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Questions tagged [activityhistory]

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0
votes
1answer
18 views

How to get Activity History when SharedActivities is enabled/disabled

I execute the following query to get activity history for an account SELECT (SELECT Id, IsTask, ActivityDate, ActivitySubtype, Subject, Owner.Name,PrimaryWhoId,WhatId,PrimaryWho.Name, What.Name ...
0
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0answers
5 views

Replies/forwards of emails from lightning aren't visible in activity on contact

The org is using Enhanced Email. When I reply to an email from classic the email is logged on both the Case and the Contact record. When I do the same in lightning the email is only visible on the ...
0
votes
1answer
17 views

How to customise Activities logged at Contact Notes in Salesforce to appear under Account past activities and vice versa

Account has lookup relationship with Contact Notes. The requirement is notes/tasks logged at Contact Notes to appear under Account activities section (past activities) and vice versa.
1
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0answers
8 views

REST API: Last email sent/received

Using the REST API I'm trying to pull, for a certain contact, when was the last date of email communication with them - last email sent to them. My logic was to query a contact's activity history, ...
0
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0answers
19 views

Last Activity Date - Activity Metrics (Beta)

Two users noticed yesterday that the LastActivityDate (from the new Activity Metrics that now includes emails auto captured by inbox) didn't update, not a single email was "tracked" per that ...
0
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1answer
35 views

Workflow based on activity history subject

I would like to be able to create a Workflow that updates a custom field on a Lead object with a timestamp containing the current date only when on that Lead there is a Task on the Activity History ...
0
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2answers
52 views

RelatedTo field of Email message

RelatedTo field has multiple lookups to various object for my instance its heavily populated as follows: Lookup(Contract,Campaign,Organization,Donation,Product,Asset,Case,Solution,Asset ...
2
votes
1answer
41 views

How to retrieve activities using SOQL?

I like to retrieve activities of an account using SOQL like: Past Activities - <Date> Email: <subject>, John A. sent an email to David K. - <Date> Email: <subject>, Brian G....
0
votes
1answer
125 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
1
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0answers
59 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 ...
2
votes
1answer
98 views

Salesforce Email Send as Trigger in Process Builder

Wondering if it is possible to update a lead's status to "Contacted" after an email is sent. I have set up a process that updates the lead status every time a completed task is created or edited (...
0
votes
1answer
39 views

Track the emails sent to particular email address in activity history of case

I am using web-to-case, where the user submits the application form and it creates a case in my org.(When the case gets created in my org, I have set an workflow rule which sends an auto response mail ...
1
vote
1answer
113 views

Custom activity field and page layout

I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, ...
0
votes
1answer
82 views

How to Change Task subject name for mail.setSaveAsActivity(true);

I am sending a mail through batch class and i am setting mail.setSaveAsActivity(true); also. So the mail saving as an Activity history. Mail: As I am setting mail.setSaveAsActivity(true) Mail name ...
1
vote
1answer
14 views

Email content is not changing after i send email with template

I am sending an email using send email button at case record level. Where I've selected template and modified some data After I sent, I have received the original content of the template. I suppose ...
1
vote
0answers
18 views

Email Replies in Salesforce

We use Sales cloud and are making the switch to lightning as we speak. We want to get things right from the get go and want to use the activity portion of lightning to its full advantage. We are ...
0
votes
1answer
172 views

track outbound email from apex class

I have a lookup from Case to Lead. Whenever a new Case is created if the contact field is not filled for the record , it sends an auto response mail to the corresponding Lead. I did this using trigger....
1
vote
1answer
1k views

What cannot be tracked in Setup Audit Trail?

I wonder what changes cannot be tracked in setup audit trail. I mean that there is no info when: - someone deletes or edits a report - deletes something (Topics, Member Criteria, Rules) from ...
1
vote
2answers
28 views

Can I get the delivery time of sent emails via Activity History?

In our custom object, our custom support team usually use the send an email button in the activity history section of a custom object to send out emails. Last month, we have noticed several delays ...
0
votes
1answer
52 views

Community Welcome Email Does Not Show In Activity History

Just wondering if it's possible to make your community welcome email show in the Activity History for that account. It does not do it by default, but I'm sure there must be some trigger that I can ...
0
votes
2answers
545 views

Add Email Alert Email to a Record's Activity History

I have a text email template that I send to Leads by way of an Email Alert attached to a Workflow Rule. I noticed that this email isn't attached to the individual record, for it is not visible in the ...
0
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1answer
131 views

Marketing Cloud Enhanced FTP logs

Does Enhanced FTP log IP addresses from users? I mean a history of IPs, logins.
0
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1answer
145 views

On send email from Contact, add activity to custom object if bcc email matches custom object's email

I have a custom object named 'Host'. When they are BCC'd in an email, I want to log that in the Host's Activity History. I'm a bit lost on where to get started on this. It seems as if there was a ...
0
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0answers
73 views

Enhance lookup for lead object

I am facing issue with lookup search. When i go to activity history on contact and click on send email button and click on lookup glass. I am getting enhance lookup search. Please see below screen ...
1
vote
1answer
1k views

Save an email to a case's Activity History

Context I have a JS button in the case layout that sends an email to the contact via Apex. Problem How can I save that sent email to the case's Activity History? I've found similar questions, like ...
2
votes
2answers
304 views

How to save EmailMessage after sending and relate to any object and show in activity history

I've made several attempts to save an email message to be saved into the Activity history of opportunity. I have a vf page which has a form to send an email. I can send the email but not able to ...
2
votes
1answer
843 views

Send an Email functionality in a custom button of a custom object

Is there any way to utilize the email functionality of Send an Email button from Activities related list into a custom object? I'm trying with custom visualforce page and controller but not able to ...
0
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0answers
100 views

How does Salesforce saves the email to the Activity History related list on the appropriate record?

I am reading through this document - https://help.salesforce.com/articleView?id=email_my_email_2_sfdc.htm&type=0 - and there does not seem to be much information on how Salesforce saves the Email ...
0
votes
1answer
174 views

Can you embed the standard activity history “send an email” page into a page layout?

It takes too much time (UX) to get to the Standard Send an Email page. Instead of hovering the mouse over "Activity History" and clicking "Send an Email" to get to the "Send an Email" rich text ...
3
votes
1answer
208 views

Only some activity history being displayed after query

I have a visualforce page that is supposed to display the activity history for the Contact record for ONLY the current user. However, it seems to be leaving out some of the activity history, with no ...
0
votes
0answers
102 views

As a System Administrator, can I view a history of all Flow Interviews?

Not finding an answer to this in the Salesforce docs... I want to look at historical use of a Flow. Not just failures (I know that emails are sent when a Flow fails). I would like to see all ...
0
votes
1answer
97 views

Email are going to Unresolved items, when trying to create Activity History record using `Email To Salesforce Address`

I have to create the activity History record for workflow email alerts. I tried this way Created another email alert with copy of same email template and appended ref:{!Lead.Id} in email template. ...
1
vote
1answer
226 views

SELECT ActivityHistories For Any SObject

I am writing a code which supposed to process a list of ActivityHistories for any SObject which supports them (like Opportunity, Account, etc). And at that point it's impossible to know what is the ...
0
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0answers
192 views

Automate Chatter Post to Specific Users When Creating Log a Call Record

I'm hoping that there is someone who can assist me with an automation/trigger question with regard to using Log a Call and Chatter integration. When using Log a Call, one of our teams has requested ...
1
vote
1answer
548 views

Tracking changes to Lead fields: feed tracking or history tracking

I have a class that updates Lead objects based on some conditions. I want to track changes like owner, lead status and display it to the user like a feed. e.g., when a lead owner changes because of a ...
0
votes
1answer
522 views

how to export Accounts with activity history?

I have tried with exporting accounts with activity history using reports. but, is there any other way to do the same.? i see there is no correct data exported. could you please suggest on this?
-1
votes
1answer
449 views

Visualforce page to display detail task/activtiy chronology [closed]

I'd like to know and could you please advise how the following functionality can be achieved in Salesforce: When a Salesforce user opens a task, he/she will have to monitor and observe what happened ...
1
vote
1answer
953 views

What fields determine what is displayed in Open Activities vs. Activity History

What determines which tasks go into the boxes Open Activities and Activity history, respectively? I tried the fields Status, IsArchived, IsClosed, but none of them relate the image I see in my single ...
6
votes
3answers
646 views

Trigger not updating field in Test Class

I'm pretty new to Apex and I'm trying to write a trigger that will update my LeadStatus field from 'Open-Not Contacted' to 'Open- Working' upon completion of sent email (logged in Activity History). ...
0
votes
1answer
885 views

Recording email alerts in activity history of an object

I have a custom object called employees. It stores employee details including their email ids. I have a process builder set up which sends email alert to this email ids when ever a record is created ...
1
vote
1answer
95 views

Add to ActivityHistory of specific opportunity using APEX

I want to add an ActivityHistory to a specific opportunity. I'm just confused on how to do it to a specific opportunity. Initially, I thought it was w/the WhatId but that's not working. This is what I ...
0
votes
1answer
836 views

How can i add activity history to salesforce?

I'm trying to export some call, email activity history to sales force. How can i achieve this? Activity History Doc says that its a non editable fields. Is there any other way to do this? Using ...