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Questions related to Salesforce.com Tasks/Events.

11 votes
Accepted

How to add fields to "New Event" under "Activity" tab in Lightning?

Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Mobile and Lightning Experience Actions …
Community's user avatar
  • 1
1 vote

Formula Field on Activities Object is resulting in syntax error

Formula fields do not and cannot use Apex code. Formulas are written in a domain-specific expression language. Your Apex appears to be translatable into a formula. You'll need, from the formula refer …
David Reed's user avatar
  • 93.7k
1 vote
Accepted

Activity Information Fields

Events and Tasks are oddball objects; they don't always work like everything else because they're very nearly "subclasses" of an abstract Activity object. This can be very confusing with regard to the …
David Reed's user avatar
  • 93.7k
0 votes
Accepted

How to customise Activities logged at Contact Notes in Salesforce to appear under Account pa...

Activities roll up natively to their WhoId and WhatId relations, as well as to their AccountId, a relationship that is calculated by the system based on the WhoId and WhatId. …
David Reed's user avatar
  • 93.7k
2 votes
Accepted

Quick Action for Activity: custom field for account lookup

When you create an Object-Specific Quick Action to create a child record, and there is exactly one writeable relationship field between the child and the parent*, Salesforce automatically knows to pop …
David Reed's user avatar
  • 93.7k
0 votes

Manual Sharing/Opportunity team exposes other related data

activities There are some complexities to activities access. Note however the salient point You can view an activity if: ... …
David Reed's user avatar
  • 93.7k
2 votes
Accepted

Export Multiple Contacts from Shared Activity Task in salesforce

What you're looking for is the TaskWhoRelation sObject, which is a read-only, filtered version of TaskRelation. TaskRelation stores all Task relationships, including the What (Related To), while TaskW …
David Reed's user avatar
  • 93.7k
2 votes
Accepted

activity insert using rest api

Activity is an odd pseudo-object that represents the common core of fields shared between the Task and Event objects. Activity is where you create custom fields in Setup that are available on both the …
David Reed's user avatar
  • 93.7k
1 vote
Accepted

Rollup Help needed

There's a way to do this, but it takes a little bit of configuration outside of Declarative Lookup Rollup Summaries. I'm going to suggest that you schedule the rollup for a nightly batch, because the …
David Reed's user avatar
  • 93.7k
2 votes
Accepted

Very difficult to find the tasks with Due Date as empty and Status as completed. Any thought...

You can't customize the filter pane's behavior in the Lightning Activities view. You have to fit your data into their structure. …
David Reed's user avatar
  • 93.7k