Questions tagged [tasks]

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

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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 ...
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2 answers
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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 ...
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Sent emails not visible under Task object in salesforce Lightning

I created a flow which triggers when a task is closed and sents an email through email action. The flow is working and email is received in mail box but I cannot find the sent emails in salesforce ...
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Creation of Tasks and Opportunities in CRM from Journey Builder

I have created a customer journey for my client that is set up the following way (multiple times in the journey): the contacts enter the journey a decision split separate per brand (there are 4) >&...
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LinkedIn InMail is assigning task to wrong person in salesforce

Our salesforce is integrated with LinkedIn sales navigator. I have a Salesforce user Who whenever she writes LinkedIn Inmail message, she checks the box “Log to CRM”, hits send, when she views the ...
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31 views

Aura :Create new Task with a click of a button

I am trying to create new task when a button is clicked. I am trying to create a method to create a new Task in controller class - @AuraEnabled public static void createTask(ID accountId,Id ownerId,...
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How to associate a task to a contact or lead if I only have the email address

I'm creating an integration process between Salesforce and a third party app. We need to create Tasks in Salesforce in the syncing process. So the third party app will sync up with Salesforce in a ...
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How Can I control who can edit a Task?

I have an assignment that ask me to limit who can change fields in the object Task. So the only users that are able to change fields in Quote are the ones who are in the Queue assigned for the Task. ...
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Flow to create multiple tasks for different queue

Use Case When an Opportunity Stage is changed to "Approved" , create multiple Tasks and assign to different Queues - Create Task for 'Customer Management Queue' Create Task for one or ...
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EmailMessageRelation vs Activity Email content visibility

I'm using EmailMessageRelation to have emails appearing in contacts activity. When looking at the task automatically created in the background, the ownerId is correctly set. However, when I log in as ...
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1 answer
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Is it not possible to update a task with lead(whoid) and opportunity (whatid)?

As per document, i found that whoid can be lead/contact and whatid can be account/case/opportunity/custom obj and others. I am updating a task with leadid as whoid and opportunityid as whatid but ...
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No Emails for the assigned user after Task is created

I have a apex code which creates task when A1 record is assigned to a certain user. The assigned user would/should recieve email notifications. So when a task is created. Saleforce autmatically sends ...
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1 answer
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Unable to end the Flow from List View button

I have created the list view button on the Task object which is calling the Flow. When I click on the button, it is calling the flow but it is not ending the flow rather it is calling the same flow ...
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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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1 answer
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SOQL - How to query Lead email using Task object? [duplicate]

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 answer
103 views

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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1 answer
144 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?
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1 answer
43 views

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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44 views

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 ...
-1 votes
1 answer
95 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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1 answer
345 views

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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176 views

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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168 views

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 ...
1 vote
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: <...
-2 votes
1 answer
266 views

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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1 answer
170 views

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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1 answer
246 views

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
279 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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140 views

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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1 answer
42 views

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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332 views

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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65 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
53 views

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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104 views

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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197 views

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 ...
1 vote
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35 views

panelOnDestroyCallback does not work in Mobile

I have a Aura component with 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 ...
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1 answer
69 views

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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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 ...
0 votes
1 answer
185 views

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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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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1 answer
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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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1 answer
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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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1 answer
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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 vote
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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1 answer
167 views

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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1 answer
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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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