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Results tagged with tasks
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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 …
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 …
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 …
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 …