Questions tagged [activity]
The activity tag has no usage guidance.
65
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15
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make Reminder set checkbox from Task under Activity as False (default)
I was trying to make this Reminder Set default value as False or unchecked
can someone help me out how it can be done?
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17
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Can Activity timeline of Account or Opportunity show custom object's record?
Is it possible to customize the activity Timeline on Account or Opportunity with custom object records?
Hi Community,
I have an interesting requirement, where we have a custom object called "...
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22
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Salesforce fields recover options
New here, thanks for your help.
I have salesforce cloud enterprise. We had a third party trying to setup their software for scheduling and it was done in the live environment not our sandbox.
Issue is ...
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26
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Where i can see jwt token passed or not to end points in journey builder custom activity
Where I can see jwt token passed or not to end points in journey builder custom activity, JWT not included in payload for Custom Activity endpoints
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2
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140
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Unable to create new field on Activity object
I have tried to create a new field in a full copy sandbox. Where I'm getting the following error.
Unable to Access PageThe value of a parameter contains a character that is not allowed or the value ...
- 18
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18
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How to create a new event with Object activity in JB?
I am trying to create a new event with Object actvity through Journey Builder, but it gives me a soft error: "
Specify a required field", but it doesn't tell me what data I'm missing.
I have ...
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0
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31
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Einstein Activity Capture Setup
Our organization currently uses 2 different email addresses to separate internal (email A) and external communication (email B). Email A is currently in Microsoft Exchange and Email B is currently ...
5
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1
answer
229
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Is it possible to modify the Activity Timeline icons?
In my org, when I create a new type of an activity: Log a call
It is shown like this in the activity time line:
the icon looks like a task, but type is: Call
I see in other orgs, that this icon ...
- 5,435
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1
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32
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Associate contact activity with lead
please tell me how it is possible to associate the activity of a contact with a lead or other contact in the code.
My task is to convert a contact into a lead and I need to transfer all the ...
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vote
1
answer
178
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Looking for Journey Builder Pause Clarification
We have some multi-touch journeys in salesforce marketing cloud journey builder with multiple emails and wait time and decision splits in between.
I have discovered a data issue and my concern is ...
- 99
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1
answer
620
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Add "New Task" tab to in activities timeline
Some of my users are unable to see this tab under the activities timeline. I tried a solution where I would change the record type to a custom record type, but that makes it disappear from my view (...
- 13
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1
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20
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Activities Component showing for all users in the same profile & role except for one user
For some weird reason, all users with the SAME Role & SAME Profile can see the Activities component EXCEPT for one user in that role & profile as below:
I have checked the Page Layouts are ...
- 1,061
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217
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How to update EmailMessage(activity history) associated with a lead
In continuation with this question:
Background:
I send a SingleApexMessage from apex code and want to associate it with a Lead so that a record of Activity History is created when this email is sent. ...
- 2,450
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1
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24
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ActivityHistory Object is not accessible for the Profile Users
I am trying to put a lightning component to show all the past activities associated with the Contact. It is my understanding that if the user has access to the Contact then he should be able to see ...
- 599
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1
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58
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Trigger for Event/Activity
I'm new one in development and trying to write below trigger but on Event (activity):
trigger UpdateAccountType on Task (before update) {
Set<Id> leadId = new Set<Id>();
for(Task t ...
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1
answer
194
views
Strange Issue with EventWhoRelation
I have a strange situation. A customer has a trigger on Event that sends an email to a given list of people when a new event is created. We recently enhanced this functionality and added the ability ...
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1
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382
views
Import Activity not Updating all Subscriber List
I have an import activity which fetches the file from MArketing cloud FTP and updates the All Subscriber List(also tried to update/add/overwrite All Subscribers List and a test Data Extention as well)....
- 507
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26
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How to see how many leads particular user qualified?
I am preparing a dashboard for my client. It is a side thing, I do mostly ads for them but I said I could try to help with salesforce. Basically, my client wants to know how many leads each of our ...
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1
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189
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Insufficient Privileges in Email Body pane on contact Activity Email
My client has a weird bug where they can see the whole tab for Email in the Activity Tab on the Contact page, but the rich text editor for entering the body of the email shows an Insufficient ...
- 619
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160
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What is the correct format to add ActivityDate to Task object using SOAP api?
I have tried using moment object with different format, but none seems to be working. Can someone please suggest what is the correct format in which ActivityDate should be supplied to SOAP api of task ...
- 101
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1
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187
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New Task Button on Account
Need a way to put 'New Task' button on the compact layout of account . I added it to page layout but the action is now appearing in activity composer.
We cannot use this because we have many record ...
- 287
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1
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477
views
Deploy FLS settings for standard object's custom field in managed package
I've added a custom field to Activity object for using it during Task creation/updating from Apex code. By default when I deploy my project through SFDX this field has no FLS settings. In the result I ...
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3
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1
answer
653
views
Task Object - Get Picklist Values by RecordType?
The UI API provides a nice getPicklistValuesByRecordType resource but it doesn't support the Task object.
I've looked everywhere, but I cannot find an alternative solution. Does anyone have any ...
- 197
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1
answer
396
views
Sync old mails with Einstein Activity Capture
I just set up a completely fresh org. I'm using Einstein Einstein Activity Capture to sync mails from Gsuite to Salesforce.
However, this only works for emails sent/received after setting up the Org. ...
- 53
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1
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91
views
Convert Reports values into numbers from strings in a script activity
I want to perform a script activity on an Account Send Summary report I dropped into a Data Extension. The current numbers inside of the system cannot be logically filtered because they contain "," ...
- 49
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1
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87
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Associate Multiple Products to Activity
We have a unique use case where the our partners would like to associate an Activity to multiple products. I cannot create a junction object because it looks like I cannot have another master (...
- 197
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2
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3k
views
Creating a Last Activity Date Formula Field
I'm looking to use Last Activity Date for a report that I am creating for my Sales team, but it does not appear to populate correctly. At least not according to what I've read in the literature posted ...
- 47
3
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0
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344
views
In a Task trigger, is there any way to know if a Task is an Email before it has been inserted?
In the "before insert" section of my Task Trigger, I want to check if a Task is an email. But from what I can tell, the only way to know is by checking the Task.TaskSubtype field, but that field is ...
- 403
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1
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329
views
How to set default email on the Activity Tag for Opportunity?
I have 4 email addresses in my org as Organization Wide Email. How can I set a particular email as default email in Activity tab?
- 226
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1
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179
views
Lightning Activity Email template with junction
How do I make a template for a record's Activity > Email tab in Lightning so that the user can send the record's info (including info related by junction) to other users and to email addresses ...
- 322
1
vote
1
answer
3k
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Lightning Email pre-populate addressee (destination)
In classic we had URL-hack to pre-populate addressee from url to To field.
I guessed it should be automatically filled out when you choose email template (in templates we can specify reference to ...
- 1,159
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1
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56
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Create an activity when a marketing cloud email is sent [closed]
How do I create an activity in salesforce account when a marketing cloud email is sent to that account?
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1
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64
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Query Activity for suscribers that opened campaigns
We want to get a Data Extension with only de emails of subscribers that opened certain JobIDs.
I ran this SQL Activity but the targeted Data Extension shows 0 records after it finished running.
What ...
- 3
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1
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25
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Why two exports would be different and How to identify the differences [closed]
I have two exports.
One of the activity object at the end of November.
One of the activity object at the end of December.
Both are the same queries and neither have date restrictions(so they ...
- 1,818
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2
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4k
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How to create email / SMS activity using Apex
When sending an email, it is possible to set:
mail.setSaveAsActivity(true);
Which creates an Email record in the activity time line.
How would I create one of these using code?
And what other ...
- 8,223
3
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1
answer
558
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Understanding EmailMessage for Data Migration
As I attempt data migration from one Salesforce org to another, I am finding EmailMessage to be a very unnecessarily complicated object to understand. At one point I thought I understood that recent ...
- 4,368
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1
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2k
views
Remove tabs from activities in lightning
I want to delete tabs in activities, and just let new task.
Help me
capture bellow :
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0
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42
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Activity timeline - fields "From" and "To" are not populated when email is in "Next Steps" section
when I create new EmailMessage object and assign to a sObject, then in activity timeline for this sObject, a new entry appear in "Next Steps" section, but "from" and "to" fields in timeline are empty. ...
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3
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2
answers
5k
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Not able to create lookup relationship of same object on Activity Object
I have already created activity custom field of type Lookup(user) on Activity object. I want to create one more custom field of type Lookup(user) on Activity object, but I am getting validation error ...
- 369
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92
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T-SQL Automation Studio activity by minutes period
I see there's no option to automate and run an sql activity in frequency of XY minutes... The shortest unit of time is the hour (hh). I know the T-SQL query supports the mi,n for minutes. But the ...
- 358
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1
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66
views
How do I access the Phone field (Event standard field) on a formula on Activity?
I'm trying to create a custom formula field on Activity that looks something like this:
SUBSTITUTE(Phone, '-', '')
However, the syntax checker says the Phone field simply doesn't exist, even though ...
- 370
1
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0
answers
827
views
Contacts stuck in wait activity
I have created a journey with the entry event being a Salesforce entry event, the DE related to this entry event is updated based upon a change in Salesforce CRM - as soon as a certain field is filled ...
1
vote
1
answer
68
views
How do I update 1 DE based on data in 2nd DE?
I'm fairly new with SQL. I have 2 data extensions. DE1 is a list of email addresses and changes each day. DE2 is for counting how many times each address appears in DE1.
So, my question is, how ...
- 11
1
vote
1
answer
1k
views
Journey Builder(Custom Activity): InteractionStudio RestActivity failed validation for Save
I came to you guys because I don't understand a problem on a Custom Activity in Journey Builder, here is the error :
I am a beginner so sorry if it is a stupid question. I thought it was that my ...
- 344
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1
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752
views
Unable to map the Source report Lookup field with Target object text field in reporting snapshot
We have a source report using which we have created a reporting snapshot that will store the data to the target object using the mapping.
However as per the research and finding on google I created ...
- 468
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2
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8k
views
What is the name of the "Activity" object?
I have been trying to find the API name of Activity object, but I am unable to find it. I require it because I want to delete 500 subtype custom fields records in the activity object.
Does anyone know ...
- 21
3
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1
answer
881
views
Help with a Trigger for Counting Activities
I need some help with a trigger I'm trying to write (being not a developer). But I'd like to do two things:
Only have the trigger run for completed tasks
Only run if the subject is "Call"
Here's my ...
- 33
2
votes
1
answer
251
views
Date and Time function not usable anymore
Good day,
I use in Automation Studio, an SQL query using functions like dateAdd() and Datediff().
Since yesterday, this activity is errored with this message : " An error occured while checking the ...
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2
answers
3k
views
Load data from Synchronized Data source to Data Extension
We have a custom object in Sales/Service cloud and I have synchronized those objects in Marketing cloud using Marketing cloud connect.
Now, We want to start a journey when we create a new record in ...
- 35
-2
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1
answer
2k
views
Report: Last Activity date 30, 60 day
I'm trying to run a report and group them by 30, 60, 90 days last activity date. Do I filter by 30, 60, 90 day or how should i do this?
