Skip to main content
The 2024 Developer Survey results are live! See the results

Questions tagged [tasks]

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

Filter by
Sorted by
Tagged with
1 vote
1 answer
34 views

Due Date Task object not appearing in Quick Action not appearing

I am struggling here, I am trying to have my page layout with due date appear when creating a new task based off a custom quick action on Opp. Its confirmed on the page layout, permission to it, etc ...
ForrestFairway's user avatar
0 votes
0 answers
48 views

Trying to assign a task created in a screen flow to a user

I am creating a screen flow that creates a new record for a task and assigns a contact (specified by the user of the screen flow) as the owner (OwnerId) of the task. The contact who will own the task ...
Ethantium's user avatar
-2 votes
1 answer
47 views

I have written a apex trigger on task and want a test class code [duplicate]

if (Trigger.isInsert || Trigger.isUpdate) { for (Task t : Trigger.new) { if (t.WhatId != null && t.WhatId.getSObjectType() == Opportunity.SObjectType) { oppIds.add(t....
Apple Ipad's user avatar
0 votes
2 answers
78 views

How to hide EmailMessage from shared users?

Say I have an Account that I share with user A and B. If user A sends email message, I don't want user B to see it. So far I found Email Messages appear as Task object. TaskShare object doesn't seem ...
dzh's user avatar
  • 4,165
0 votes
1 answer
40 views

How to prefill lookup value in lightning web component

I have a requirement to create a task on opportunity with prefilled values from custom fields on the opportunity. I have a lightning web component on the opportunity detail page which I want to use ...
Thomas's user avatar
  • 2,310
0 votes
1 answer
98 views

How to customize task pop layout on the activities menu?

Does anyone know if its possible to edit the layout of the task pop up in the image below? I have tried editing the task layout page, the search layout page on activities and the compact layout with ...
Calrin Curtis's user avatar
0 votes
0 answers
16 views

Create Tasks with multiple Owners / Assignees

We have our Group Task feature activated which apparently allows us to create a new Task and select multiple Assignees, creating a separate Task for each user selected. That's fine. But we only seem ...
Zoom_v's user avatar
  • 3,894
0 votes
0 answers
51 views

Get Records Element: Too many query rows: 50001 - Record-Triggered Flow

I was making a flow to update a custom field "Last Sales Task Date," which pulls the latest task date for a contact so long as it is not created by user 'Marketing Leads.' However, I'm ...
Rikki Haro's user avatar
1 vote
1 answer
66 views

Create Task based on Opportunity Field Update

We're looking for a way to automate follow up tasks for sales as a part of their productivity goals. I created a new field called "Follow Up Date" on the oppty. When this field is populated ...
EV201013's user avatar
0 votes
1 answer
59 views

Why is my WhoID not pre-populated when creating a task for opportunity

I have a custom field on opportunity SalesContact__c which I want to use to pre-populate the WhoId field on task. It does not get pre-populated but after insert the field is filled. Why does it not ...
Thomas's user avatar
  • 2,310
0 votes
0 answers
32 views

Why did the "type" field disappear when I tried to add new picklist values to the task object in Fields and Relationships?

I wanted to try and add a few picklist values to the "type" field in the Task object in Salesforce. After I added them in, I went to test it out but the Type field has now completely ...
Cameron Anderson'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
141 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
0 answers
39 views

Different List Views for Activities & Tasks

I just noticed that you can directly access Activities and Tasks in Lightning - but no Events. The former brings you to a very old Classic list view while the latter is just as expected. I thought ...
Semmel's user avatar
  • 2,507
0 votes
0 answers
59 views

Assign Unresolved Email Task to Contact(s)

Hi so I am trying to figure out if it's possible to assign unresolved tasks created by the "Email to Salesforce" feature with a batch job that runs daily. This is to fix the case where the ...
Marcus Little's user avatar
0 votes
0 answers
66 views

Ability to View Tasks created by users of One profile by users of another profile based on Criteria

There are 2 profiles in my salesforce org (health cloud), let's say profile A and profile B. I have a custom field in Activity object, which is named 'Product' (this is a picklist field). We have a ...
Surya Prajwal Ch's user avatar
0 votes
0 answers
67 views

New Task button is not visible in Lightning Task related list

New Task button is not visible in lightning, but I can see it in classic. Main Task - Custom Object Sub Task related list - Task Object I followed below steps. But didn't resolve the issue. Ticked ...
R_Cham's user avatar
  • 49
0 votes
0 answers
93 views

Action buttons are not visible in Task related list in lightning experience

I created a new object called Main Task and created a lookup on Task(Activity) to make a relationship between Task(Child) and Main Task(Parent). I added task related list(Sub Tasks) into Main task ...
R_Cham's user avatar
  • 49
0 votes
0 answers
197 views

Getting RecordTypes and Layouts in LWC for Event/Task?

I am a developer working on a custom LWC component that is made to be used in Outlook via the email application pane and as a mobile page. In the application, one of the features is the ability for ...
David A's user avatar
  • 11
0 votes
1 answer
340 views

How to prevent a record triggered flow from executing multiple times

I have a flow where when a field called last touch point date is updated in an opportunity, it then offsets creating a task for the opportunity owner by 7 days to remember to follow up. I am a ...
Jasper's user avatar
  • 3
0 votes
0 answers
26 views

Dynamically Add and Remove Case Tasks Based on changes to composition of Case Team Members

Our cases generate a large number of tasks based on values in custom fields. A task is created for each case team member. The case team members assigned to our cases change fairly often. We want to ...
user1821431's user avatar
0 votes
0 answers
30 views

Parent record page not updating with field changes [visualforce button]

I have a custom button on the Task page layout that when clicked opens a new Visualforce window with an expanded 'Comments' field. I can make changes to the comments field and save them, but when I do,...
spal's user avatar
  • 155
0 votes
1 answer
310 views

LWC for Task management

I have a requirement for a Task manager in LWC, where the user can change certain fields in it, like who it's assigned to, and add comments, as well as mark it as complete. I'm aware Tasks are not ...
Kamila's user avatar
  • 1
0 votes
0 answers
44 views

Marking Tasks as private

As part of a new implementation, I've got a requirement to allow users to mark Tasks that they create as 'Private' so that other users in the system don't see these when viewing Accounts and Contacts. ...
Callum MacErlich's user avatar
-1 votes
1 answer
626 views

Send email after 7 hours from the due date field

I have a requirement which is to send an email alert to the task owner when it is due. But this email needs to be sent at a specific time. In the flow builder, I've already tried using the scheduled ...
mag's user avatar
  • 3
0 votes
0 answers
85 views

Flow on Task to trigger validation rule

I have a validation rule on the Task object which simply points to a checkbox field, if true then error. I am using a fast field update flow with some simple logic that, according to the debugger, ...
JaredT's user avatar
  • 880
0 votes
1 answer
280 views

SOQL query to find Tasks by Subject and Count

We are trying to find tasks of the same Subject that occupy a lot of records. For example, there might be 4,000 tasks all titled "Opportunity closing in 3 days" and we want to find all ...
iamreallyunderqualified's user avatar
0 votes
0 answers
196 views

Difference between Task of subtype 'Email' and EmailMessage

How can the difference between the following queries be explained: the output from the object Task where TaskSubtype = 'Email' the output from the object EmailMessage I've noticed that 1 > 2.
Michieldo's user avatar
-1 votes
1 answer
208 views

Is it possible to control the order of execution of the steps in the flow in Salesforce?

I have created a flow in which auto-layout option is selected and I have put the steps according to my requirement, still the order of execution of the steps are not maintaining itself. Requirement: ...
Arman Gadhiya's user avatar
0 votes
0 answers
405 views

How to get a flow to wait for task completion?

I have a flow that needs to wait on "Initiate Background Check Task" completion before going to the next stage/step. The task is assigned to a queue so that there is a team of employees who ...
Will's user avatar
  • 101
-1 votes
1 answer
595 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
1 answer
379 views

Add New Task Button On Email Message record

I need to add new task button on Email Message Record. but after I put the New Task on the page layout it still not appear. what I already done is: Put Standard New Task button in Email Message ...
naticap's user avatar
  • 121
0 votes
2 answers
175 views

Why do these two queries return different results?

I have a requirement to get the most recent task date on an account. When I use the following query, Salesforce does not return the correct answer. If I do the same query but on the task object, the ...
Pauline's user avatar
  • 375
0 votes
1 answer
321 views

Is it possible for the "log a call" task to automatically open up when agents receive or make AWS call?

My instance is currently using Amazon Connect as our phone system. I am trying to have the "log a call" task automatically open up when an agent is either making or receiving a call like in ...
ferguimara's user avatar
0 votes
0 answers
81 views

Implement standard Contact lookup as available on Task in a custom compone

There is a requirement where I need to implement same functionality as standard Contact lookup on Task [Screenshots Attached][![enter image description here] 2][![enter image description here] 3]3. ...
Utkarsh Verma's user avatar
-1 votes
1 answer
536 views

Activities: combine completed date (tasks) and activity date (events) into a single field

How to create reports with a filter on completed date-time of tasks and events? They are both stored as "activities", but the completion information is stored differently: Task completion ...
icemtel's user avatar
  • 101
0 votes
1 answer
2k views

Allow Profile the ability to edit any Task or Event on Account or Contact

I have a dilly of a pickle here. We have users who have the profile: "US-Development". Anyone with this profile should be able to edit any Task or Event on Account or Contact. One of our ...
Matt Pugh's user avatar
-1 votes
1 answer
237 views

How to create a custom field formula to show task owner first name on the task object?

Current formula which is getting an error:
Tim's user avatar
  • 1
0 votes
1 answer
576 views

Relate WhoId on a task Record with a new custom object

WhoId and WhatId are both "polymorphic" fields, meaning they can be related to different objects, defined by the ID itself. We can relate WhatId on a Task record to a different custom object ...
nica's user avatar
  • 1,410
0 votes
1 answer
3k views

What does this error in Workbench mean?

We are seeing an error message for one specific user in Workbench when attempting to query the Task Object. This user has access to Task records in Salesforce, but for some reason sees this error in ...
Chad's user avatar
  • 1
0 votes
2 answers
194 views

Trigger on Task Object to Increase the value of a numeric field on Contact

I am very new to Apex and trying to write a trigger on Task. I appreciate if you can help.. I have a picklist field on Task(name: Result__c), let's say with values A,B,C. If I choose A or B when I ...
hkntymz's user avatar
-1 votes
1 answer
35 views

Reporting on Tasks

I am trying to display only Accounts that do not have tasks with the word "review" in the subject. I am unable to do this correctly with the following filters: The report results will ...
Tim's user avatar
  • 1
-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
0 votes
1 answer
342 views

Create generic object

I am not able to create a Lookup to Task, EmailMessage and couple of other objects . So looks like there is a known limitation and hence Task and EmailMessage objects are not available in RelatedTo ...
Hemant-2's user avatar
0 votes
1 answer
951 views

Partner Users - Tasks assignment and visibility

As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user. Requirements: 1st Requirement: When a partner user assigns a task ...
Giorgos Galaios's user avatar
0 votes
2 answers
59 views

Is there a way to make this apex more performant?

I have a class I am working on that will export a CSV that includes "Case Number", and "Last Outbound Customer Activity Date". There is some logic included in my Apex that ...
guffelman's user avatar
0 votes
1 answer
212 views

Custom Object to replace tasks to handle 255 Char limit

In salesforce lightning, The Task/Activities Object (I believe one inherits from another), seems to have a hard limit of 255 chars for a field and does not have options for the text field long or rich ...
Rogelio's user avatar
  • 115
0 votes
2 answers
3k views

Where can I find the cause for 'Soft Error' when MC fails to create a Task?

I am trying to create Tasks in Sales Cloud, from within a Marketing Cloud journey, but sometimes it doesn't succeed. In one instance, the journey creates 100 tasks, but another 9 fail due to 'Soft ...
Sander de Jong's user avatar

1
2 3 4 5
12