Questions tagged [activities]
Questions related to Salesforce.com Tasks/Events.
294
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435
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 ...
- 966
1
vote
2
answers
309
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 ...
- 277
2
votes
1
answer
1k
views
Formula Field Count of ActivityHistories
I have a custom object with Activities enabled, as such it has the child relationship ActivityHistories - I wanted to show a count() of the related Activities associated w/ each object of a certain ...
- 8,596
0
votes
1
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419
views
Create Dashboard to track Target Activities
I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
- 869
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2
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1k
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Create Report to show Accounts that have Activities /No Activities Logged
I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities).
For example, I have 10 Accounts and 6 of these 10 accounts have been called (...
- 869
3
votes
1
answer
1k
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.
- 13.5k
9
votes
1
answer
7k
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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 ...
- 397
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0
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59
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, ...
- 127
2
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1
answer
2k
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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 ...
- 4,162
1
vote
1
answer
413
views
Custom Open Activities Inline Vf page with sort functionality
As we cannot sort open activities but on Go to List link page we can sort on any field ( Go To link appears if there are more than 5 records..this is standard functionality) .so I've built a custom ...
- 13.5k
1
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23
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 ...
- 4,162
0
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1
answer
40
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Transfer of Accounts and its related information
I need to transfer like 2000-3000 accounts from X to Y. I should also transfer its related contacts, tasks, activities and everything that is present on the account. These accounts don't have any ...
- 83
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2
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337
views
Public Calendar Events doesn't show up as Open Activities against related record
We have a public calendar event with WhoId as Contact and WhatId as Custom Object.But it doesn't seems to be linked to Contact or Custom Object via Open Activities.Any Idea ?
- 13.5k
3
votes
1
answer
6k
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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 ...
- 13.5k
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 ...
- 49
1
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2
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2k
views
Updating WhatId on Activity when Opportunity is Created
Here's something that I'm trying to do which I feel as though I've made it 75% of the way through. Right now let's assume I have the ability to generate an opportunity when a certain action is ...
- 67
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 ...
- 13.5k
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 ...
- 32.3k
1
vote
1
answer
543
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 ...
- 11
2
votes
0
answers
462
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 ...
- 1,754
4
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 ...
- 34.2k
0
votes
1
answer
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 ...
- 111
2
votes
1
answer
1k
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
votes
1
answer
405
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 ...
- 103
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answer
20
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. ...
- 11
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vote
1
answer
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 ...
- 102
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votes
2
answers
3k
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';...
- 970
1
vote
1
answer
372
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 ...
- 347
1
vote
1
answer
281
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 ...
- 2,652
1
vote
1
answer
64
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 ...
- 35
3
votes
2
answers
400
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 ...
- 1,194
0
votes
1
answer
317
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 ...
- 347
2
votes
1
answer
906
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 ...
- 13.3k
2
votes
0
answers
625
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.
- 653
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 ...
- 7,411
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 "...
- 137
0
votes
1
answer
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
- 253
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2
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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 ...
- 253
0
votes
2
answers
6k
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';...
- 1,029
2
votes
1
answer
6k
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 ...
- 545
1
vote
2
answers
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: ...
- 5,260
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 ...
- 4,162
3
votes
1
answer
3k
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 ...
- 43
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2
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487
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 ...
- 113
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1
answer
821
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 ...
- 646
6
votes
2
answers
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 ...
- 288
2
votes
1
answer
760
views
Count Activity History
Map<Id, Integer> mapActivityHistoryCountToCase = new Map<Id, Integer>();
for( Case caseObj : [SELECT count(SELECT ID FROM ActivityHistories) countActivity
...
- 951
2
votes
2
answers
249
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 ...
- 951
1
vote
1
answer
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 ...
- 383
1
vote
1
answer
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 ...
- 3,773