Questions tagged [tasks]

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

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8 views

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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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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2answers
47 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
21 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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1answer
27 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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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
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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
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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
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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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1answer
23 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
25 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
26 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
36 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
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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
349 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
52 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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55 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
62 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
121 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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19 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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34 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
57 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
72 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
101 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
43 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
59 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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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 = ...
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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
30 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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33 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....
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2answers
88 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-...
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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
57 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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1answer
54 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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38 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 ...
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1answer
137 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
365 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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26 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.
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1answer
79 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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0answers
12 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
185 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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