Questions tagged [tasks]

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

Filter by
Sorted by
Tagged with
1
vote
1answer
255 views

API OF Task In Activity? [closed]

i want to create page same as show in image . i need task field in my page so anyone help me to know what is task API name ? "select id, Subject, Who.Name,IsTask,ActivityDate,Status, Priority,What....
1
vote
1answer
430 views

Delete Open tasks of Inactive users

I need to bulk delete open tasks that are assigned to Inactive users. I need to exempt a particular profile(sales profile) from this. Can you guys suggest me the best way to delete the open tasks for ...
1
vote
3answers
377 views

Pre-chat Link Task and Contact

I am trying to link a contact to a Task, but I can't seem to do that on the pre chat form. Any help would be greatly appreciated. From what I have read online this should work. Any help with this ...
1
vote
1answer
537 views

Send Email Button URL

I know there are a lot of posts on this topic, but I haven't come across one with this issue. The closest is this post which I'm hoping the OP answers my comment. I'm trying to create a button on the ...
1
vote
2answers
273 views

Public Calendar Events doesn't show up as Open Activities against related record

We have a public calendar event with WhoId as Contact and WhatId as Custom Object.But it doesn't seems to be linked to Contact or Custom Object via Open Activities.Any Idea ?
1
vote
2answers
2k views

Trigger on Tasks to change Lead Status

I'm trying to create a trigger on Leads that when the Lead Status = 'Open' and a Task is created for that records, as soon as the Task is saved (it doesn't matter if it is completed or still open) it ...
1
vote
2answers
1k views

How to add call log using Open CTI [closed]

I am new to salesforce development. Can any one please let me know how to add call log using Opne CTI api, I mean is there any api that would add the call log ?
1
vote
3answers
8k views

Apex Trigger to Create Task from Lead

I need some assistance. Aim : create a Trigger that creates a task from a lead record when certain criteria is met. Lead criteria : Object : lead RT: Registration lead Source : Property Task ...
1
vote
1answer
49 views

Impact of exceeding data storage for creating recurrence tasks

Is there any impact of exceeding the data storage on creating new tasks? AFAIK salesforce is only giving warning upto some level about the storage exceeding and still allowing to create new records. ...
1
vote
1answer
175 views

Task Trigger firing itself through email sent with saveAsActivity

I have an After Insert Trigger on Task. This trigger passes data to a handler class that then does some logic and sends an email to the Lead related to the task. Ideally, I want to save the email as ...
1
vote
1answer
173 views

Querying Participants on a Task

What is the SOQL to query all participants on a Task? Where is this information stored? WhoId will only give me one of the participants. Or more specifically how can I query all Tasks for which there ...
1
vote
1answer
205 views

What is cron expression for scheduling a daily task with fixed start and fixed end date?

I want to schedule a task for this i am creating a cron Expression but don't know how to create and use cron expression for this task. Requirment is 15 April 2015 to 1 Feb 2016
1
vote
1answer
1k views

Attachments added to Task not displaying in Attachments related List in Leads

When I add an "attachment" to a "task (Open Activity)" in Leads, that does get saved to that particular "Task record" and doesn't display in the "Attachments" related list. However, this does ...
1
vote
2answers
323 views

Add a user who already exist in salesforce to your app

I have created an app. Now would like to add users to my app. However on ethe users that I would like to add is already a salesforce developer user. So I cannot create a new user using his email. ...
1
vote
1answer
1k views

how to create a task of a specific record type from a workflow

I want to be able to create a task of a specific record type from a workflow. At the moment all I can see is the option for customising certain fields on the task from within the workflow action.
1
vote
2answers
858 views

Attachtment required to create a task

is possible to force to the users to attacht a document in order to create a new task? We want to use the tasks object to manage sales members resquests but we need to set as required to attacht a ...
1
vote
1answer
3k views

Assign a workflow task to the user who triggered the workflow rule

The idea is simple, if a user modifies the address of an account, I need to make sure they are reminded to update it on the contact record it corresponds to. So I can create a Task every time the ...
1
vote
1answer
137 views

Report fields vs. API query

The organization I work for is wanting to do a little house cleaning in our Salesforce setup, and they want to start with old tasks. Our phone system syncs via the SOAP API to log all phone calls as ...
1
vote
1answer
687 views

Close two tasks and open a new task

I have a trigger to create two tasks in a case. What I need here is to open a new task when both tasks are closed. I tried some things and I just got opened a new task if just one of the first tasks ...
1
vote
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
vote
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 ...
1
vote
1answer
24 views

“Create a task…” option is not visible anymore in lightning experience

Create a task option is not visible in lightning experience. Previously it was visible as per screenshot. Open Activities and Activity History related list is already available in page layouts and New ...
1
vote
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
vote
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
vote
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
101 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
894 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...
1
vote
1answer
313 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
vote
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 ...
1
vote
0answers
852 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 = '...
1
vote
2answers
232 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 ...
1
vote
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
vote
1answer
306 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 ...
1
vote
0answers
176 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 ...
1
vote
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 ...
1
vote
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
vote
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
vote
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
vote
0answers
702 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
vote
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
vote
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
vote
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
vote
1answer
419 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
1
vote
1answer
54 views

Workflow Formula to Parse Comments Section on Task Object

I am trying to create a workflow formula that parses the Comments section on a Task. Comments on the Task object will always have 'Dialed: (999)925 - 1234'. I want to extract (999)999 - 1234 and have ...
1
vote
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
1
vote
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 ...
1
vote
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 ...
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
3 4
5
6 7
10