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
1answer
29 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 / ...
0
votes
2answers
26 views

Creating a task two days after certain opportunity day excluding weekends [closed]

We currently have set up a process with process builder that creates a task as soon as the opportunity stage is set to no reached. The due that is basically Today +2 days to get a follow up of the ...
0
votes
0answers
11 views

Not able to see task and event in lightning view but its showing in classic [closed]

Using Lightning view, but while clicking on the task object it views like classic UI. Please see attachment -
0
votes
0answers
15 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. ...
0
votes
1answer
54 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)...
0
votes
2answers
43 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 ...
0
votes
0answers
12 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 ...
0
votes
0answers
7 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 ...
1
vote
1answer
49 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 ...
1
vote
1answer
37 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 ...
0
votes
1answer
46 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 ...
0
votes
2answers
29 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 ...
0
votes
1answer
21 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) { ...
0
votes
1answer
15 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 ...
0
votes
0answers
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 = ...
0
votes
0answers
14 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"-...
1
vote
1answer
21 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 ...
1
vote
0answers
31 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....
0
votes
2answers
70 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-...
1
vote
0answers
13 views

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 ...
-1
votes
1answer
50 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 ...
0
votes
0answers
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 ...
0
votes
1answer
36 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 ...
0
votes
0answers
19 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 ...
2
votes
1answer
53 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 ...
0
votes
1answer
143 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 ...
2
votes
0answers
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.
3
votes
1answer
58 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 ...
0
votes
0answers
10 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?
0
votes
1answer
82 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 ...
0
votes
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 ...
0
votes
1answer
20 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
0
votes
0answers
12 views

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 ...
0
votes
1answer
135 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 ...
0
votes
0answers
13 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 ...
0
votes
0answers
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 ...
0
votes
1answer
39 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 ...
0
votes
1answer
50 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.
1
vote
1answer
26 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 ...
0
votes
0answers
41 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=...
0
votes
0answers
73 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 '...
-2
votes
1answer
65 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
30 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
266 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
232 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
votes
0answers
66 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
52 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
votes
0answers
20 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
78 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
votes
0answers
322 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 ...

1 2 3 4 5 10