Questions tagged [tasks]

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

Filter by
Sorted by
Tagged with
0
votes
0answers
27 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. ...
0
votes
2answers
23 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-...
0
votes
0answers
17 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 ...
0
votes
0answers
26 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 ...
0
votes
0answers
12 views

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 ...
0
votes
0answers
17 views

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 ...
0
votes
1answer
22 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>([...
0
votes
0answers
27 views

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 ...
0
votes
1answer
35 views

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
1answer
22 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?
0
votes
0answers
12 views

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 ...
0
votes
0answers
38 views

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 ...
0
votes
1answer
129 views

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 (...
0
votes
1answer
32 views

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 ...
-2
votes
1answer
30 views

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(...
1
vote
1answer
99 views

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 ...
0
votes
0answers
27 views

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 ...
0
votes
1answer
37 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!
0
votes
0answers
26 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-...
0
votes
0answers
18 views

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 ...
0
votes
1answer
12 views

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 ...
0
votes
0answers
24 views

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"...
0
votes
0answers
18 views

Is there any way to auto create the task without a due date in Process Builder

I have a Process Builder, when certain criteria is met creates follow-up task with a Due Date of TaskCreatedDate+3 Users want to add their own due date on Task instead of automating the due date to 3 ...
0
votes
1answer
75 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 ‘...
0
votes
0answers
6 views

How can I create a 'task' or alert from a 'next step date' field?

Quick caveat, I'm not an admin! I'm a sales leader. I'm trying to create an alert or task so that reps can be notified when a 'next step date' is the current day. I've built my report, sorted by 'next ...
0
votes
0answers
13 views

Gloabl Action not showing up as a button on Task record paege

Here is the gist. My company is migrating from Classic to Lightning. Sales ppl are using this Global Action "New Task" which creates a Task record of particular Record Type. And it is used ...
2
votes
0answers
13 views

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 -> ...
0
votes
1answer
33 views

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> ...
0
votes
0answers
22 views

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 ...
1
vote
0answers
77 views

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'...
1
vote
1answer
56 views

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 ...
0
votes
1answer
41 views

What's wrong with my Trigger? Stop Task from being reassigned when Opportunity Ownership Changes

trigger OpportunityTrigger on Opportunity(after update) { List<Id> newOwnerOpps = new List<Id>(); for (Opportunity opp : Trigger.New) { if (opp.OwnerId != Trigger.Oldmap....
0
votes
1answer
38 views

Validation Rule on Task AssignedTo Standard Field

I have put the following Validation Rule on the AssignedTo field on Task to avoid changing task owner if the logged in user is also the owner of the task NOT(ISNEW()) && $User.ID = OwnerId &...
1
vote
1answer
348 views

Ability to set CompletedDateTime on Task object while loading tasks from data loader

We are trying to load tasks using data loader, where curtains tasks need to be loaded in 'Completed' status, we have observed if a tasks get's loaded with 'Completed' date the System is automatically ...
1
vote
1answer
54 views

Invalid Field Mapping in DataLoader

DataLoader is not loading the column correctly. I'm trying to update Task...But I get the error "Id not specified in an update call" What i have to do in this case?
0
votes
0answers
17 views

How to prevent open tasks from being reassigned when opportunity owner is changed? [duplicate]

Salesforce transfers ownership of all open tasks on the opportunity currently if the opportunity owner is changed. How can I write my trigger to prevent this from happening?
0
votes
0answers
73 views

Declarative lookup rollup summary not working

I want to count total number tasks where subject = 'Call' related to a contact. I am using declarative lookup rollup summary package for to create the rollup field. When I try to save the record, it ...
0
votes
0answers
10 views

Which object holds the type of activities information

I want to create a rollup summary field on contact object to count total number of times an activity has been logged. For example, log a call, log a meeting, and log an email. I want to know which ...
0
votes
0answers
79 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 : ...
2
votes
0answers
101 views

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 ...
0
votes
1answer
31 views

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 "...
0
votes
1answer
19 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, ...
0
votes
2answers
136 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. ...
0
votes
0answers
117 views

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 ...
0
votes
1answer
14 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 ...
0
votes
0answers
135 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 ...
0
votes
1answer
122 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 ...
0
votes
1answer
55 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 ...
0
votes
0answers
33 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 ...
1
vote
1answer
26 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 ...

1
2 3 4 5
11