Questions tagged [tasks]

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

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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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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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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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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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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
30 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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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 ...
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1answer
15 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
52 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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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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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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118 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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66 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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Edit and View Page of Task only specific fields

How do you edit and display view a task with specific fields I can't use force since it will display all the fields
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113 views

Process Builder working with Tasks created from Enhanced Email will not work

I am trying to update a custom Account field Last Sales Activity Date based off of the dates of completed Tasks of record type SalesTask (default for every profile except admin). For all Tasks this is ...
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152 views

How to create a Case Feed Item when creating a Task

The documentation seems to say that when you create a Task or Event related to a Case then it will automatically create a FeedItem ActivityEvent—indirectly generated event when a user or the API ...
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1answer
24 views

How can I change the default 'Related To'

The defautl 'Related To' list on a new task defaults to 'Accounts...' Is it possible, that the 'Related To' will default to 'Opportunity'? how can I select that?
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Update Opportunity Lookup on Task

I have a question about something that seemed simple to me at the beginning. My use case is the following: When a Task of a specific record type is created on an Opportunity, information from a ...
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28 views

how to update lastmodified field whenever any user updated task [closed]

I have one custom object collegeplan__c and there have couple of record there for particular record for example degreecourse record name is there and xyz is the owner of that record. someone created ...
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Creating a Sales/Service Cloud task from an API call using AmpScript and data views

I am trying to create a Sales/Service Cloud task for our sales reps when someone clicks or opens an email in a journey. The desire is to use an API call for two reasons: 1.) to eliminate the need for ...
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How to disable the creation of feed items when a task is created via the REST API

We have an integration between our phone system (3CX) and Salesforce. It logs calls into Salesforce using the REST API: /services/data/v37.0/sobjects/task RequestType="Post" Those tasks have the user ...
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17 views

Tasks not visible in the work flow actions

I have created couple of actions going to >>Setup>Tasks. Created the flows and pulled the element - Actions and trying to find the task created in the 'New Actions' window but not able to find any of ...
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1answer
25 views

Is ActivityDate a known bug with bulk API loading tasks?

I've been fighting Salesforce all morning with a data load via the Python simple_salesforce package (so yes, the bug could be there, rather than there being an issue in the Bulk API). If I run this ...
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Task showing different updates when having same due date

I am creating two task one from Account object and another from a custom object, both are related, when creating task from Account it show different update but when created from custom object it shows ...
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1answer
39 views

Field is not writeable: Task.IsDeleted Error in test class

I am writing a test class for an apex class which is having tasks associated with the custom object. The apex class contains the following code. List<Task> taskListProd = [Select Id, ...
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1answer
81 views

Error when community user creates task for internal user

I have a page within my community where a Customer Community user can update some information about themselves (information is saved on Account). I want to create a Task alerting the user that owns ...
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44 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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1answer
44 views

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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1answer
33 views

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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21 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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1answer
135 views

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
29 views

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
712 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
136 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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101 views

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
74 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
298 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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30 views

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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86 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
71 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
145 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
194 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
98 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
123 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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25 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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“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
44 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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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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