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Questions tagged [tasks]

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

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9 views

Setting WhatId on Unresolved Emails

We've got an issue where lots of unresolved emails come into a generic email channel. We don't want to create leads but those emails are synced to SFDC and show up as Unresolved Emails. However, ...
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0answers
14 views

Issue in fetching the Task subject data from it's Attachment list via query

Below is my requirement: For an Account,I want to display all it's task's attachments in a lightning table . The Attachment Lightning table has a column 'related to' which should show 'Task Subject' ...
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1answer
16 views

Task details don't show a field if another field is present

I have created an activity action which is based on a Task target object. When clicking on the action and going to the details page, I want the Type field to be hidden. The logic I am thinking is ...
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1answer
18 views

action on account shows as General Notes

I have created an action on accounts (Activity Log) tab below. The action is based on target object task. They are all showing as General Notes in the Next Steps. One of the fields I have in the ...
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1answer
22 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...
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1answer
11 views

Task created upon Opportunity creation - Where is this code likely located?

Right now my SF is set up so that when someone creates an Opportunity over a certain amount ($1000), a Task is created and assigned to a user. I'd like to edit it so that it only creates the task if a ...
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1answer
17 views

Unable to Edit TaskSubtype Picklist Values

I'm unable to add any picklist values to the Task field TaskSubtype. I actually can't even see the current values without looping through the describe results for TaskSubtype. I have no problem ...
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1answer
14 views

Create Recurring Series of Tasks in lightning experience issue

In my Account layout in each Account record I have a related list allowing me to create Task records. When I switch to Lightning experience and open an Account record and try to create a new task ...
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1answer
32 views

DML update Task whatID

we use taskMatch to find the records needed to be updated, how can we update them? //dml below List<Account> allaccounts = [SELECT phone from Account WHERE Status_Reason__c = 'Active - ...
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1answer
29 views

Workflow based on activity history subject

I would like to be able to create a Workflow that updates a custom field on a Lead object with a timestamp containing the current date only when on that Lead there is a Task on the Activity History ...
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0answers
13 views

is it necessary to choose picklist value as closed type for creating task in process builder?

do we need to choose task picklist value of type closed for creating a task using process builder.Because the task is not getting created when I select the picklist value for Status field which is not ...
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0answers
14 views

Not able to find a standard field CompletedDateTime on Task object

We are not able to see CompletedDateTime field on Activity or task object in the production environment but the same is available on Its sandbox. Can someone please suggest if there is any way to ...
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0answers
19 views

'Reminders' app on Iphone

Our users are seeing their overdue tasks being pushed to the 'reminders' app on their iphones. As a System Admin, I looked around everywhere on how to 1. enable/ disable this setting 2. customize this ...
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0answers
31 views

community user unable to edit tasks assigned to them

I have a use case where I have to assign tasks to customer community users and I want them to see those tasks in community and mark them complete once they complete the task. Btw I am using 'Customer ...
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0answers
16 views

Unable to view task information in Lightning as we can view in classic

We facing a Page cannot find error in Lightning view of a Task record. But we can see this task in Classic view. Please find the screen shot provided below. The above is the classic view. This is ...
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2answers
31 views

PrePopulate Task with related data even before creating a Task

I am trying to populate the Task with related data even before creating a task. For example in this Task creation, I have RelatedTo(Loan) autofilled, similarly I want LoanNumber and ClientName to be ...
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1answer
35 views

Cannot remove Mandetary fields from page layout in New Task button

Hi Experts, When I am creating a task using the global action New Task then the mandetary fields are not showing up What should I do so that the exact feature shows up in the following space
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1answer
23 views

Why two exports would be different and How to identify the differences [closed]

I have two exports. One of the activity object at the end of November. One of the activity object at the end of December. Both are the same queries and neither have date restrictions(so they ...
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0answers
102 views

How to create Notifications in Salesforce Lightning using Apex

I want my Task to appear as a notification in the top right corner in Lightning. This is my Apex code: Task t = new Task(); t.ReminderDateTime = DateTime.now(); t.Priority = '...
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1answer
27 views

Export Multiple Contacts from Shared Activity Task in salesforce

we have "Shared Activities" enabled on Tasks, which allows adding multiple contacts to the "Name" field on a Task object. Question: does anyone know how to export all contacts that are entered in ...
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1answer
20 views

Trigger on ListEmail or Children records?

I'm trying to run some custom code when a list email is sent but I'm noticing the after insert trigger I have on Task does not run. I'm also unable to create a trigger on the ListEmail object. Has ...
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0answers
65 views

Force:createRecord does not give option to select group on assigned to field on Task object record creation

I am creating a task using force:createRecord in my own custom lightning component. The issue I am facing is in Assigned to field is giving option only to select people, not group. But, if you check ...
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1answer
33 views

How to retrieve activities using SOQL?

I like to retrieve activities of an account using SOQL like: Past Activities - <Date> Email: <subject>, John A. sent an email to David K. - <Date> Email: <subject>, Brian G....
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1answer
25 views

How to allow only the Task Creator/Owner records to have visibility of all Task record created by the Creator/Owner?

Settings in Current environment : OWD settings for Activity = Private 'Grant Access using Hierarchies' set to checked - to allow everyone above the 'Assigned To' Task in the Role Hierarchy to view ...
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2answers
38 views

What happens when I delete the Task related to an EmailMessage?

We're looking for ways to get rid of some data in several orgs. One potential target would be the Task records that get created along with every EmailMessage. (I.e. the Tasks of which the Id is stored ...
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2answers
49 views

Tasks created in Data Loader don't send emails or create notifications

I have a lot of tasks to create so I am using the Data Loader to speed up the process. However, when the tasks are imported, the user they're assigned to doesn't get a notification within Salesforce ...
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0answers
13 views

phone field on task not fill automatically

I have a strange problem related to the standard phone field on task object. From the documentation https://help.salesforce.com/articleView?id=task_fields.htm&type=5, it is said that : the ...
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1answer
27 views

Count of Tasks from the WhoId Owner

I'm trying to write a query to get the number of Tasks on a Contact or Lead that are owned by the same person that owns the task. SELECT OwnerId, (SELECT OwnerId FROM Tasks) FROM Contact The query ...
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1answer
130 views

Remove tabs from activities in lightning

I want to delete tabs in activities, and just let new task. Help me capture bellow :
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2answers
176 views

How to perform field update before a Validation Rule? (without code)

I have a requirement in which I have to check a Cases Owner before I can insert a task. It should only allow task creation on Cases with Owners which are not queues. At first, we tried accessing the ...
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0answers
19 views

Is it possible to disable/prevent automatic Task Creation for EmailMessages when Enhanced Email is enabled?

Org has enhanced email enabled, and customer is using a 3rd party product (Riva) to sync emails from Outlook to Salesforce (which creates EmailMessages). Salesforce is automatically creating a Task ...
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1answer
36 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
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0answers
20 views

Process Builder not executing with My Email to Salesforce

Looking for a way to get a process builder to execute when I forward an email to "My Email to Salesforce". I think the following article is related to my issue - process builder cannot pick up when ...
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2answers
72 views

SOQL Query To Return Any Open Tasks Assigned To a User

As the title suggests, I'm simply trying to return a list of open tasks for a particular user so I can mass-change owner using Dataloader. I've worked my way to this query: SELECT Id, AccountId, ...
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1answer
52 views

Salesforce Email Send as Trigger in Process Builder

Wondering if it is possible to update a lead's status to "Contacted" after an email is sent. I have set up a process that updates the lead status every time a completed task is created or edited (...
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0answers
96 views

How to retrieve global value set values assigned to Task recordtype through metadata API

How do I, through the metadata, retrieve the picklistvalues assigned to a task recordtype, when the picklist is a global value set? I've tried with the following package.xml, however neither the ...
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1answer
605 views

How to create Notifications in Salesforce Lightning via Process Builder

How do I create Notifications in Salesforce Lightning? For example, how would I get a Task/Reminder created via Process Builder to appear as a Notification?
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2answers
99 views

Cannot read property 'WhoId' of null when using lightning data service with task

I am actually using force:recordData to get info from a task and then I want to create an event from it. So I created a lightning component to be used in a lightning action. The component code is as ...
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0answers
21 views

Relationship between Account and Task?

The problem: I would like to generate a relationship to a specific singular field reference on my account object. Example, first and only Task or Event related to an Object. If possible, how can I ...
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1answer
15 views

getting error while filling in assigned to field of new task of Account

I am getting error while filling in assigned to field of new task of Account.When I am saving the task record, I am getting No User found error and not able to save the record. User that I have filled ...
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1answer
45 views

How to add a Multi-pick list field on Task object in Lightning Experience

The task I'm creating is a related list of opportunity. I have already added the field in page layout of Task, but it is not visible. Only if I edit the task I could see the Multi-pick list field. So,...
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1answer
170 views

How to add Multi-pick list field to Compact Layout of Task in Lightning Experience

I have a Multi-pick list field in Activity, I want that field to be added in Compact layout of Task object. The Compact layout displays all the fields in the Available field section except Multi-pick ...
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1answer
40 views

Task Notification to the User before 1 hour on Due Date if the case status is still not closed

I have a requirement where I need to notify the user if the case status is not closed before the due date. We are already sending him an email alert before an hour of due date but my client requires ...
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1answer
31 views

Make shareable task to public group in salesforce

Wanted to make shareable task where any group member can close the task for all group members there is any way to do this?
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0answers
57 views

Simple Process Builder does not execute on task creation

Have a very simply Process that does not execute. It executes as follows Choose Object: Task - When a record is created or edited Action Group: No Criteria - Just execute the actions On True Run Flow:...
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0answers
102 views

Journey builder decision split doesn’t work with sfdc task

I am trying to evaluate a salesforce task from a journey that use has entry source opportunity - entry primary contact id. The journey creates a task of the opportunity is > than 5k and then after one ...
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2answers
57 views

Call Duration field of Task object throwing error Illegal assignment from Double to Integer

I am parsing all the number fields as Double.valueOf(value) and storing in Task fields. If the value is Integer then the result of Double.valueOf(value) will be value.0 which is obvious. This case ...
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1answer
42 views

Rollup Help needed

I am using a tool called "Declarative Lookup Rollup Summaries Tool" by Andrew Fawcett in Salesforce Enterprise Edition. I have a sales team that makes outbound calls. I am looking for a way to count ...
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1answer
259 views

Access Opportunity Fields during Task Creation

Is it somehow possible to implement a process based on TASK creation, that accesses information on a related opportunity (if present)? More precisely, I want to update a field on the task, if the ...
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2answers
326 views

How to Assign Enter Key to specific Button in vf page

Overriding activity page for some objects. So we set up visual force page accordingly. Everything is working fine but I need when the rep clicks the Enter key automatically specific button called "No"...