Questions tagged [tasks]

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

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2
votes
1answer
42 views

Attempt to de-reference a null object building list in loop

What could be going on here? I've got a method that checks for the existence of a duplicate-kind record like so: public Boolean tasktNotSaved(Lead lead, String subject, String body) { Task[] ...
2
votes
1answer
203 views

Unable to autofill 'Related To' from custom button URL hack

I am trying to create a custom button to create a task. I want to set the task Related To as a Campaign, but am unable to accomplish this. What am I missing? Button or Link URL: /00T/e?{!...
2
votes
2answers
414 views

Task deletes with Opportunity with Opp deleted? (Parent/Grandparent relationship?)

I'd appreciate it if someone "in the know" could verify this and let me know if there is a way to RECTIFY this. A lead is created. A task is linked to that Lead. The lead is converted to an Account ...
2
votes
1answer
69 views

How can I write a test that involves accessing the EmailMessage.ActivityId field?

I have some code that involves the following SOQL query: EmailMessage emailMessage = [SELECT Id FROM EmailMessage WHERE ActivityId =: task.Id]; In order to write a test for this code, the test setup ...
2
votes
1answer
56 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....
2
votes
1answer
597 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 (...
2
votes
1answer
34 views

How to change custom field ot type Number when changing the priority in a Task in apex

In a Task I have a custom field called "Time frame" of type Number. I've made a workflow rule with criteria: When the priority of a Task is changed then the number in the "Time frame" field is also ...
2
votes
1answer
284 views

Passing Visualforce InputField to Controller

This is probably a simple fix, but I'm struggling. I have a VF page that pre-populates Task fields via a controller extension. I want to then give the user the option to create a follow-up task. I ...
2
votes
1answer
128 views

Are Tasks associated with a Lead carried over to the new Opportunity on conversion?

As I understand it, when a Lead is converted using the standard Salesforce Process, three new Objects are created: a Contact, an Account, and an Opportunity, while the Lead is marked read-only and ...
2
votes
1answer
2k views

Deployment issue - standard TASK field missing

I am getting the following error when I deploy a page layout containing the related list of open activities. Invalid field:TASK.SUBJECT in related list:RelatedActivityList Now to get the deployment ...
2
votes
1answer
647 views

Task completed: Email Alert

I have a Service Cloud in which: a User A owns a Case X; a User B receives a call about the Case X; the User B creates a task of type "urge" on the Case X and sets it as "completed" (the User A is ...
2
votes
1answer
1k views

Change Activity Owner after changing Account owner

I need to change Open activities owner from existing owner to new owner. I started of this process by changing the Account name to the new owner. But the open activities are not on the old Account ...
2
votes
1answer
194 views

Trigger Reference between Task and Custom Object

I have 2 triggers and i would like to have the following: When I create a Task from email to salesforce, i want the attachments in the email not saved to the task but to the customer document which ...
2
votes
2answers
852 views

Error inserting TaskRelation records

I have a client who wants the ability to clone a task that has multiple contacts. They would make slight changes to the cloned task (Assigned To, etc) but the multiple contacts would remain the same. ...
2
votes
1answer
722 views

Best way to get the Contact field values like Title, Owner … for each EventRelation/TaskRelation

SELECT id, subject, StartDateTime, EndDateTime, Ownerid, Owner.Name, Type, What.Name, Who.Name, RecordTypeId, Description, CreatedById, **(SELECT RelationId, Relation.Name, Relation.Type,...
2
votes
2answers
389 views

Viewing and Inserting a Task from Force.com Site

The below VF page queries for a list of tasks assigned to a certain custom record. It works perfectly fine (shows 3 Tasks) when accessed by an internal user (/apex/siteTasks?id=xxx) while it does not ...
2
votes
1answer
427 views

Send Activity Reminders to Users

I'd like to send an email/report to all users once a week listing their upcoming overdue activities (tasks). If the report is sent to John, Jane, and Bob, each one only sees their own activities - ...
2
votes
1answer
761 views

Polymorphic Lookups - How to pull the

I have a query in my class where I'm trying to pull in the position name from a task that is being created on an application. So I have Position, Application, and Candidate. The task is created on ...
2
votes
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
votes
0answers
195 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
votes
0answers
326 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
votes
0answers
308 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
votes
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
168 views

Metadata API Task.Subject translation

I'm using ant for deployment, and have issue specifically with standard field on Task object - Subject. When retrieving the taskTranslation (using eclipse IDE) the picklist values for this field are ...
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
votes
0answers
717 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
90 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
4k views

Email-to-Case: Create Activity from Email - how to populate Comments with Email Body?

My question is in regards to Salesforce's Email-to-Case feature. When I enable the "Create Task from Email" feature from the Routing Email Address Details, the task is created, yet the body of the ...
2
votes
1answer
420 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
votes
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
votes
1answer
369 views

Help with Workflow forumula evaluates to true

I'm a total salesforce noob, but I have a background in java and php so I'm looking at this kind of logically and I need some help. I have a workflow to assign a task when: C ontact Record Type = '...
2
votes
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
votes
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.
2
votes
3answers
2k views

Populating Task Subtype field with Call when a task created

I'm new to Salesforce development, I have a requirement to populate Task Subtype Field on task with 'Call' when ever a task is created with Account. This can not be done with workflow field update. If ...
1
vote
2answers
1k views

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

I have created 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 ...
1
vote
1answer
896 views

Remove tabs from activities in lightning

I want to delete tabs in activities, and just let new task. Help me capture bellow :
1
vote
1answer
449 views

No such column 'Type' on entity 'LookedUpFromActivity'

So I'm having a bit of weirdness surrounding the standard Salesforce 'Task' object. Some quick background: we have custom lookup field on the task object that points at a custom object we've created. ...
1
vote
2answers
409 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 ...
1
vote
2answers
795 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 ...
1
vote
1answer
220 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 ...
1
vote
2answers
348 views

Delete task trigger throwing unknown validation error [duplicate]

I am trying to create a simple delete trigger that deletes a task as soon as the task is created. I have very little background using APEX/creating triggers. Here is my trigger below: trigger ...
1
vote
1answer
2k views

How to override the standard page only for specific record Type?

I have a new custom VF page for the button Log a call but I want to use this page only when user selects the General Inquiry for everything else it should go to standard page. How do I do this? ...
1
vote
3answers
142 views

Task Trigger with two conditions

Please help, I am trying to write a task trigger for an Opportunity. I could not create a workflow because one of the fields is a look up. I would like to create a task to advise the user they ...
1
vote
3answers
10k views

FIELD_INTEGRITY_EXCEPTION, Related To ID - Allow activity Label Exception change?

Morning, I have a process that tries to provide a nice message when a user creates a task related to a custom object (MyObject__c) that hasn't got Allow Activity checkbox enabled. In order to do that,...
1
vote
1answer
593 views

Create a Task if Contact is in certain status for 10 days

A task should be created to assigned user when Contact is in "Attempted Call" status for 10 Days. How can I create a task? I have created a Number field - "Con_Days__c" Work Flow Rule(any time it's ...
1
vote
1answer
243 views

Trigger : How to track once an event moves from “Open Activities” to “Activity History”?

I have an event record E on my Opportunity O. E starts at 07/03/2018 11:00 AM and ends at 07/03/2018 11:30 AM. Before the event E appears in "Open Activities" and once the event start time is past ...
1
vote
1answer
443 views

Choosing when a Task should recur in Apex: RecurrenceRegeneratedType

How do I make a task recur based on the day it was marked complete? There is a required field for creating a recurring task: RecurrenceRegeneratedType. I know from creating a task with the standard ...
1
vote
2answers
2k views

No clean data columns available for custom fields - Erro while creating a new Custom Field

I am getting this error when I try to create a new custom field, in my Task object, in a sandbox org. I should mention that I previously erased a field, to open space for this new custom field, ...
1
vote
4answers
637 views

Avoid Creating duplicate task

Below code is working really fine, but the problem I am facing is the task is related to contact twice. List<Task> cvTask = new List<Task>(); Task cv; String[] ...
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 ...

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