Questions tagged [tasks]

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

150 questions with no upvoted or accepted answers
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Display Tasks in Calendar in Lightning Experience for all Users

I would like to see Tasks in my Calendar in Lightning. According to this Idea, this is delivered in Lightning Experience. I can see that I can do it using the Create a Calendar from Anything feature, ...
4
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2answers
3k views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
3
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0answers
434 views

Is there a way or workaround to relate Tasks to parent-Tasks or Tasks to Events?

I know this is an old limitation and we've worked around it by creating simply a plain text field holding the parent activity Id together with custom components (visualforce or lightning, both work) ...
3
votes
2answers
150 views

Why is my task trigger test failing

I have a task trigger which updates two custom fields on the Account object : Last_Call_Date and Last_Meeting_Date. I have tried logging a task in sandbox and it updates the fields correctly. However,...
3
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0answers
557 views

Send emails from Salesforce with attachments to create tasks in Outlook?

One of the requirements for the project is to automatically send mails with events/tasks from Salesforce whenever an event/task is created/edited/deleted. I was able to send events and updates, but ...
3
votes
1answer
25 views

Autocompleting a task upon a note uploaded in a related account?

so I have accounts that receive notes from an external source. This kind of account will always have a case attached to it, that has the same set of tasks each time. How would I be able to make a case ...
3
votes
1answer
1k views

Unable to create task for a Case: insufficient privileges

Situation: OWD for both Account and Case set to Private. I create an Account, then click New Task. No problem. Next, I create a Case, click New Task: insufficient priviliges. What am I missing here?
3
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0answers
538 views

Custom Visualforce Page for Shared Activities

I'm trying to create an inline Visualforce page to substitute for the standard 'Name' related list on Shared Activities. The problem I am trying to solve is getting more information that just the ...
3
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0answers
113 views

How can we keep our tasks accessible to view and report on while not having them count against the data storage limit?

The org I am working with right now is using 210% of its allotted data storage. Most of the storage space is taken up by tasks (over 31M records). Is there a way to decrease the data usage while ...
3
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0answers
360 views

Workflow: Assign task to Account team in hierarchical fashion?

I've set up account teams for all of my accounts. I have also set up a workflow rule to create a task when a check box is updated at the account level. The task is created and assigned to the ...
2
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0answers
25 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.
2
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0answers
198 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 ...
2
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0answers
330 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 ...
2
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0answers
319 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:...
2
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0answers
20 views

Scheduled Event invitees response template

When we add Attendees in an event then a email is sent out Template to Attendees Email Id. how can i track that template id and how to Modify that Event Response template. Based on that template id i ...
2
votes
1answer
2k views

How tasks are visible to other users?

I have scenario where OWD is Account - Public Read Only Contact - Private Activity -Private There are some tasks which are visible to other users which are not assigned to them. The tasks which ...
2
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0answers
718 views

assigning multiple users to a task using Apex Code

I need to create a new task by using Apex Code and I want to set "Assign To" field with multiple users and "Notify Assignee" field to 'true'. But I don't know how to do that by using Apex Code. Could ...
2
votes
1answer
91 views

Is there any way to have a Case workflow rule create a task with WhatID set as the triggering Case's AccountID?

I have a workflow rule on the Case object that is supposed to create a task, but I want to associate the task with the Account that the Case belongs to, not to the Case itself. I have seen that I can'...
2
votes
1answer
424 views

Workflow Creates Tasks not Related to any Records

I am the admin of an Org that I created a workflow for. The workflow is designed to create Follow Up tasks for the Sales users. I am getting a bunch (not all) of the tasks that have no record ...
2
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0answers
3k views

Assign Workflow Tasks to Queue or Public Group

How to assign the workflow task to group of users(Public group or Queue).I see this feature is not available in salesforce.Here are the idea exchange links for Queue and Public Group Is it possible ...
2
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0answers
57 views

hover on task subject in Report

I have an "open tasks" report and I would like to see the task details when I hover over the task subject in the report. Can this be done somehow?
2
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0answers
183 views

Closing task on lead without going to task page

I want to close the task on lead list page without going to task page an close. I just want to close the task by clicking cls link in front of created task. Please guide me, how can i do this.
1
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0answers
15 views

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:...
1
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1answer
51 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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0answers
32 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....
1
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0answers
13 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 ...
1
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0answers
58 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 ...
1
vote
1answer
105 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 ...
1
vote
1answer
315 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 ...
1
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0answers
23 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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0answers
856 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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0answers
21 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 ...
1
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0answers
177 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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0answers
26 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 ...
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0answers
19 views

How to set a predefined object selected in Related To field of Task Object

I need to have the pre selected object to be Account. It is alphabetically ordered at the moment. This might be a salesforce limitation, so if you may have encountered the same, please let me know ...
1
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0answers
22 views

Have to send exact Task DetailPage as email to Customers

How can I send the Detail Page of Task to Customer in the form of Email. I tried it by creating email templates, Workflows, Process builder but it's not similar to Detail Page. Using Apex trigger ...
1
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0answers
87 views

WhoId Is null in after insert trigger on Task for email sent from Outlook

I have a trigger that updates a field on Contact when an email is sent to the contact. The trigger fires just fine if the user clicks the send email button on the Contact detail page. However, if the ...
1
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0answers
704 views

Process builder does not fire when a workflow Task is created

I have a workflow that creates a task , and also a process builder that does a field update when task is created/edited. The process builder works when I do it manually, however it does not seem to ...
1
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0answers
315 views

How to display Account Name in a lookup field on Tasks? When task was created on a case

I have a custom lookup field called 'Account Name' on Task where I use a process builder to set its value to [Task].Accountid. This field is populated with Account name if Related To field of Task is ...
1
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0answers
157 views

How to set up a calendar that shows the due date of the Task records in Lightning?

The calendar in Lightning does not reflect the tasks that I have. I have over 200 records assigned to me with due dates in each of them but I do not see it in the calendar. Any idea why is this? ...
1
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0answers
26 views

Salesforce1 Tasks Navigation Menu Item

You can add a Tasks menu item to the navigation menu in Salesforce1. When clicking that menu item, you are brought to a page that lists your tasks. There is also a Log a Call button at the top along ...
1
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1answer
421 views

update status of task related to converted account from lead

I have written a trigger to create a new task related to a Lead with some information, this is working properly The issue is when I convert this lead, related task will automatically move to ...
1
vote
2answers
115 views

How to save related case accountNumber field on Task Using Process Builder

I need to create a field in task where the value should be the task related case related Account Number. I want task.whatid.account.accountnumber something like this
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0answers
25 views

How to remove the reoccuring events for a particular user in salesforce

How to remove the reoccuring events for 2 inactive users
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0answers
30 views

Multiple Users option not coming on my page

While creating a task when we click on the lookup icon of assigned-to pop up appears where we can search for user and also assign the task to multiple users or groups. But when I made a vf page those ...
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0answers
34 views

Restricting 'Assigned To' Field to only filter users that are within the role they are assigned Territory Management

I have implemented territory model in my salesforce Org. Coming to a particular account I want the related task should not have the user as an option to chose who is owner of the other territory not ...
1
vote
2answers
99 views

Task ActivityDate - Behaviour in Visualforce

For a number of apex:inputfields in Visualforce, I'm suppressing the Salesforce date picker and using the browser based one. I'm experiencing odd behaviour when attempting to do so on the Task ...
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0answers
38 views

How to not show Attachments from a certain Task on Account?

I have a Task that i create when quote is send out via email. The quote pdf is added to the task as a attachment. Since the task is related to opportunity and contact (through WhatId and WhoId) the ...
1
vote
1answer
410 views

Remove/hide Log a Call feed item from chatter page

Customer is asking "When I log a call it can be seen by all on chatter. How do I stop this?" I have checked the Global Actions and it seems Create Feed Item checkbox is checked. What are the impacts ...
1
vote
0answers
85 views

How to show all tasks in reminder window - not just overdue tasks

Currently my pop up reminder window shows overdue tasks that I have set. They are overdue because the date for completing the task has passed. I would like to be able to also see my future tasks ...