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Search options not deleted user 16755

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

0 votes

How do you bring up the window showing Tasks?

Typically when this happens it is the browser settings. In Chrome you would go to Settings>Advanced Settings>Privacy>Content Settings>Pop Up Blocker Click on "Manage Exceptions" Add Salesforce to y …
Blair Kristin's user avatar
1 vote

How do you bring up the window showing Tasks?

It could be your personal settings. Go to where your name is in the top right corner of the screen Click on your name and select "My Settings" Click on "Calendars and Reminders" Make sure that "Trig …
Blair Kristin's user avatar
2 votes

How to model life-events such as "married" and "bought house" in salesforce

A custom object would probably be best so that you can capture information specific to the life event. If different information needs to be captured for each type of life event, then you would want to …
Blair Kristin's user avatar
1 vote
Accepted

Send email notification for "Completed" Tasks to Task Creator

You can create a task from a workflow. You can set the criteria for what you need and select create task as the action. If you have time, you can wait for the spring release. This spring release will …
Blair Kristin's user avatar