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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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13 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
24 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
27 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
21 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
52 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
17 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
19 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
43 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
26 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
23 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
23 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
38 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
12 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
23 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
43 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
149 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
15 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
35 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
8 views

Assign “List Email” TaskSubtype to Hubspot mass emails?

This question could theoretically apply to ANY 3rd party mass-email source, but I included Hubspot because maybe there is a specific Hubspot workaround. Anyway, the goal is for users to be able to ...
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0answers
17 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
39 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, ...
2
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1answer
33 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
41 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
363 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
60 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
18 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
14 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 ...
1
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1answer
36 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
113 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 ...
1
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1answer
19 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
23 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
38 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
83 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
43 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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0answers
20 views

Create and Assign Task to Account team member

We have an Account Team Member that helps keep the data clean on the Account. I would like them to be assigned a task every time a new Account is created, so they can check for dupes, clean up the ...
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0answers
100 views

How do I assign a task to a lead owner in Sales Cloud from a Marketing Cloud Journey?

I'm trying to create a journey in Marketing Cloud, that, upon the opening of a specific email, a task is assigned to the Lead Owner in Sales Cloud. So far everything is connectioned between SC and MC ...
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1answer
40 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
168 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 ...
2
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2answers
254 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"...
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1answer
218 views

Apex trigger code to create tasks based on custom field value

In my custom object "Project" I have a field called "Number_of_Tasks" that I wish to use to create a task list with the specified # of tasks. So if the value in this field is 3 I want a list of 3 ...
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0answers
24 views

No Due Date Populated in Sandbox and Production

When creating Log a Call activity in Opportunity Object in Lightning,the due date gets displayed with Today's date in Developer org.,wherein it gets displayed as "No Due Date" in Sandbox and ...
1
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1answer
83 views

Unable to setup test class for listbutton with vf page

I am new to VF and I have a requirement to override custom task page in lead level. when the user tries to create a task instead of normal save button to display popup window & include custom ...
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1answer
106 views

How to include reminder in custom visualforce page

I am working on a visualforce page with custom pop & other requirements. But I am not able to include the remainder time field. Now I am able to include remainderset checkbox. But how to add the ...
1
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2answers
243 views

Where is metadata for custom list view on Task?

I have created a custom list view on Task. In Workbench it is displayed under Task within metadata type 'ListView'. When I pull my metadata using API v43 I can't find the xml definition for it ...
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1answer
89 views

Very difficult to find the tasks with Due Date as empty and Status as completed. Any thoughts please?

I have so many activities created for one of my account. Some of the activities just do not have Due Date (empty) and Status as completed. When I tried to look for those activities in the account page ...
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0answers
91 views

Is there a way to identify that a task was created for a group?

In the absence of queues i want to be able to close all tasks created for the group if someone closes one of the tasks. I created a way to identify them at the close stage by assigning them all a ...
1
vote
1answer
104 views

Activities past due dates are still displaying in Next Steps section in LEX

I am observing that the activities that past the due date are still displaying in the Next steps section in Lightning Experience. Please see the screenshot below. Is this a normal behavior? What I ...
3
votes
1answer
102 views

How to Messaging.sendEmail() so that the email is properly shown on a record's activity tab in Lightning Experience?

This question is related to but different from How to use an Apex Email Service to store emails on a record EXACTLY as Salesforce does? I want to send an Email using Messaging.sendEmail() This Email ...
13
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1answer
313 views

How to use an Apex Email Service to store emails on a record EXACTLY as Salesforce does?

I have used the Lightning Experience UI to send an Email from a Record Homepage via Activity-Tab. This looks like this (bottom-right!): Now I want (vice versa) to store an incoming email received by ...
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0answers
26 views

How can I stop a task from being created?

I have written a softphone for SF Classic. It displays in an iframe on SF pages. When a call comes in, SF can be set to pop to the incoming caller's contact page, if one exists, or pop to the "new ...