Questions tagged [tasks]

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

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30 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 ...
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22 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 ...
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1answer
31 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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18 views

Apex Code Coverage Issue [duplicate]

I am new to writing apex triggers. I am being told my trigger has no 'coverage' when I try to deploy it. Can you help explain what and why this is? The before delete trigger on tasks is below, to ...
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20 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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16 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 ...
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1answer
9 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 ...
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17 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"...
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15 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 ...
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1answer
26 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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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 ...
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12 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 ...
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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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1answer
13 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> ...
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21 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 ...
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34 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'...
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1answer
44 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 ...
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1answer
38 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....
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1answer
23 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
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1answer
147 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 ...
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1answer
31 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?
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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?
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34 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 ...
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9 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 ...
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43 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 : ...
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50 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 ...
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1answer
20 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 "...
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1answer
17 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, ...
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2answers
90 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. ...
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59 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 ...
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1answer
11 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 ...
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87 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 ...
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1answer
70 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 ...
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1answer
44 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 ...
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28 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 ...
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1answer
21 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 ...
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69 views

How to create feeditem when creating a task via apex, which looks and feels the same as when creating a new activity manually that posts to chatter?

We have set up a new trigger that inserts tasks related to Leads (whoid is a specific Lead), and we want those tasks to post to chatter. I know you can insert a feeditem with relevant information. ...
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46 views

Unable to update contacts using TaskRelation object after being removed from Task

Below summarizes the issue I am encountering around Tasks with contacts associated. Scenario 1: When a contact is removed from an existing task, the removed contact should look up all associated tasks ...
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1answer
171 views

How to disable New Task buttons and Other Action buttons from Activity Time Line Component in Lightning Flexi Page

We are working to leverage 'Activity Time Line Component' on the Flexi page to let users see the open task and act on them, at the same time we want to remove the 'New Task' and if possible other ...
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99 views

Queue Member (Partner User) not able to access Task

The system admin is creating a Task which is Assigned to a Queue. This queue consists of two partner Community Users. The expectation would be that the queue members would have access to the Task. ...
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108 views

Unable to create notes for task object in Community, Invalid Cross Reference Key

I have a screen flow that takes some input from the users on case screen and creates a task on case and then creates a note on the task created in previous step. Issue is, when i am trying to do this ...
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1answer
78 views

Task description field not available for page layout

I have created a Task record type and a page layout for it. A process builder is invoked that then creates a task record. Question is, somehow the task Standard field 'Description' is not available in ...
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1answer
130 views

Get default lead owner in Apex

I'am creating task for inactive leads. However, there is a scenario where the lead owner is inactive already. Since 'Assigned to' field in task is a required field, I'm trying to set the default lead ...
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45 views

Code to Auto BCC “My Email to Salesforce” long bcc email address when sending emails directly in Salesforce

Is there a way to auto bcc the "my email to salesforce" long address when my reps send emails directly in salesforce? Its the only way I have been able to get Einstein activity capture to ...
0
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1answer
77 views

Unable to select custom field of task in process builder

I had a requirement to create custom field called Potential in task, since task object does not allow you to create custom field i had to create that in activity. Now i need to use this custom field ...
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1answer
326 views

Standard field Type on Task not available for Reporting

I want to build a 'Tasks and Events' Report. So I created a New report Standard field 'Type' which is a Picklist is not available to be selected when creating a report. What I tried so far Setup > ...
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51 views

Junction object between tasks and custom object

Currently, our emails with contacts are logged as tasks (this is good). The task logs on the account and contact (this is also good). Our contacts are also related to a custom object, 'customers,' ...
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0answers
19 views

Creating Task programmatically its not showing up in Universal Notification Service (UNS) bell for the target user

When I create and assign a task programmatically to a user, the notification does not show up in the Universal Notification Service (UNS) bell for the target user. Below the code to execute anonymous ...
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1answer
270 views

“Variable does not exist: Type” when creating a Task

I'm trying to create a Task via Apex, and I'm trying to set the Type to "Call": Task task = new Task(); task.Type = 'Call'; task.Subject = 'Paid signup'; task.WhatId = account.Id; task....
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1answer
240 views

Validation rule on Picklist value on Global Action

I have created a Global Action 'Log a Call Custom' Here on the Task object I have a Picklist field Subject with four values - 'Please Select 'Option 1' 'Option 2' 'Option 3' The default is 'Please ...

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