Questions tagged [tasks]

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

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15 views

report on log a call

I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
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What is the correct format to add ActivityDate to Task object using SOAP api?

I have tried using moment object with different format, but none seems to be working. Can someone please suggest what is the correct format in which ActivityDate should be supplied to SOAP api of task ...
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New Task Button on Account

Need a way to put 'New Task' button on the compact layout of account . I added it to page layout but the action is now appearing in activity composer. We cannot use this because we have many record ...
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20 views

Email when task assigned

This morning at 6 am EST, one of my flows ran that generates tasks and assigns them to users. The task generation worked successfully but my users weren't notified that the tasks were assigned to ...
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Salesforce Data Loader Cant Upsert Tasks using External Id to link to Account?

I'm trying to Upsert Tasks to their Accounts using an ExternalID field but the 2nd step (Step 2b) doesn't appear with a Task Upsert. Does Task not support External IDs for Account-association? Also,...
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Unable to query Task Queues on VF page load?

I have a bit of a frustrating problem. On my VF page, I am getting queues that are assigned to a selected Object. When a user selects 'Task' from the drop down of available objects from an <apex:...
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1answer
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what is the filter logic behind delegated tasks filter [closed]

I want to know about the filter logic of delegated tasks? Requirement: I need to show the list of delegated tasks in my custom visual force page
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1answer
119 views

Assign a Task to a Queue [Spring 20']

in Spring 20' Release has been enabled the opportunity to assign a new Task to a queue if it has been added to its supported objects. Instead of doing that from the UI, I'm trying to do this in ...
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1answer
35 views

Process builder create task

I am trying to build an automated task using process builder when opportunity is on the specific stage. However, I have a problem with field picker. I want to assign this task to opportunity owner / ...
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Sync Task with Outlook using Lightning Sync

I am trying to Sync Salesforce tasks with outlook. I have two options- Lightning Sync: Able to sync events but not tasks Outlook Integration: Tasks are displayed when we click on Exchange Add-in. ...
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1answer
56 views

Not able to Display “owner name” & “whatID name” of Event in LWC, which is used in community

I want to display owner name in text format & What.Name in link format. can any one please suggest. Apex : public with sharing class FetchEventLWCController { @AuraEnabled(cacheable=true)...
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2answers
54 views

Display 'Assigned To' field of task in text format into LWC

I have created LWC where i need to display task field 'ASSIGNED TO' in text format. but I am getting error as "Unsupported reference Task.Owner.Name of type sobjectField in file ...
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Associate lead to task created by Process Builder from outgoing email template

I've built a process centered on sending an email template to a lead via Salesforce triggering the creation of a new task to follow up with the lead at a later date. When the process runs, it creates ...
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15 views

Dashboard Filter on Task Assigned To Field

I am working on a productivity dashboard of sorts for leadership at my University. We have several custom objects that represent work done. I'd like to create a dashboard that is filterable down to ...
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1answer
51 views

SOQL Aggregate query

I am trying to query the most recent ActivityDate on an Account. Since aggregate function does not work on the Standard ActivityDate field on Tasks, I created a custom field ActivityDate__c to return ...
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1answer
48 views

How do I manage access to “isArchived” field on Task?

EDIT *For clarity, this is not a question of how to ensure Archived records are retrieved in a query. It is a matter of ensuring I, as an admin, am providing access to the field isArchive (so even on ...
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1answer
56 views

Process Builder Formula to Create Task for Account Owner not evaluating to True

I have created a formula in process builder that when evaluated to True, should create a task. Properties: When a record is created or edited Formula evaluates to true Immediate Action: Create a ...
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2answers
36 views

Open New Task Modal After Saving a Record

I want to open the new task modal window after a record is saved that has a value in a certain field. For example, if I have a picklist view and the user choose "Value A" from the picklist, saves the ...
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1answer
24 views

CreatedBy.Name returns null in after insert trigger context

I got an after insert trigger that runs on the Task object, can someone explain why I'm getting null when trying to retrieve the createdBy.Name? for (Task t: (List < Task > ) Trigger.New) { ...
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1answer
21 views

Formula Field on Activities Object is resulting in syntax error

I am somewhat new to formulas. I have a formula field created on the activities object that is supposed to return a date. I am getting a syntax error when I check the syntax checker. My formula ...
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24 views

Am I right in approach to create FeedItem for CallLog Task connected to Case entity

I'm working under Open CTI Softphone and create Call Log Task for every call. The Task is created from the Apex controller: Task task = new Task(); task.TaskSubType = 'Call'; ... task.WhatId = ...
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15 views

“URL No Longer Exists” when accessing record from event/task reminder

When logging into SF, users get a pop-up Event/Task reminder for that day, which is great. But when users try to access these records through the pop-up, they're redirected to a "URL No Longer Exists"-...
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1answer
24 views

“Create a task…” option is not visible anymore in lightning experience

Create a task option is not visible in lightning experience. Previously it was visible as per screenshot. Open Activities and Activity History related list is already available in page layouts and New ...
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32 views

Fill Tasks “Subject” field with API name

I'm creating tasks from an internal tool though a REST integration, and wanted to rely on API names to set Subject values. However the Subject that's input is actually the API name, and not its label....
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2answers
72 views

Where do Call Logs get stored in Salesforce?

Call Log records are created and associated to Cases by our CTI app, when I click on the Call Log, it takes me to the task record which I can re-associate with the "RelatedTo" field. However when re-...
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When are Completed tasks removed from Kanban board

Out of the box, i can view Task object records in Kanban board, where my tasks can be marked 'Completed' by dragging them over. When are they going to be removed from this board? Update So it seems ...
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1answer
52 views

Synchronization object in Apex Class during concurrent calls

For working with Call Logs (Task object) to create and for updating I use OpenCTI and hierarchy custom settings as a cache to keep created TaskId. I have two methods in Apex Controller: when I get ...
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22 views

Disable Access To Acitivites per Profile

Is there a way to restrict access on Task/Activities records per profile? I have created a profile that has access only on Accounts. Nothing else. I want it to be very restricted. But on global search ...
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1answer
40 views

Email to Case, Task has been created automatically

In my scenario, I don't want task to be created automatically when an email-to-case has been created. I checked the Routing address name and 'Create Task to Email' is disabled but still the task is ...
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27 views

Task List View Reassign Action

I am trying to give my managers the ability to mass reassign tasks for their team. They have a list view and would like to use that to reassign certain tasks to specific people. I have created a ...
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1answer
70 views

How can I write a test that involves accessing the EmailMessage.ActivityId field?

I have some code that involves the following SOQL query: EmailMessage emailMessage = [SELECT Id FROM EmailMessage WHERE ActivityId =: task.Id]; In order to write a test for this code, the test setup ...
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1answer
219 views

Reference a Contact field as a value in a Task Process with Process Builder

I need to update 3 fields on Task based on the values from the possible related objects (Lead or Contact) using the standard "Related To" field. I need to do this without code. I was thinking of ...
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25 views

Can we rename the message appeared in the Activities

Is there a way to rename or change the highlighted message in the below image.
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1answer
60 views

Filter Id value 00BXXXXXXXXXXXX is not valid for the Task standard controller

Ok so I ran into something interesting today when trying to create a Visualforce button for the Task object. Everything was working gravy in Lightning. I was able to select records and everything ...
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11 views

Show more fields for task reminder under the bell

I want to show more fields for task reminder, for example I want to show purpose field for tasks, so when I get a task reminder notification, it should show purpose field also, how to configure that?
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1answer
112 views

How can I change the default value for the 'assigned to' field in tasks?

People need to create tasks for other people in all kinds of spaces in the organisation. Often they click through the task creation activity on their related object they want to add a task to without ...
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1answer
23 views

Can I put actions tab on custom new object page?

I've created a Lightning Component to use for the 'new' action of my custom object. However, I've been asked to put the actions tab, particularly the 'new task' action on the page. I created the ...
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1answer
24 views

how to add the Log call and New task button?

how to add the Log call and New task button ? like below screen shot
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What are the possible approaches to store whether given emails have been sent on a custom object?

We are looking to give the option to our Sales Rep to automatically send an email from a custom object, through a workflow action, or to send it manually (or maybe even inform the client via a phone ...
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1answer
248 views

When a Task is created from a case, I would like to assign it to the case account owner

How do I assign a task that's created from a case to the case account owner? I tried using assign id in Process builder but the case account owner wasn't an option. Assigning it to Account ID didn't ...
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14 views

Create a view of pending Tasks that will be created by a Flow?

Is it possible to create a view of Pending Tasks which will be created by a Flow? I've got a Flow that will send out emails and create tasks (I cannot use a Process Builder or Workflow Rule because I ...
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12 views

'Log a Call' functionality not replicated in 'Scheduled Task'

When you log a call and add 4 Contacts, the record is replicated across those 4 Contacts. Now run a report and you'll see that agent Alpha has complete 4 calls. Brilliant... When you schedule a ...
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1answer
72 views

Salesforce - Log a call/create a task under an Opportunity via API call

Whenever I open up an Opportunity, under the Activity tab there are 3 things which I can do Log a Call New Task New Event Is there any API documentation to do so via an API call? I've searched high ...
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1answer
53 views

Create Follow up Task using PB/WF

Is it possible to do this using process builder or workflow ? follow up task must be created if my old task(related to account or contact or lead) was not yet completed in 1 week.
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1answer
27 views

How Can I keep a Task from changing assignee when its parent opportunity changes owner?

Our BDRs have a workflow where they create a task on an opportunity and search from a spreadsheet an AE with whom to set up a meeting with the customer. We want to remove the need for a spreadsheet ...
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43 views

Edit task whoId in Vf page

We have a requirement of editing a task whoid from VF page multi- select list(contacts).The page opens from task custom button. VF page code block: <apex:page standardController="Task" extensions=...
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74 views

“Related to” in log a call

My users have some items in the 'Related To' list in LEX 'Log a Call' that they should not be able to view. For example, on their profile they do not have the ability to 'Read Assets' but when they '...
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1answer
70 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 ...
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32 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 ...
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2answers
311 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): ...

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