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Questions tagged [tasks]

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

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Set TaskSubtype=Call by URL Custom Log a Call

The standard "Log a call" is: I have a custom "Log a Call" button on Lead Object, This is de URL: /00T/e?title=Call&who_id={!Lead.Id}&tsk5=Call&tsk4={!TODAY()}&...
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SOQL - How to query Lead email using Task object?

SOQL only. I can accessed the Name of the Lead from the Task object, however when I accessed the Lead email, even though the Lead record has an existing email, the email wasn't showing up. This query ...
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-1 votes
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When Task status is changed to completed. Stamp date field with the current date [closed]

Create date field on task object if date field does not exist. I need to do this through a task flow. How would I do this?
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Flow for Task Object

I have a Use case where I need to send Email to the user about his Today Tasks to his Email ID at 9 Am everyday so that he doesn't need to open SF So I preferred using Scheduled trigger flow where I ...
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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?
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Getting tasks stored in List Views

I need to get the tasks that are stored in list views that are selected by the user. I've tried a couple things that I'll outline below: HTTP API request I've tried making a REST API call to get the ...
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Record-triggered flow

I have to make a flow that executes when a Task is updated. When a task is updated, I have to check that the CallDisposition field has the value "Confirm Booking". After that it has to ...
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-1 votes
1 answer
27 views

What field on the Task object is its parent?

The org I'm working in has its org wide defaults for sharing as "Controlled by Parent". After looking at the Task object documentation, I think its the WhatId or WhoId.
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Apex code to get Tasks and send email to task owner

I want to send email to user about his open tasks. Each user will have more than one task. I have a set of taskIds and querying all tasks based on these IDs. How do I get email address of task owners ...
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Default "Assigned To" on Task Creation

When creating a new task, I would like the "Assigned To" field to default to a specific queue. On the Global Action, I am trying to add it as a Predefined Field Value, but the formula editor ...
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Salesforce Task update api not updating fields sometimes

We have our plugin on salesforce and we are calling salesforce task update api for updating the subject, comments etc.from our backend. 90% of the time it updates the comments whereas 10% of the time ...
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1 answer
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Modify output text using Standard Visualforce page

I have a requirement to print email tasks as PDF. As standard printable view option will support on Task records, I have created a custom visualforce page with render as "PDF" as below: <...
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-2 votes
1 answer
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Not possible to assign a task sometimes [closed]

I have one colleague who cannot always assign task, this is strange as her profile gives her the right to modify all accounts. Sometimes she can and sometimes she can't. So I don't know where to find ...
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Iterate over Task Queue Members

unsure if this is the right place to post this question but i'm trying to iterate over each member(User) of a task Queue in flow. However, after querying the record, I am only able to access the '...
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After Insert trigger creating duplicate records

I have a requirement to create a new email_capture__c record when task record is created. Before inserting this record, the requirement is to check if the task description value is matching with ...
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2 answers
149 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 ...
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How to avoid STRING_TOO_LONG error?

I have a Process Builder that creates a Task record when an EmailMessage is created in Salesforce, but i'm getting a STRING_TOO_LONG error in some of the Tasks creation because the Process Builder ...
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Task - Save & Close

Working to smooth agent workflow by setting the tab (in salesforce) the task is open in to, "close" after the "save" button is clicked. Currently when the user clicks, "save&...
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Task Status - can you have multiple picklist values set as a 'closed', but have the closed radio button in engagement history default to only one?

Initially we've had only one task status with the 'closed' configuration enabled called "Complete". However, we wanted to add an additional 'closed' status type for tasks which we want to ...
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How to populate a text field on Task with the WhoID/'Name' Owner? [duplicate]

How do I adapt my Task Process Builder to reach into the WhoID (aka the 'Name' field) on the Task in order to populate a text field on the Task with the WhoID Owner's name. In other words, if the ...
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Reporting - Cases with Milestones

My team and I were about to create some custom reports. There is a business need to associate "Cases with Milestones" report with: Activities (Tasks), that are related with Case record ...
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For My the "Allow Users to Relate Multiple Contacts to Tasks and Events" is disabled

I want to relate several contacts to mys task. And i know that fot rhis i should enable the "Allow Users to Relate Multiple Contacts to Tasks and Events" checkbox . However it is disabled ...
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39 views

Task Isclosed not visible for field update

When an Opportunity stage is at Negotiation, a task is created for my user. Then they have bunch of substasks related to this main task that they have to complete before they mark the task completed. ...
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2 answers
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Convert Task ActivityDate into String

I need in my wrapper class the activity date from the task object as string to display at a visual force page. My two version below does n't work. If I use this version I get an error (Attempt to de-...
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Restriction Rules on Emails?

We have a PersonAccount record page, which is shared between users from different commercial networks: A, B and C We succeeded to hide related records (Contracts...) using sharing rules and manual ...
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Not Receiving Email when salesforce task is created using flows

I am not receiving any emails when a task is created through a flow. I created a flow to create a task based on a criteria. Usually when a task is created the assigned to user gets an email and when I ...
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panelOnDestroyCallback does not work in Mobile

I have a form for creating a standard Task object using force:recordData. And i want to use "panelOnDestroyCallback" in order to navigate to Lead object in mobile version, However I am not ...
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Report for Tasks Related to assets not showing expected Data

I created a report to show all the completed tasks on A Asset. Below are the filters i applied ALL activities Created date all time Show Tasks and events Show Completed Activities Subject Contains CM ...
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Query related Tasks does not work

I need to query all related tasks from a contact (currentRecordId) but my code below shows nothing. What I'm doing wrong? Map<Id, TaskRelation> relatedTasks1 = new Map<Id, TaskRelation>([...
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ActionPlan templates Deployment issue

I am trying to deploy Action plan templates from one org to other org. I getting below error The value for ValueLiteral or ValueFormula is not in the correct format. I hope these fields should be ...
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1 answer
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Assigning Tasks to a Queue with DataLoader

I am looking to upload several thousand tasks to my org with DataLoader assigned to a shared Queue. I am assigning the OwnerID as the 18 digit Queue ID in my csv file. However, upon attempting to ...
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I want to make the task in Activity visible to the parent object of the parent

There is a task registered in the Contract record. Contract refers to Opportunity as Lookup. So I want to show Contract's task in the Lookup Opportunity. Is there a way?
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Navigate to all overdue task on mobile

I developed a lightning component that displays on the salesforce mobile home page the number of overdue tasks. I provided a button to navigate the user to the standard "All overdue" list ...
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Flow for guest user to create a task

I have created a simple Screen Flow that takes some inputs and creates a task. I am putting it on a public site in a community. When the flow runs it throws an error of "An unhandled fault has ...
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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 (...
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salesforce Dataloader : field 'Description' can not be filtered in a query call

I am using dataloader to look for and extract certain emails(tasks) that must have the word "igloo" in them, I tried to do 'description' contains "igloo" and got an error saying ...
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-2 votes
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I want to create a task whenever I add or modify an opportunity product

trigger OpptyLineItem on OpportunityLineItem (after insert, after update) { if(Trigger.isAfter) { if(Trigger.isInsert && Trigger.isUpdate) { for(...
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1 answer
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Query Task.Who.Owner.Email in SOQL

I what to write a soql to query the user email address but failed to do so. Basically from a task, I want to find its related lead(WhoID) then find the lead owner, then find the owner's email. my ...
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report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
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1 answer
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How create notification after 3 days in ten o'clock? [closed]

I created process builder, but notification after 3 days, but I need afrer 3 days in ten 0'clock!
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107 views

"Create Follow-Up Event" button not visible despite it is on the page layout for Task object

As an andministrator, when I create a Task of certain record type, I can see the "Create Follow-Up Event" button. But when I login as another non-admin user I can't see the button The non-...
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Task list view not coming in Lightning

The List View which are created under Activities in classic are not coming under Tasks List view in Lightning. instead of creating the list views manually in lightning on Task object, need to display ...
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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 ...
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Change Task Status default and closed value

In the Task can I create a new status value and add it as Default or Closed? When I do this the page just refreshes and nothing changes. New value with "Closed" marked: "Completed"...
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294 views

How To: Tasks: Set 'related to' (Whatid) to blank [Null]

I am doing some work on our salesforce org so the sales team can add tasks/event/call logs to Leads and relate them to other objects. However, in lightning I am running into an issue where the ‘...
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2 votes
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How can I change the default value for the 'assigned to' a speicifc value in the ' Queue'?

The default value of the 'Assign to' should be a particular 'x' value in the Queue. In this way the user will no longer have to click the down arrow next to 'Assign to' -> Select Queues -> ...
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Query Activities associated with Contacts

I am building a lightning component on Account that takes the Account ID and returns the contacts and the most recent task associated with it. @AuraEnabled public static list<Contact> ...
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SOQL to find all the recordTypes assigned to a profile or a user [duplicate]

Need to show all the record types created on Task object assigned to the logged-in user. I did not find any relation between the RecordType object and profile which can give me the details. Tried ...
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Cannot display Task CompletedDateTime in a related list component

I have a custom object with the Activity History related list on its page layout in a customer community. I wanted to display CompletedDateTime for Tasks that appear in this list, but the field doesn'...
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1 vote
1 answer
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SOQL Sub Query to retrieve the Owner Name

I am trying to retrieve the Tasks associated with the contact by doing the Sub Query like below Select firstname,lastname,(SELECT Id,Subject,Owner.Name FROM Tasks where Status = 'Completed' ORDER BY ...
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