Questions tagged [activity]
The activity tag has no usage guidance.
57
questions
0
votes
1answer
113 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 (...
0
votes
1answer
12 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 ...
0
votes
1answer
45 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. ...
0
votes
1answer
17 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 ...
0
votes
0answers
10 views
Which object holds the type of activities information
I want to create a rollup summary field on contact object to count total number of times an activity has been logged. For example, log a call, log a meeting, and log an email. I want to know which ...
0
votes
1answer
40 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 ...
0
votes
1answer
110 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 ...
0
votes
1answer
200 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)....
0
votes
0answers
19 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 ...
0
votes
1answer
143 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 ...
0
votes
1answer
112 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 ...
0
votes
1answer
104 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 ...
0
votes
1answer
335 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 ...
3
votes
1answer
440 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 ...
1
vote
1answer
285 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. ...
0
votes
1answer
711 views
Activity Tab Missing in Record page-Lighting
Activity tab is missing in lightning record page. And as a system admin i am able to see the tab (record page is same ) .
Checked the 'Activity Time line' for the record page and this is already ...
0
votes
1answer
53 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 "," ...
1
vote
1answer
46 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 (...
0
votes
2answers
2k 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 ...
3
votes
0answers
212 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 ...
0
votes
1answer
137 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?
0
votes
1answer
156 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 ...
1
vote
2answers
2k 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
vote
1answer
41 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?
0
votes
1answer
60 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 ...
0
votes
1answer
23 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 ...
7
votes
2answers
3k 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 ...
2
votes
0answers
448 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 ...
1
vote
1answer
2k views
Remove tabs from activities in lightning
I want to delete tabs in activities, and just let new task.
Help me
capture bellow :
1
vote
0answers
34 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. ...
3
votes
1answer
4k 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 ...
0
votes
0answers
81 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 ...
0
votes
1answer
45 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 ...
1
vote
0answers
689 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
1answer
65 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 ...
1
vote
1answer
930 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 ...
0
votes
1answer
624 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 ...
0
votes
2answers
7k 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 ...
3
votes
1answer
782 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 ...
2
votes
1answer
234 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 ...
0
votes
1answer
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 ...
-2
votes
1answer
1k 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?
1
vote
1answer
429 views
Parent records Record type NAME on Activities
I have a custom requirement for which i was trying to get Parent objects record type Name on child object (Activities).
I can get it using Process Builder or trigger but is there anyway i can get ...
0
votes
2answers
1k views
Validation rule to allow 1 field editing and rest locked if record is older than year
If activity is older than 1 year then "Data Analyst" profile should be allowed to edit only WhoId field (moving contact) but not rest. Sys Admin has no restrictions. I have used below rule but fails ...
-1
votes
1answer
149 views
SOAP Create SQL Activity Error
Hello,
I successfully created a query activity via SOAP API but upon running that query I receive an error, see below:
--- inner exception 1---
System.Data.SqlClient.SqlException:
Error[0]: -- ...
1
vote
1answer
61 views
Where is the traffic view for IoT orchestrations?
I am trying to find out how to turn on the orchestration log/traffic view just like presented on trailhead: https://trailhead.salesforce.com/modules/iot_basics/units/iot_learn_how_iot_works_unit
Any ...
0
votes
1answer
472 views
Did not open any of any email in the last 6 months - 30 min , Query Failed - TimeOut
Query:
SELECT
s.SubscriberKey
,s.SubscriberID
, s.JobId
, s.EventDate AS 'Sent Date'
,sub.EmailAddress
,s.OYBAccountID As 'AccountID'
,'False' AS Not_Opened
FROM _sent s
INNER JOIN _Subscribers ...
0
votes
1answer
268 views
Get the no of hours the user logged in per day
I have a requirement to find the number of hours the user spent in salesforce per day.
There is a Last Login field in User object which will give only the Last Login of the user.
But I want to find ...
0
votes
1answer
172 views
"Show Custom Logo in Meeting Requests" option missing?
For some reason, the option to set custom logos in meeting requests is missing from my Activity Settings.
I can't find any reference to this setting being removed, in fact, I can find at least these ...
1
vote
0answers
418 views
How to display Account Name in a lookup field on Tasks? When task was created on a case
I have a custom lookup field called 'Account Name' on Task where I use a process builder to set its value to [Task].Accountid.
This field is populated with Account name if Related To field of Task is ...
