requirement is to find out how much time is being spent by sales rep while working on cases . So I need to track how much time is being spent by sales rep in creating a task record against the ...
0
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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';...
2
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1answer
4k 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 ...
1
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2answers
2k views

Getting Object type not accessible error

Since today morning i am getting following error whenever i try to open any opportunity. Object type not accessible. Please check permissions and make sure the object is not in development mode: ...
7
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1answer
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 ...
3
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1answer
2k 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 ...
1
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2answers
334 views

Distinguish Activities WhatId, Whether it's Lead Id or Opportunity Id

I'm pulling the tasks table out of SFDC into another internal company system, where one fk column can only reference one foreign table. So I need to distinguish whether a task row's WhatId corresponds ...
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 ...
6
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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
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1answer
713 views

Count Activity History

Map<Id, Integer> mapActivityHistoryCountToCase = new Map<Id, Integer>(); for( Case caseObj : [SELECT count(SELECT ID FROM ActivityHistories) countActivity ...
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 ...
1
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1answer
1k views

List of Journey Builder Activities on production account

Can you provide us a screenshot or list of Jouner Builder Activities? We need to know full functionality of production account in order to know what do we need to develop... Currently, our development ...
1
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1answer
2k views

Creating a tab for the Activities tab in Salesforce 1

I i want to create a tab for activity tab. Is it possible to create by customization or i need to create it using VF page. Requirement: I want to display the activity tab on salesforce1 app. Please ...
3
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2answers
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 ...
0
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1answer
194 views

Unable to load ActivityHistory for shared activities in APEX

I'm using APEX to load ActivityHistory records for Contacts. However, in an org using shared activities I find that my query only returns records for which a contact is the primary 'WhoId' -- not the ...
1
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1answer
3k views

How to insert Activity History record after sending an email

I cannot create a new Activity History record when using message.setSaveAsActivity(true); so i added mail.setTargetObjectId(con.id); its working fine. but actual issue is when i am sending mail ...
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 ...
4
votes
1answer
8k 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 ...
1
vote
1answer
385 views

Migrate custom field in Activity object

I've added a custom field to the Activities object which I'm trying to migrate data into using the Data Loader on the Event sub-object. However, when I'm creating the map for loading, I do not see my ...
4
votes
2answers
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) ...
2
votes
1answer
2k views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
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 >= ...
3
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2answers
1k 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?
3
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1answer
63 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 ...
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 ...
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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1answer
124 views

Creating task in feed

From salesforce help we can create task in feed.But I don't see an option to create it.Can someone help me.
10
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2answers
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. ...
1
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1answer
960 views

Activity history report

I have a report that provides a count of activities by sales rep. I need to modify this report to count only one record per account/company. In short, our reps are required to make X number of calls ...
5
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2answers
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/...
10
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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 ...