Questions tagged [tasks]
Task is an activity record, one that has a date but no time associated.
564
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How to create a delegated tasks list view?
I need to create a standard list view by filtering only delegated tasks which is showing tasks which I have assigned to somebody. How can I create such a filter?
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46
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How to prevent a record triggered flow from executing multiple times
I have a flow where when a field called last touch point date is updated in an opportunity, it then offsets creating a task for the opportunity owner by 7 days to remember to follow up.
I am a ...
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21
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Dynamically Add and Remove Case Tasks Based on changes to composition of Case Team Members
Our cases generate a large number of tasks based on values in custom fields. A task is created for each case team member.
The case team members assigned to our cases change fairly often.
We want to ...
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28
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Parent record page not updating with field changes [visualforce button]
I have a custom button on the Task page layout that when clicked opens a new Visualforce window with an expanded 'Comments' field. I can make changes to the comments field and save them, but when I do,...
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67
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LWC for Task management
I have a requirement for a Task manager in LWC, where the user can change certain fields in it, like who it's assigned to, and add comments, as well as mark it as complete. I'm aware Tasks are not ...
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26
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Marking Tasks as private
As part of a new implementation, I've got a requirement to allow users to mark Tasks that they create as 'Private' so that other users in the system don't see these when viewing Accounts and Contacts.
...
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141
views
Send email after 7 hours from the due date field
I have a requirement which is to send an email alert to the task owner when it is due.
But this email needs to be sent at a specific time.
In the flow builder, I've already tried using the scheduled ...
- 3
0
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43
views
Flow on Task to trigger validation rule
I have a validation rule on the Task object which simply points to a checkbox field, if true then error.
I am using a fast field update flow with some simple logic that, according to the debugger, ...
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74
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SOQL query to find Tasks by Subject and Count
We are trying to find tasks of the same Subject that occupy a lot of records. For example, there might be 4,000 tasks all titled "Opportunity closing in 3 days" and we want to find all ...
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87
views
Difference between Task of subtype 'Email' and EmailMessage
How can the difference between the following queries be explained:
the output from the object Task where TaskSubtype = 'Email'
the output from the object EmailMessage
I've noticed that 1 > 2.
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107
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Is it possible to control the order of execution of the steps in the flow in Salesforce?
I have created a flow in which auto-layout option is selected and I have put the steps according to my requirement, still the order of execution of the steps are not maintaining itself.
Requirement: ...
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215
views
How to get a flow to wait for task completion?
I have a flow that needs to wait on "Initiate Background Check Task" completion before going to the next stage/step. The task is assigned to a queue so that there is a team of employees who ...
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294
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how to get rollup summary of sum for all activity records in case object
i have an requirement.i am trying to have a rollup summary field on case object to get the total hours from all activity records. When you go to a case record and then go to the related section and ...
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27
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Not able to get Task record during an EmailMessage deletion trigger
During an EmailMessage related to a Lead deletion, I need to be able to get the associated Lead on the Task (ActivityId field on EmailMessage object) and add it to the correct list.
In the following ...
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1
answer
149
views
Task in Activity Timeline
In this new task in the RelatedTo, I have different objects(lookup relation given from task to each of the objects). This field RelatedTo I have to remove some objects but it is actually non-editable.
...
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8
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How to give user inside specific role accessibility to all activity except from user with the same role
I need to give a user accessibility to all activity except activity that own by other user in the same role
What I want is user inside CFO role can see all activity except activity that own from ...
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221
views
Add New Task Button On Email Message record
I need to add new task button on Email Message Record. but after I put the New Task on the page layout it still not appear.
what I already done is:
Put Standard New Task button in Email Message ...
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2
answers
114
views
Why do these two queries return different results?
I have a requirement to get the most recent task date on an account. When I use the following query, Salesforce does not return the correct answer. If I do the same query but on the task object, the ...
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201
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Is it possible for the "log a call" task to automatically open up when agents receive or make AWS call?
My instance is currently using Amazon Connect as our phone system. I am trying to have the "log a call" task automatically open up when an agent is either making or receiving a call like in ...
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56
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Implement standard Contact lookup as available on Task in a custom compone
There is a requirement where I need to implement same functionality as standard Contact lookup on Task [Screenshots Attached][![enter image description here] 2][![enter image description here] 3]3.
...
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1
answer
347
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Activities: combine completed date (tasks) and activity date (events) into a single field
How to create reports with a filter on completed date-time of tasks and events? They are both stored as "activities", but the completion information is stored differently:
Task completion ...
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1
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1k
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Allow Profile the ability to edit any Task or Event on Account or Contact
I have a dilly of a pickle here.
We have users who have the profile: "US-Development".
Anyone with this profile should be able to edit any Task or Event on Account or Contact.
One of our ...
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0
answers
40
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No Task Object in orgs SF?
The orgs SF was created in 2012 and there is no task standard object under the Object Manager for this org.
This example shows what I am used to seeing in Salesforce.
I would like to know what is ...
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1
answer
151
views
How to create a custom field formula to show task owner first name on the task object?
Current formula which is getting an error:
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1
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379
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Relate WhoId on a task Record with a new custom object
WhoId and WhatId are both "polymorphic" fields, meaning they can be related to different objects, defined by the ID itself.
We can relate WhatId on a Task record to a different custom object ...
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2k
views
What does this error in Workbench mean?
We are seeing an error message for one specific user in Workbench when attempting to query the Task Object. This user has access to Task records in Salesforce, but for some reason sees this error in ...
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2
answers
132
views
Trigger on Task Object to Increase the value of a numeric field on Contact
I am very new to Apex and trying to write a trigger on Task. I appreciate if you can help..
I have a picklist field on Task(name: Result__c), let's say with values A,B,C. If I choose A or B when I ...
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1
answer
32
views
Reporting on Tasks
I am trying to display only Accounts that do not have tasks with the word "review" in the subject. I am unable to do this correctly with the following filters:
The report results will ...
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1
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351
views
I want to link expense(custom object ) entries with Activity object[Possible duplicate but need workarounds]
Business requirement is to link existing custom object(Expense) to Activity(Task/Event). So that they can leverage capabilities of Activity object and link all expenses to an activity.
As per ...
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1
answer
172
views
Create generic object
I am not able to create a Lookup to Task, EmailMessage and couple of other objects . So looks like there is a known limitation and hence Task and EmailMessage objects are not available in RelatedTo ...
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700
views
Partner Users - Tasks assignment and visibility
As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user.
Requirements:
1st Requirement:
When a partner user assigns a task ...
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2
answers
53
views
Is there a way to make this apex more performant?
I have a class I am working on that will export a CSV that includes "Case Number", and "Last Outbound Customer Activity Date". There is some logic included in my Apex that ...
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1
answer
114
views
Custom Object to replace tasks to handle 255 Char limit
In salesforce lightning, The Task/Activities Object (I believe one inherits from another), seems to have a hard limit of 255 chars for a field and does not have options for the text field long or rich ...
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2
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2k
views
Where can I find the cause for 'Soft Error' when MC fails to create a Task?
I am trying to create Tasks in Sales Cloud, from within a Marketing Cloud journey, but sometimes it doesn't succeed. In one instance, the journey creates 100 tasks, but another 9 fail due to 'Soft ...
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763
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Sent emails not visible under Task object in salesforce Lightning
I created a flow which triggers when a task is closed and sents an email through email action. The flow is working and email is received in mail box but I cannot find the sent emails in salesforce ...
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1k
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Flow to create multiple tasks for different queue
Use Case
When an Opportunity Stage is changed to "Approved" , create multiple Tasks and assign to different Queues -
Create Task for 'Customer Management Queue'
Create Task for one or ...
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454
views
Is it not possible to update a task with lead(whoid) and opportunity (whatid)?
As per document, i found that whoid can be lead/contact and whatid can be account/case/opportunity/custom obj and others. I am updating a task with leadid as whoid and opportunityid as whatid but ...
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2k
views
No Emails for the assigned user after Task is created
I have a apex code which creates task when A1 record is assigned to a certain user. The assigned user would/should recieve email notifications.
So when a task is created. Saleforce autmatically sends ...
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1
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400
views
Set TaskSubtype=Call by URL Custom Log a Call
The standard "Log a call" is:
I have a custom "Log a Call" button on Lead Object, This is de URL:
/00T/e?title=Call&who_id={!Lead.Id}&tsk5=Call&tsk4={!TODAY()}&...
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1
answer
960
views
SOQL - How to query Lead email using Task object? [duplicate]
SOQL only. I can accessed the Name of the Lead from the Task object, however when I accessed the Lead email, even though the Lead record has an existing email, the email wasn't showing up.
This query ...
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1
answer
1k
views
Flow for Task Object
I have a Use case where I need to send Email to the user about his Today Tasks to his Email ID at 9 Am everyday so that he doesn't need to open SF
So I preferred using Scheduled trigger flow where I ...
0
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1
answer
1k
views
make Reminder set checkbox from Task under Activity as False (default)
I was trying to make this Reminder Set default value as False or unchecked
can someone help me out how it can be done?
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1
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167
views
Getting tasks stored in List Views
I need to get the tasks that are stored in list views that are selected by the user. I've tried a couple things that I'll outline below:
HTTP API request
I've tried making a REST API call to get the ...
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148
views
Record-triggered flow
I have to make a flow that executes when a Task is updated.
When a task is updated, I have to check that the CallDisposition field has the value "Confirm Booking".
After that it has to ...
-1
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1
answer
915
views
What field on the Task object is its parent?
The org I'm working in has its org wide defaults for sharing as "Controlled by Parent". After looking at the Task object documentation, I think its the WhatId or WhoId.
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1k
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Apex code to get Tasks and send email to task owner
I want to send email to user about his open tasks. Each user will have more than one task.
I have a set of taskIds and querying all tasks based on these IDs.
How do I get email address of task owners ...
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0
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673
views
Default "Assigned To" on Task Creation
When creating a new task, I would like the "Assigned To" field to default to a specific queue. On the Global Action, I am trying to add it as a Predefined Field Value, but the formula editor ...
- 1
0
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0
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482
views
Salesforce Task update api not updating fields sometimes
We have our plugin on salesforce and we are calling salesforce task update api for updating the subject, comments etc.from our backend. 90% of the time it updates the comments whereas 10% of the time ...
1
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1
answer
663
views
Modify output text using Standard Visualforce page
I have a requirement to print email tasks as PDF. As standard printable view option will support on Task records, I have created a custom visualforce page with render as "PDF" as below:
<...
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1
answer
1k
views
Not possible to assign a task sometimes [closed]
I have one colleague who cannot always assign task, this is strange as her profile gives her the right to modify all accounts. Sometimes she can and sometimes she can't.
So I don't know where to find ...
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