Questions tagged [activity]

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1answer
39 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 ...
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0answers
17 views

Junction object between tasks and custom object

Currently, our emails with contacts are logged as tasks (this is good). The task logs on the account and contact (this is also good). Our contacts are also related to a custom object, 'customers,' ...
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0answers
10 views

Trigger an approval process for an email sent from activity component

We use the activity component to send an email directly from a record of a custom object. Now, we need to make sure these emails are approved prior to delivery. Is it possible to trigger an approval ...
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0answers
29 views

Report Chatter Custom Objects I don't see all comments

I created a custom object that contains, among other things, a Chatter section Users can post or comment on existing posts Here is an example : I then created a report whose purpose is to list all ...
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1answer
38 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 ...
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1answer
32 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 ...
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1answer
76 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
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1answer
196 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
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1answer
114 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
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1answer
246 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
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1answer
33 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
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1answer
20 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 (...
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2answers
506 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
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0answers
86 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 ...
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1answer
24 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?
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1answer
102 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 ...
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1answer
541 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
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1answer
27 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?
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1answer
48 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
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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 ...
6
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2answers
2k 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
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0answers
251 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
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1answer
1k 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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0answers
31 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. ...
2
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1answer
3k 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 ...
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0answers
63 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
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1answer
36 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
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0answers
462 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
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1answer
61 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
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1answer
733 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
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1answer
385 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
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2answers
5k views

Activity object API

I have been trying to find the API name of Activity object, but I am unable to find that. It required because I want to delete 500 subtype custom fields records in activity object. Is there anybody ...
3
votes
1answer
584 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
204 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
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1answer
2k 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
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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
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1answer
323 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
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2answers
585 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
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1answer
125 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
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1answer
56 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
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1answer
209 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
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1answer
148 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
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1answer
164 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
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0answers
347 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 ...
1
vote
1answer
77 views

i need to update a field in salesforce when someone opens an email sent from marketing cloud

I would like to update a field in salesforce when someone opens an email sent from marketing cloud. I tried to add an engagement split in journey builder but i needed to add a wait time in. Does this ...
0
votes
1answer
1k views

Marketing Cloud query activity syntax error

I've recently tried to create a query activity. Our Marketing Cloud is connected to our Salesforce via Marketing Cloud Connector, and we are syncing contact data. I'm trying to flag our contacts who ...
3
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1answer
1k views

Access Control mechanism of Activity Object?

I was trying to understand how Access control mechanism works for Activity object. I can understand following points: In Sharing Setting OWD of Activity object can be defined as Private or ...
0
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1answer
465 views

Query not working

I want to see all emails sent to a specific subscriber I have created a DE with the field subscriberKey is only and primary key I then want to set up an Query Activity based on the Query SELECT j....
2
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1answer
2k views

How to Create a Query in Marketing Cloud

I am having a similar issue to this question (How to Create a Query Activity in Marketing Cloud), except I have found Email Studio -> Interactions, but I have no option to select "Query" from the drop ...
1
vote
1answer
368 views

Config.json inArguments Data Binding with Marketing Cloud

I'm struggling to configure my app with Marketing Cloud, after define my JB (setting Entry Event and Data Extension properly) my inArguments isn't binding with the event (I'm using Jmeter to execute ...