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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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12 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 ...
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1answer
44 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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26 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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12 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
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1answer
24 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
55 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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0answers
23 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
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1answer
36 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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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?
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1answer
31 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
17 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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0answers
11 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 ...
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1answer
52 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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11 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
19 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
41 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
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 ...
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36 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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71 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
57 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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25 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
173 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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1answer
118 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 ...
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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 ...
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0answers
42 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 ...
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17 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 ...
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1answer
48 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 ...
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0answers
243 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 ...
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1answer
31 views

Prevent new activity being logged against inactive accounts

Our accounts have inactive checkbox. When this is checked users should not be able to create new tasks/events I tried validation rules like: (on both task and events) AND( ISNEW(), $Profile.Name <...
1
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1answer
53 views

user unable to Edit Task, gets insufficient privileges error

A person trying to Edit a task he is "Assigned To". Profile has --> "Edit tasks" permission OWD for TASk is --> Controlled by Parent Tasks is related to either ( Account/ Opportunity) for both ...
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70 views

Can we give user permission to add Notes & Attachments even user's profile has Read only for that object

I have a below setting for the object. ORG wide defaults- Private User's Profile - Read, View All Can I have user to add notes and attachments despite the fact he can't edit object. Thanks
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1answer
31 views

Unable to edit/view Archived Task when using VF Override

So, a while back I wrote a custom vf page for our tasks detail view. We wanted to add some way to track task edits, which is the <c:TaskHistory />. Now thats not the problem - just the starting ...
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22 views

Grant edit access on Tasks to users regardless of role hierarchy

Is it possible to grant users with edit access to tasks regardless of role hierarchy and without giving 'Modifiy All Data' permission ? As per my understanding, if task is craeted and related to a ...
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0answers
15 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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19 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
29 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 ...
1
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1answer
23 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 ...
1
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1answer
599 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
13 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
446 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
223 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
39 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 - ...
0
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1answer
60 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
17 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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1answer
166 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
22 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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203 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 ...