Questions tagged [tasks]

Task is an activity record, one that has a date but no time associated.

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17 views

Tasks - No access to the RecordTypeId field. The field has been removed from the entity or access to this field has been removed

here is my issue I create a task from an activity bloc of an account I create an event from event bloc of an account I go back to my task to mark it as done or modify it, i got this message error : ...
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Best way to get the custom object type of a WhatId in a Flow

I'm working on a Task record-triggered flow and I need to evaluate the WhatId to see what the object type is. As I see it's not directly available. I'm wondering if what the best solution would be. I ...
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1answer
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Error “The Expiration date needs to be entered” when creating a recurring Task (Lightning)

I am trying to create a recurring task in Lightning Experience and it turns out to be difficult. I have enabled the appropriate setting so that I am allowed to create them. I have added the "...
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1answer
17 views

Update Opportunity custom field based on OpenActivities (Tasks and Events)

I need to update a custom field (Next_Activity_Date__c) on Opportunity with next closest Date from Event or Task which is added to current Opportunity. Example: When a user has logged a Task/Event, ...
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2answers
23 views

Can't create new Task

I'm running into the error "Required fields are missing: [Status]" when trying to create a new Task, but Status is a PickList with a default value, so I don't why it won't use the default. ...
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Line breaks in description field (From Journey builder - Create task activity)

Within journey builder I create task activities and push this to Sales Cloud. The text we enter in the 'description' (long text field) ends up in one line in Sales Cloud, which makes it unclear. Our ...
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1answer
10 views

TaskQueueID not updating between environments with Process Builder

I started using the new task queue via process builder and like that I can easily point to this queue when creating a task via the field Assigned To ID. All was great until I deployed the process ...
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16 views

Skip Record Type Selection Page Using Ligthning Component

I am pacticing on Lightning Component nowadays and I came across one problem in which I need to override the New button of Task object using Lightning Component such that it bypasses the record type ...
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1answer
31 views

Process Builder not working as expected

I have a process builder that works as follows: When Approver 1 approves the lead record, field 1 on the lead will be updated, and based on that task 1 will be updated When Approver 2 approves the ...
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1answer
29 views

It is unable to get of an apex class for getting ContentDocumentLink.LinkedEntityId from the following code?

I need an apex class to get a standard object called Contentdocumentlink field called LinkedEntityId. when document upload. It should automatically create a task. I'm unable to get ...
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20 views

Viewing Task in a Task Queue

I have created a task queue (InvestmentTask) and populated task in this queue using process builder (via assignedTo.) I can view the task in a report or filtered view based on loosely populated field ...
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1answer
21 views

Edit Task directly from Home Page

Is it possible / was it ever possible to edit the due date of tasks in the "My Tasks" home screen component without leaving the page? One of our users beleives that in the past, it opened ...
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How to create feeditem when creating a task via apex, which looks and feels the same as when creating a new activity manually that posts to chatter?

We have set up a new trigger that inserts tasks related to Leads (whoid is a specific Lead), and we want those tasks to post to chatter. I know you can insert a feeditem with relevant information. ...
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Unable to update contacts using TaskRelation object after being removed from Task

Below summarizes the issue I am encountering around Tasks with contacts associated. Scenario 1: When a contact is removed from an existing task, the removed contact should look up all associated tasks ...
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1answer
51 views

How to disable New Task buttons and Other Action buttons from Activity Time Line Component in Lightning Flexi Page

We are working to leverage 'Activity Time Line Component' on the Flexi page to let users see the open task and act on them, at the same time we want to remove the 'New Task' and if possible other ...
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Queue Member (Partner User) not able to access Task

The system admin is creating a Task which is Assigned to a Queue. This queue consists of two partner Community Users. The expectation would be that the queue members would have access to the Task. ...
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47 views

Unable to create notes for task object in Community, Invalid Cross Reference Key

I have a screen flow that takes some input from the users on case screen and creates a task on case and then creates a note on the task created in previous step. Issue is, when i am trying to do this ...
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1answer
36 views

Task description field not available for page layout

I have created a Task record type and a page layout for it. A process builder is invoked that then creates a task record. Question is, somehow the task Standard field 'Description' is not available in ...
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1answer
59 views

Get default lead owner in Apex

I'am creating task for inactive leads. However, there is a scenario where the lead owner is inactive already. Since 'Assigned to' field in task is a required field, I'm trying to set the default lead ...
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26 views

Code to Auto BCC “My Email to Salesforce” long bcc email address when sending emails directly in Salesforce

Is there a way to auto bcc the "my email to salesforce" long address when my reps send emails directly in salesforce? Its the only way I have been able to get Einstein activity capture to ...
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1answer
26 views

Unable to select custom field of task in process builder

I had a requirement to create custom field called Potential in task, since task object does not allow you to create custom field i had to create that in activity. Now i need to use this custom field ...
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1answer
142 views

Standard field Type on Task not available for Reporting

I want to build a 'Tasks and Events' Report. So I created a New report Standard field 'Type' which is a Picklist is not available to be selected when creating a report. What I tried so far Setup > ...
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24 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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Creating Task programmatically its not showing up in Universal Notification Service (UNS) bell for the target user

When I create and assign a task programmatically to a user, the notification does not show up in the Universal Notification Service (UNS) bell for the target user. Below the code to execute anonymous ...
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1answer
167 views

“Variable does not exist: Type” when creating a Task

I'm trying to create a Task via Apex, and I'm trying to set the Type to "Call": Task task = new Task(); task.Type = 'Call'; task.Subject = 'Paid signup'; task.WhatId = account.Id; task....
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129 views

Validation rule on Picklist value on Global Action

I have created a Global Action 'Log a Call Custom' Here on the Task object I have a Picklist field Subject with four values - 'Please Select 'Option 1' 'Option 2' 'Option 3' The default is 'Please ...
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15 views

Edit and View Page of Task only specific fields

How do you edit and display view a task with specific fields I can't use force since it will display all the fields
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194 views

Process Builder working with Tasks created from Enhanced Email will not work

I am trying to update a custom Account field Last Sales Activity Date based off of the dates of completed Tasks of record type SalesTask (default for every profile except admin). For all Tasks this is ...
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2answers
275 views

How to create a Case Feed Item when creating a Task

The documentation seems to say that when you create a Task or Event related to a Case then it will automatically create a FeedItem ActivityEvent—indirectly generated event when a user or the API ...
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1answer
25 views

How can I change the default 'Related To'

The defautl 'Related To' list on a new task defaults to 'Accounts...' Is it possible, that the 'Related To' will default to 'Opportunity'? how can I select that?
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23 views

Update Opportunity Lookup on Task

I have a question about something that seemed simple to me at the beginning. My use case is the following: When a Task of a specific record type is created on an Opportunity, information from a ...
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1answer
29 views

how to update lastmodified field whenever any user updated task [closed]

I have one custom object collegeplan__c and there have couple of record there for particular record for example degreecourse record name is there and xyz is the owner of that record. someone created ...
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90 views

Creating a Sales/Service Cloud task from an API call using AmpScript and data views

I am trying to create a Sales/Service Cloud task for our sales reps when someone clicks or opens an email in a journey. The desire is to use an API call for two reasons: 1.) to eliminate the need for ...
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53 views

How to disable the creation of feed items when a task is created via the REST API

We have an integration between our phone system (3CX) and Salesforce. It logs calls into Salesforce using the REST API: /services/data/v37.0/sobjects/task RequestType="Post" Those tasks have the user ...
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19 views

Tasks not visible in the work flow actions

I have created couple of actions going to >>Setup>Tasks. Created the flows and pulled the element - Actions and trying to find the task created in the 'New Actions' window but not able to find any of ...
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1answer
25 views

Is ActivityDate a known bug with bulk API loading tasks?

I've been fighting Salesforce all morning with a data load via the Python simple_salesforce package (so yes, the bug could be there, rather than there being an issue in the Bulk API). If I run this ...
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10 views

Task showing different updates when having same due date

I am creating two task one from Account object and another from a custom object, both are related, when creating task from Account it show different update but when created from custom object it shows ...
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1answer
75 views

Field is not writeable: Task.IsDeleted Error in test class

I am writing a test class for an apex class which is having tasks associated with the custom object. The apex class contains the following code. List<Task> taskListProd = [Select Id, ...
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1answer
140 views

Error when community user creates task for internal user

I have a page within my community where a Customer Community user can update some information about themselves (information is saved on Account). I want to create a Task alerting the user that owns ...
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1answer
91 views

report on log a call

I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
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1answer
62 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
50 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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22 views

Email when task assigned

This morning at 6 am EST, one of my flows ran that generates tasks and assigns them to users. The task generation worked successfully but my users weren't notified that the tasks were assigned to ...
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1answer
216 views

Salesforce Data Loader Cant Upsert Tasks using External Id to link to Account?

I'm trying to Upsert Tasks to their Accounts using an ExternalID field but the 2nd step (Step 2b) doesn't appear with a Task Upsert. Does Task not support External IDs for Account-association? Also,...
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24 views

Unable to query Task Queues on VF page load?

I have a bit of a frustrating problem. On my VF page, I am getting queues that are assigned to a selected Object. When a user selects 'Task' from the drop down of available objects from an <apex:...
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1answer
33 views

what is the filter logic behind delegated tasks filter [closed]

I want to know about the filter logic of delegated tasks? Requirement: I need to show the list of delegated tasks in my custom visual force page
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1answer
890 views

Assign a Task to a Queue [Spring 20']

in Spring 20' Release has been enabled the opportunity to assign a new Task to a queue if it has been added to its supported objects. Instead of doing that from the UI, I'm trying to do this in ...
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1answer
267 views

Process builder create task

I am trying to build an automated task using process builder when opportunity is on the specific stage. However, I have a problem with field picker. I want to assign this task to opportunity owner / ...
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1answer
93 views

Not able to Display “owner name” & “whatID name” of Event in LWC, which is used in community

I want to display owner name in text format & What.Name in link format. can any one please suggest. Apex : public with sharing class FetchEventLWCController { @AuraEnabled(cacheable=true)...
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2answers
430 views

Display 'Assigned To' field of task in text format into LWC

I have created LWC where i need to display task field 'ASSIGNED TO' in text format. but I am getting error as "Unsupported reference Task.Owner.Name of type sobjectField in file ...

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