Questions tagged [activity]
The activity tag has no usage guidance.
74
questions
0
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1
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40
views
How to create a Roll up summary field, activity on leads
I am trying to create a roll up summary field on the lead object that looks up to activity object and counts the number of activities that are not closed. But for some reasons it cannot do that, ...
- 11
1
vote
1
answer
235
views
Where can I find Field History Tracking metadata for Activity object?
I have set some fields for field history tracking on Task object. The standard field metadata files have <trackHistory>true</trackHistory>.
The custom field for Task was created in the ...
- 13
-1
votes
1
answer
275
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how to get rollup summary of sum for all activity records in case object
i have an requirement.i am trying to have a rollup summary field on case object to get the total hours from all activity records. When you go to a case record and then go to the related section and ...
- 1
0
votes
1
answer
143
views
Task in Activity Timeline
In this new task in the RelatedTo, I have different objects(lookup relation given from task to each of the objects). This field RelatedTo I have to remove some objects but it is actually non-editable.
...
- 5
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0
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33
views
Setup Activity object security
I have a problem while setuping security for Activity object.
The problem is standart behaviour of OWD setting for Activity. Even If i set private records are shared to people who has Read access to ...
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2
answers
493
views
Automation Studio Activity (Journey Entry) not appearing. (Permissions?)
I am reviewing some activities in our SFMC instance that some previous coworkers built. In one automation activity, I am seeing an activity I can't find. I can't find the "Journey Entry" ...
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1
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0
answers
151
views
Add FLS to custom fields of Activity (Task/Event) in bulk from workbench
I created about a 100 custom fields for Activities in bulk using metadata API via workbench. Now I have to manually Set FLS for each custom field one by one for Activity from the UI, which is a time ...
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0
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113
views
How to stop redirecting our Salesforce users clicking on an a URL for an activity record to an account record
I'm building an internal interface for day-to-day work processes on a platform outside of Salesforce that uses data from our Salesforce.
I've created a button on that external platform that should ...
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1
answer
248
views
MC - Dataview - activity ID = activity name mapping
I want to know message results per journey. I'm using a 3rd party app for messaging, and the results are only shown as activity ID not activity name, so I can't define which message result this is.
**...
- 21
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2
answers
217
views
Run SSJS Activity from External System
I have a script activity in Marketing Cloud that processes data from a Data Extension. The requirement is to run this script and save the results in a DE every day, not at a specific time/hour, but ...
- 158
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1
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205
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Track Customer response on Cases Salesforce
I looked high and low but I couldn't find a single idea on how to do this so I am asking here.
I am looking to solve the following problem:
We have status on cases, in this status list we have to &...
- 218
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1
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343
views
I want to link expense(custom object ) entries with Activity object[Possible duplicate but need workarounds]
Business requirement is to link existing custom object(Expense) to Activity(Task/Event). So that they can leverage capabilities of Activity object and link all expenses to an activity.
As per ...
- 147
2
votes
1
answer
469
views
There is an implementation restriction on ActivityHistories
I have a query that I wanted to add additional sorting to the nested query ActivityHistories. The sorting works with ORDER BY ActivityDate DESC, LastModifiedDate DESC but when I add a third condition ...
- 3,431
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1
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1k
views
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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27
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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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0
answers
84
views
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
answers
841
views
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
5
votes
2
answers
2k
views
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 ...
- 5,581
0
votes
1
answer
411
views
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 ...
- 5
1
vote
1
answer
1k
views
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 ...
- 317
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1
answer
3k
views
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 (...
- 59
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1
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230
views
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 ...
- 1,251
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1
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871
views
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. ...
- 2,560
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1
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67
views
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 ...
- 667
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1
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67
views
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
410
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 ...
- 1
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0
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41
views
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
answer
329
views
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 ...
- 723
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1
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394
views
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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490
views
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 ...
- 317
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1
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760
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 ...
- 1
3
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1
answer
1k
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 ...
- 207
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1
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744
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
0
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1
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300
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 "," ...
- 59
1
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1
answer
215
views
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 (...
- 207
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2
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5k
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 ...
- 63
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0
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656
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 ...
- 433
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1k
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?
- 238
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247
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 ...
- 377
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1
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5k
views
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 ...
- 1,259
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1
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177
views
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?
- 69
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1
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95
views
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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votes
1
answer
25
views
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 ...
- 2,039
8
votes
2
answers
5k
views
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 ...
- 9,187
3
votes
1
answer
1k
views
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 ...
- 4,520
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3k
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Remove tabs from activities in lightning
I want to delete tabs in activities, and just let new task.
Help me
capture bellow :
- 35
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60
views
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. ...
- 31
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2
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6k
views
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 ...
- 399
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103
views
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 ...
- 360
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1
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148
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 ...
- 390