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Questions tagged [activity]

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mail send activity

I am creating an email sending activity in Automation Studio in Salesforce Marketing Cloud. When I created the activity, I set a delivery time. If the automation is delayed and the email is not sent ...
youkey's user avatar
  • 17
0 votes
0 answers
17 views

How to show Einstein Activity Capture Outlook Events into Custom Reports and Dashboards in Enterprise Salesforce Org

I want to get Outlook events captured by Salesforce's Einstein Activity Capture into custom reports and dashboards within our enterprise Salesforce organization. Through my research, it seems that ...
Tanishque Jain's user avatar
0 votes
0 answers
257 views

Einstein Activity Capture issues

I am having some issues on fixing the status of users in Einstein Activity, a few users have "Needs attention" status, I already tried on "Resync" and "Reconnect" them ...
Luis Escalante's user avatar
1 vote
0 answers
52 views

OpenActivity and ActivityHistory SOQL restriction for standard user

I am aware about other questions related to OpenActivity and ActivityHistory objects. These objects are not queryable directly so my working soql looks SELECT Id, (SELECT ActivityDate, Id, ...
Pavel Zaverach's user avatar
-1 votes
1 answer
142 views

How to find the last activity (event or task) related to an object record?

In my contact object i have to update fields based on the last activity. If the last activity is an event ,update the field with event details and if it is task ,then with task details. How to check ...
sarah's user avatar
  • 13
0 votes
0 answers
34 views

Fields in activity object cant be filled out with form/form handler

fields created in the activity object do not show up in pardot/webtolead as a custom field for my form handler (only fields created under lead show up in pardot/webtolead). So the field in activity is ...
typo3expert1's user avatar
0 votes
1 answer
158 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, ...
Tomi's user avatar
  • 11
1 vote
1 answer
650 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 ...
Ian's user avatar
  • 11
-1 votes
1 answer
596 views

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 ...
arghya's user avatar
  • 1
0 votes
1 answer
306 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. ...
Ash's user avatar
  • 5
0 votes
2 answers
1k 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" ...
Nate's user avatar
  • 1
1 vote
0 answers
232 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 ...
Saurabh Verma's user avatar
0 votes
0 answers
171 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 ...
amenayang's user avatar
0 votes
1 answer
437 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. **...
Luna's user avatar
  • 37
0 votes
2 answers
317 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 ...
Alex's user avatar
  • 158
0 votes
1 answer
393 views

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 &...
Simple Code's user avatar
-1 votes
1 answer
506 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 ...
Mayank Parnami's user avatar
2 votes
1 answer
695 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 ...
Olivia's user avatar
  • 3,471
0 votes
1 answer
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?
ASHWIN TIWARI's user avatar
0 votes
0 answers
32 views

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 ...
Believenw's user avatar
0 votes
0 answers
99 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
Chalamala Karthik's user avatar
0 votes
2 answers
961 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 ...
Vamsy M's user avatar
  • 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 ...
Saariko's user avatar
  • 5,610
0 votes
1 answer
509 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 ...
Sebrunt's user avatar
1 vote
1 answer
2k 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 ...
kl2's user avatar
  • 353
0 votes
1 answer
4k 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 (...
kai998's user avatar
  • 69
0 votes
1 answer
342 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 ...
compski's user avatar
  • 1,352
0 votes
1 answer
991 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. ...
Sarang's user avatar
  • 2,628
0 votes
1 answer
98 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 ...
user81642's user avatar
  • 687
0 votes
1 answer
77 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 ...
Adventurer's user avatar
0 votes
1 answer
511 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 ...
DConroy's user avatar
0 votes
0 answers
49 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 ...
Erwin Adrian Wysocki's user avatar
0 votes
1 answer
356 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 ...
hgolov's user avatar
  • 773
0 votes
1 answer
456 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 ...
Neetin Solanki's user avatar
0 votes
1 answer
672 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 ...
Hareesh Mohan's user avatar
0 votes
1 answer
812 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 ...
SlavaHq's user avatar
3 votes
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 ...
Jay's user avatar
  • 207
1 vote
1 answer
914 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. ...
to_the_nth's user avatar
0 votes
1 answer
353 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 "," ...
HHF21's user avatar
  • 59
1 vote
1 answer
262 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 (...
Jay's user avatar
  • 207
0 votes
2 answers
6k 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 ...
Dan Watkoski's user avatar
3 votes
0 answers
764 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 ...
Ian Horner's user avatar
0 votes
1 answer
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?
Sam's user avatar
  • 258
0 votes
1 answer
257 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 ...
skycafe's user avatar
  • 397
1 vote
1 answer
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 ...
Yury Bondarau's user avatar
1 vote
1 answer
243 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?
Matthew Barb's user avatar
0 votes
1 answer
108 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 ...
Marchelo's user avatar
0 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 ...
S.B.'s user avatar
  • 2,111
8 votes
2 answers
6k 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 ...
Robs's user avatar
  • 9,406
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 ...
Xtremefaith's user avatar
  • 4,570