Questions tagged [tasks]

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

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1answer
227 views

Issue in Creating a process builder as per a Task Due Date

Need your help urgently. I tried several methods but failed. I have to create two fields under the object " Lead". ( for insurance industry) 1.Renewal month (January, February… December etc) 2. To ...
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3k views

How to write a test class for task

Hi friends i got a requirement to restrict deletion of tasks for some profiles.So, i wrote a trigger with test class.It shows 100% code coverage but when i move to production it shows code coverage ...
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379 views

WhoID and WhatId is null when send email

I have created a trigger on task (before Insert) and just displaying the trigger.new value ,i.e, the task which is created . In the debug it is showing me that whoid and whatId is null but I am ...
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1answer
352 views

Salesforce restrict custom object to create lookup field for Task object [duplicate]

I am currently developing an application in salesforce and my application requires that my custom object has a lookup field for Task object. Suddenly salesforce doesn't support this feature. What is ...
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1answer
17 views

Report that shows Tasks created by a group of users changes when tasks change owner

I have a simple report that shows tasks created by a small group of internal users. For some reason when an owner of a task is changed that shows up in this report is changed it disappears from the ...
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1answer
27 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
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23 views

Possible to stagger lead tasks?

I have 100 leads. I want my sales person to get a task to contact the first 25 the first day, the next 25 the next day etc. So they would get 25 tasks a day, instead of 100 all at once. I know you ...
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63 views

View Task Error - URL No Longer Exists

I have just noticed now that if I try to view any of the existing Task on salesforce and I click on a particular Task record, it displays the information for around 2 seconds then it redirect me on ...
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1answer
66 views

Making a url non clickable in task object

I have a requirement where I am storing some data in the description field(label Comments) in task object. The data consists on some url as well, which is remaining as clickable once it has been saved ...
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1answer
84 views

Package installation fails to org's with Shared Activies disabled. “Invalid field TaskWhoIds for SObject Task”

I have a problem where the package installation fails to organisations that has Shared Activity disabled. As far as I understand the case is that TaskWhoIds is not available on orgnaisations that has ...
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1answer
37 views

Queries on task creation

Below is the code that I use for task creation Task cv = new Task(); cv.Subject = 'Email:' + EmailSubject; cv.WhoId = toContactId; cv.WhatId = OppId; cv.Status ...
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1answer
74 views

how to read description field of the task in Salesforce

I am writing a trigger on Task. When a new task is created, I am using the who.id (in my case mostly lead) and converting lead in to Account, contact and opp. Duing this process I am reading subject ...
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42 views

Unable to create a copy of a Task; Shared Activities is on

I have a scenario (OpenCTI, but no matter(?)) where sometimes Tasks are created that are associated to the wrong Contact record/WhoId. I understand that I cannot reassign the WhoId as Shared ...
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1answer
56 views

Apex Trigger/Class add Contact field value to Task

Whenever a task is created on a contact, I would like to populate that task with the value of a number field from that contact. Is a Trigger/Class the best way to do this, or are there simpler methods?...
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1answer
140 views

Question on CreatedDate Value and Multiple User Tasks

I'm using the Task's multiple users function but copies of the same task records are created when I create a task. So I'm thinking of creating a trigger to synchronize these tasks. My criteria to ...
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385 views

Updating Picklist value trigger

I need some help creating a trigger Aim : Every time a task is created which meets criteria ( See below) then change the status from “Not started” to “Completed” The trigger should only fire if it ...
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1answer
99 views

Able to view records, but unable to create particular RT

Just a quick question We have approx. 10 RT on the tasks, not every RT is assigned to a profile. Now I know how to assign record types by profile, however my question is, the users would like to see ...
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290 views

How to calculate Calculate max end date inTask Recurrence

I am creating a custom VF page for tasks. In the page one Recurrence field option is available. In this we can give the task a start date and end date. In the end date we can calculate max end date, ...
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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 ...
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1answer
101 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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1answer
509 views

List controllers are not supported for Task

While doing pagination for task using standardsetcontroller it's throwing error List controllers are not supported for Task What is the other way to show data on vfpage in pagination format for ...
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1answer
699 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 ...
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2answers
2k views

Active User and their related Tasks SOQL

I want to fetch the list of active User and their list of Task records. Following Query works for me to fetch all Task records with an active User select Id, Subject, Status, ...
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2answers
1k views

get all task related to contact in developer console [closed]

I have creates a List of contacts in Salesforce UI and also created related tasks such as activity logs on those contact. Now I want to know how to fetch all the tasks related to those contacts. I ...
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1answer
54 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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1answer
25 views

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
558 views

Visualforce page to display detail task/activtiy chronology [closed]

I'd like to know and could you please advise how the following functionality can be achieved in Salesforce: When a Salesforce user opens a task, he/she will have to monitor and observe what happened ...
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1answer
62 views

Task api open activity change status

hi I am beginer with Sales Force . Please dont judge me strictly . I am trying to create trigger for customer object . Initial data: custom object with field: status type pickup list "maintanace ...
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1answer
809 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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2answers
7k views

WhoId and WhatId is field or related object of activity or task?

Where will we use whoId and whatId basically in salesforce? Very confusable can anyone help me out
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1answer
81 views

Redirect to Opportunity on save of task on the lead

The requirement is whenever a new task is created on the lead. The lead should get converted into Account/Contact/Opportunity and I am able to convert it using standard LeadConvert class But after the ...
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2answers
88 views

(Solved) 51% coverage - missing how to test creation of new Task

Below Class works great! takes incoming SMS from twilio and responds while creating a new task My test class is at 51% and I am spinning. Any pointers would be appreciated. @RestResource(urlMapping=...
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1answer
2k views

Task Trigger (after Insert , after update)

Purpose : To update Field 1 which is not present in UI with Field 2 which is present in UI trigger UpdateField1 on Task (after insert, after update) { List<Task> tasksToUpdate = new List&...

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