Questions tagged [tasks]

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

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9
votes
1answer
3k views

Can you create a Lookup to a Task?

I do not see Task/Activity/Event as an option for a Lookup on my custom Lookup on the Case object. I know Tasks are treated differently than other object but I cannot find any documentation stating ...
0
votes
1answer
2k 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?
16
votes
2answers
2k 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 ...
8
votes
1answer
2k views

Can multiple users be notified for a single task

Is it possible to create a single task that notifies multiple users (3 - 4) to prompt them so one of them then actions it? I don't want to create multiple tasks, just one task for multiple users. ...
4
votes
1answer
1k views

How to create a Task with Due Date using URLFOR

I want to code a button on a custom object to generate a task with some precompleted fields. I can do it like this: /00T/e?what_id={!My_Object__c.Id}&tsk5="This is a Task"&tsk4={!TODAY()+21}&...
1
vote
2answers
4k views

Query of Tasks for Custom Object

I have a list of Custom Objects, created by customers each day - they can be considered like trouble tickets. Against each one, is a Task created when our agents make an outbound call back to the ...
1
vote
1answer
786 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 ...
0
votes
1answer
698 views

How to recreate Task Recurrence on VF page

Has anyone replicated the task recurrence functionality on a VF page? It looks like it uses javascript in an Activity.js file to do the showing/hiding of applicable fields based on the user selecting ...
7
votes
1answer
1k views

Unit Tests: create completed tasks for ActivityHistory?

In unit tests, is there a specific way of creating completed tasks so that they appear immediately in the ActivityHistory read-only object? (I have batch Apex that pulls data from ActivityHistory, ...
6
votes
4answers
8k views

Which field represents the “Send Notification Email” checkbox present on the Task page layout?

Suppose i want to upload 1000 tasks via the data loader and i want that the owner of those tasks should receive a notification mail about the tasks assigned to them. How can i achieve this? Note: I ...
3
votes
2answers
2k views

How to get around this - “Error: You cannot reassign a recurring task occurrence.”?

Any idea on how to get around this error: You cannot reassign a recurring task occurrence.
2
votes
2answers
6k views

New Task Action missing in Lightning Experience

I've already added the new task in the Salesforce1 and Lightning Experience actions but when viewing it in the detail page, there's no new task. May I know why is that? This is the screenshot of the ...
1
vote
1answer
9k views

How to set object permissions to no access for: Tasks, Events, Notes, Users?

Within the profile settings, under object settings, then object permissions - I do not see the option to set a profiles object permissions for Tasks, Events, Notes, Users to no access. Appears that I ...
1
vote
1answer
1k views

What fields determine what is displayed in Open Activities vs. Activity History

What determines which tasks go into the boxes Open Activities and Activity history, respectively? I tried the fields Status, IsArchived, IsClosed, but none of them relate the image I see in my single ...
1
vote
0answers
160 views

Make translation for task created email depending on language settings of recipient

If you assign a task to an user with e.g. english as language, I would expect the notification email he receives to be in his language. What I observe is that he gets the notification in the language ...
0
votes
1answer
115 views

Trigger to Pull related contact's details on Task page when new task creates

I have a requirement. Contact related to Task, I need to pull his functional role (custom field) on Task page layout. So whenever I create or edit a Task and relate with any contact so his/her ...
0
votes
0answers
2k views

Can't query tasks

I've tried executing the following query in both the Developer Console and the Force CLI and I get no response. Select Id from Task where My_Field__c != null limit 1 In the developer console I get ...
0
votes
1answer
405 views

Email and Phone Task fields are missing in lightning experience

I am trying to use the standard Task object. I have a standard related field called Name which relates to Contact or Lead. There are 2 fields that takes their values from this related contact or ...