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Questions tagged [tasks]

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

-2
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1answer
18 views

Redirect to Opportunity on save of task on the lead

The requirement is whenever a new task is created on the lead. The lead should get converted into Account/Contact/Opportunity and I am able to convert it using standard LeadConvert class But after the ...
0
votes
0answers
21 views

Task list view is not displaying with latest version in community

I am facing one weird problem in my community. I have to show the task record list to the home page in the community in production. But when I put the record list component on the home page and select ...
0
votes
2answers
23 views

Assign Task (Journey Builder activity) to contact lead/owner

According to documentation, I should be able to assign a new task to the contact/lead owner in Sales Cloud (https://help.salesforce.com/articleView?id=mc_jb_task_activity.htm&type=5): ...
1
vote
1answer
40 views

How to get Task to appear in Case Feed

When I do to Log a Call on a Case it creates a Task record in the Case activity timeline and a entry in the Case feed. But when I create a Task record against a Case using Apex, but it's not ...
0
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0answers
19 views

Users cant see tasks they created and assigned to others

we wre facing an issue where ALL users need to create tasks WITHOUT relating them to account / contacts. when they do so they get 'insufficient privileges' error. ​​​​​​Is there anything that could ...
1
vote
0answers
26 views

No Task Reminders when created by Guest User

We have a publicly accessible Site. On that page, visitors are able to submit a form. This will create a Task with a reminder for a specific User. The Problem that I have run into is, that Tasks ...
0
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0answers
13 views

Cannot find the “From/To” field from unresolved emails list

Can someone help me find this "From/To" field? I can see who sent an email, and I can see to whom he sent it, but I cannot find where is that info stored. When I get an unresolved email I can ...
0
votes
1answer
24 views

User not able to see the task report which assigned to others

One of my user created report on Task(All Open & Completed). User not able to see the tasks in the report which he created and assigned to others. User can only see which is assigned to him. My ...
0
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0answers
39 views

Activities : New Task > Subject “picklist values”

Can we have differnt subject picklist values for different object ? When I edited the Task Subject it affects all the the object that has Activities : New Task action Ex : Account > Activities > New ...
0
votes
1answer
16 views

Prevent new activity being logged against inactive accounts

Our accounts have inactive checkbox. When this is checked users should not be able to create new tasks/events I tried validation rules like: (on both task and events) AND( ISNEW(), $Profile.Name <...
1
vote
1answer
34 views

user unable to Edit Task, gets insufficient privileges error

A person trying to Edit a task he is "Assigned To". Profile has --> "Edit tasks" permission OWD for TASk is --> Controlled by Parent Tasks is related to either ( Account/ Opportunity) for both ...
0
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0answers
21 views

Can we give user permission to add Notes & Attachments even user's profile has Read only for that object

I have a below setting for the object. ORG wide defaults- Private User's Profile - Read, View All Can I have user to add notes and attachments despite the fact he can't edit object. Thanks
0
votes
1answer
20 views

Unable to edit/view Archived Task when using VF Override

So, a while back I wrote a custom vf page for our tasks detail view. We wanted to add some way to track task edits, which is the <c:TaskHistory />. Now thats not the problem - just the starting ...
0
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0answers
20 views

Grant edit access on Tasks to users regardless of role hierarchy

Is it possible to grant users with edit access to tasks regardless of role hierarchy and without giving 'Modifiy All Data' permission ? As per my understanding, if task is craeted and related to a ...
0
votes
0answers
12 views

Setting WhatId on Unresolved Emails

We've got an issue where lots of unresolved emails come into a generic email channel. We don't want to create leads but those emails are synced to SFDC and show up as Unresolved Emails. However, ...
0
votes
0answers
18 views

Issue in fetching the Task subject data from it's Attachment list via query

Below is my requirement: For an Account,I want to display all it's task's attachments in a lightning table . The Attachment Lightning table has a column 'related to' which should show 'Task Subject' ...
0
votes
1answer
16 views

Task details don't show a field if another field is present

I have created an activity action which is based on a Task target object. When clicking on the action and going to the details page, I want the Type field to be hidden. The logic I am thinking is ...
1
vote
1answer
20 views

action on account shows as General Notes

I have created an action on accounts (Activity Log) tab below. The action is based on target object task. They are all showing as General Notes in the Next Steps. One of the fields I have in the ...
1
vote
1answer
73 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...
0
votes
1answer
13 views

Task created upon Opportunity creation - Where is this code likely located?

Right now my SF is set up so that when someone creates an Opportunity over a certain amount ($1000), a Task is created and assigned to a user. I'd like to edit it so that it only creates the task if a ...
0
votes
1answer
74 views

Unable to Edit TaskSubtype Picklist Values

I'm unable to add any picklist values to the Task field TaskSubtype. I actually can't even see the current values without looping through the describe results for TaskSubtype. I have no problem ...
0
votes
1answer
47 views

Create Recurring Series of Tasks in lightning experience issue

In my Account layout in each Account record I have a related list allowing me to create Task records. When I switch to Lightning experience and open an Account record and try to create a new task ...
0
votes
1answer
33 views

DML update Task whatID

we use taskMatch to find the records needed to be updated, how can we update them? //dml below List<Account> allaccounts = [SELECT phone from Account WHERE Status_Reason__c = 'Active - ...
0
votes
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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0answers
14 views

is it necessary to choose picklist value as closed type for creating task in process builder?

do we need to choose task picklist value of type closed for creating a task using process builder.Because the task is not getting created when I select the picklist value for Status field which is not ...
0
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0answers
38 views

Not able to find a standard field CompletedDateTime on Task object

We are not able to see CompletedDateTime field on Activity or task object in the production environment but the same is available on Its sandbox. Can someone please suggest if there is any way to ...
1
vote
0answers
20 views

'Reminders' app on Iphone

Our users are seeing their overdue tasks being pushed to the 'reminders' app on their iphones. As a System Admin, I looked around everywhere on how to 1. enable/ disable this setting 2. customize this ...
0
votes
0answers
47 views

community user unable to edit tasks assigned to them

I have a use case where I have to assign tasks to customer community users and I want them to see those tasks in community and mark them complete once they complete the task. Btw I am using 'Customer ...
0
votes
0answers
18 views

Unable to view task information in Lightning as we can view in classic

We facing a Page cannot find error in Lightning view of a Task record. But we can see this task in Classic view. Please find the screen shot provided below. The above is the classic view. This is ...
0
votes
2answers
59 views

PrePopulate Task with related data even before creating a Task

I am trying to populate the Task with related data even before creating a task. For example in this Task creation, I have RelatedTo(Loan) autofilled, similarly I want LoanNumber and ClientName to be ...
0
votes
1answer
56 views

Cannot remove Mandetary fields from page layout in New Task button

Hi Experts, When I am creating a task using the global action New Task then the mandetary fields are not showing up What should I do so that the exact feature shows up in the following space
0
votes
1answer
23 views

Why two exports would be different and How to identify the differences [closed]

I have two exports. One of the activity object at the end of November. One of the activity object at the end of December. Both are the same queries and neither have date restrictions(so they ...
1
vote
0answers
258 views

How to create Notifications in Salesforce Lightning using Apex

I want my Task to appear as a notification in the top right corner in Lightning. This is my Apex code: Task t = new Task(); t.ReminderDateTime = DateTime.now(); t.Priority = '...
0
votes
1answer
38 views

Export Multiple Contacts from Shared Activity Task in salesforce

we have "Shared Activities" enabled on Tasks, which allows adding multiple contacts to the "Name" field on a Task object. Question: does anyone know how to export all contacts that are entered in ...
1
vote
1answer
27 views

Trigger on ListEmail or Children records?

I'm trying to run some custom code when a list email is sent but I'm noticing the after insert trigger I have on Task does not run. I'm also unable to create a trigger on the ListEmail object. Has ...
0
votes
0answers
92 views

Force:createRecord does not give option to select group on assigned to field on Task object record creation

I am creating a task using force:createRecord in my own custom lightning component. The issue I am facing is in Assigned to field is giving option only to select people, not group. But, if you check ...
2
votes
1answer
40 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....
1
vote
1answer
27 views

How to allow only the Task Creator/Owner records to have visibility of all Task record created by the Creator/Owner?

Settings in Current environment : OWD settings for Activity = Private 'Grant Access using Hierarchies' set to checked - to allow everyone above the 'Assigned To' Task in the Role Hierarchy to view ...
0
votes
2answers
81 views

What happens when I delete the Task related to an EmailMessage?

We're looking for ways to get rid of some data in several orgs. One potential target would be the Task records that get created along with every EmailMessage. (I.e. the Tasks of which the Id is stored ...
1
vote
2answers
62 views

Tasks created in Data Loader don't send emails or create notifications

I have a lot of tasks to create so I am using the Data Loader to speed up the process. However, when the tasks are imported, the user they're assigned to doesn't get a notification within Salesforce ...
0
votes
0answers
14 views

phone field on task not fill automatically

I have a strange problem related to the standard phone field on task object. From the documentation https://help.salesforce.com/articleView?id=task_fields.htm&type=5, it is said that : the ...
0
votes
1answer
38 views

Count of Tasks from the WhoId Owner

I'm trying to write a query to get the number of Tasks on a Contact or Lead that are owned by the same person that owns the task. SELECT OwnerId, (SELECT OwnerId FROM Tasks) FROM Contact The query ...
1
vote
1answer
262 views

Remove tabs from activities in lightning

I want to delete tabs in activities, and just let new task. Help me capture bellow :
1
vote
2answers
238 views

How to perform field update before a Validation Rule? (without code)

I have a requirement in which I have to check a Cases Owner before I can insert a task. It should only allow task creation on Cases with Owners which are not queues. At first, we tried accessing the ...
2
votes
0answers
25 views

Is it possible to disable/prevent automatic Task Creation for EmailMessages when Enhanced Email is enabled?

Org has enhanced email enabled, and customer is using a 3rd party product (Riva) to sync emails from Outlook to Salesforce (which creates EmailMessages). Salesforce is automatically creating a Task ...
0
votes
1answer
38 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
0
votes
0answers
32 views

Process Builder not executing with My Email to Salesforce

Looking for a way to get a process builder to execute when I forward an email to "My Email to Salesforce". I think the following article is related to my issue - process builder cannot pick up when ...
0
votes
2answers
118 views

SOQL Query To Return Any Open Tasks Assigned To a User

As the title suggests, I'm simply trying to return a list of open tasks for a particular user so I can mass-change owner using Dataloader. I've worked my way to this query: SELECT Id, AccountId, ...
2
votes
1answer
97 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 (...
1
vote
0answers
141 views

How to retrieve global value set values assigned to Task recordtype through metadata API

How do I, through the metadata, retrieve the picklistvalues assigned to a task recordtype, when the picklist is a global value set? I've tried with the following package.xml, however neither the ...