16

Salesforce archives older activities. From the docs: How can I view activities that are more than a year old? Salesforce archives older activities according to the conditions below. These activities can be viewed only in the Printable View of the associated record, the Activity History related list of the associated record, export files, or by clicking View ...


11

The Task object has a WhatId field (label "Related To") that can be set to the ID of any type of object. This allows zero to many Tasks to be associated with an object, with those Tasks presented as a related list in the object detail page. This is the normal way to relate a Task to some other object: a field on an object that is a lookup to a Task is not ...


10

The most accurate and quickest way is to loop over the list of valid target Objects of the WhatId field on the Task or Event object, as this list will change whenever you check/uncheck the "Allow Activities" checkbox on a given Object: Set<Schema.SObjectType> objectsWithActivitiesEnabled = new Set<Schema.SObjectType>(); String objectNames = ''; ...


9

You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions. You can control which Quick Actions appear in the Activity Publisher by editing the "Salesforce Mobile and Lightning Experience Actions" section of the page layout assigned for the relevant record type/profile combination. ...


8

Absolutely. [SELECT Id, ContractNumber, (SELECT Id, WhoId, WhatId, ActivityDate, createdby.name FROM ActivityHistories) FROM Contract]; Fields on related objects (objects that you have a lookup to) can be referenced via dot notation in soql. You can find more information about this here: Client applications need to be able to query for more than a ...


8

I'm going to try to hit on several things here that may or may not prove fruitful for you. First, from the Winter 14 Apex Code Developer's Guide: setSaveAsActivity(Boolean) Optional. The default value is true, meaning the email is saved as an activity. This argument only applies if the recipient list is based on targetObjectId or targetObjectIds. ...


8

Activity is the base shape of Task and Event, custom fields on the activity object are inherited by Task and Event. You should be able to just do: for (Task t: Trigger.New){ // if they are related to a contact, add the contact id (whoID) and their values to a map if (t.WhatId != null && (t.Call_Disposition__c == 'Contact - Call'|...


7

Migrating activities is fairly trivial in most cases, since there are usually very few fields to work with. Mapping Task/Event Tasks have a status (done/not done), while events have a starting date/time and duration (or ending date/time). You should be able to identify most records from any reasonably designed system based on one of these two pieces of ...


6

Shanker As per this reference, HTML Email Status Related list is available only for Leads, Contacts and Person Accounts which has the standard email field. if your question is about adding it to Person Accounts then you can go to Person Account page layout and add it. but if its for normal Accounts which doesn't have a standard Email field, you cannot ...


6

See the salesforce documentation on the Event object. It looks like you are trying to do a 'RecursDaily' type of event. According to the documentation above (and in particular the table located at the bottom of the page), that means you should also be populating the RecurrenceInterval field. So your code would be: Event newEvent = new Event(); newEvent....


6

For removing the actions in Lightning, Go to Setup->Object Manager then select the object. Go to page layouts and edit the Page layout currently assigned. Under "Salesforce Mobile and Lightning Experience Actions" you can keep the ones you need and remove the ones not needed (If the actions are not displayed, click on the "override the predefined actions"). ...


6

If you don't mind using undocumented REST endpoints, then yes! you can. Create POST /automation/v1/scripts Host: {{subdomain}}.rest.marketingcloudapis.com Authorization: Bearer {{authToken}} Content-Type: application/json { "name": "RestAPIScript", "key": "RestAPIScript", "description": "", "script": ...


6

There is no technical reason to make that decision. It depends on the business needs and the object itself. There is no reason to add a feature that your users won't use -- it just adds to clutter for admins and users alike. First, it is important to understand what an Activity is, and what it means to have activities. From the SOAP API documentation on ...


5

I can replicate the same thing that you are observing. I have a "workaround". I was able to reverse engineer the Go to List >> links on the related list when there are more than the default number in the list (more than 5 for me) on the page. I built the following URL: https://na15.salesforce.com/007?id=00Qi0000002djnG&rlid=RelatedHistoryList&...


5

The only way I could think of was adding a custom field to activities where you could input rich text, however, when I tried to simulate the steps, I found that it doesn't seem to be possible, you can't add a custom field of type Text Area (Rich) to activities, the option just isn't available where you would normally find that type of field. So my answer is,...


5

Background Very interesting question, it seems like what you're doing should work just fine. After some further investigation it appears that the Tasks child relationship subquery only returns tasks directly related to accounts by Task.WhatId where as your direct query will return all tasks related to the account by Task.AccountId (which is a formula field ...


5

select Id, Name from Contact where ID IN (SELECT RelationId from EventRelation where CreatedDate >= 2013-12-29T00:00:00Z and CreatedDate <= 2014-02-02T00:00:00Z AND Relation.Type='Contact')


5

Your question seeks to relate a task/event to ONE Contact and MANY Accounts... and this is currently not possible. Many Contacts (and, by extension, each of their Accounts) is possible, but to relate it to one Contact and to many non-Contact objects is not available.


5

It looks like you cannot query the object directly but you could query the parent of the EmailStatus, for example the contact and it's children records and filter it by account: Select Name, AccountId, (Select Id, EmailTemplateName From EmailStatuses) From Contact WHERE AccountId = '0018000000QbytrAAB'


5

I don't believe these objects are supported by Salesforce Analytics as per the Wave Data Integration Guide - Page 15. You can also see Unsupported Salesforce Objects and Fields via below link https://help.salesforce.com/HTViewHelpDoc?id=bi_integrate_salesforce_extract_transformation_unsupported_objects_fields.htm&language=en_US Import into Wave - Best ...


5

You can't relabel the Task.CallDisposition field. I attempted to outsmart the system and use Translation Workbench to provide a "translated" label in my own language but that didn't work either. I also tried to edit the metadata via Eclipse and received a denial error there too. It appears that your best option is to create a custom field with your desired ...


5

It looks your system admin profile may not have one of these permission:- License to access that managed package. Access to the visualforce page. Access to the class the visualforce page calls. Access to Task or Event object.


5

The reason you would de-select them is to make your custom object a Light Application Object, which could then allow you to use the Force.com App Subscription license type. Store Information That’s Unique to Your Organization Every custom object is classified as either an Enterprise Application object or a Light Application object. The difference between ...


4

AFAIK this is unexpected behavior and should be logged with support. There isn't any reason I've seen for why a list view button should behave any differently with respect to record type selection. Update and Workaround For reasons unknown (and which feel like a bug) all activity new task/event buttons skip the record type selection page.  As the ...


4

You would need to go and edit the page layout for the object you want to do this for. Find the Open Activities and Activity History related lists. Click on the Wrench Icon, and go to the Buttons section. There are checkboxes for all the buttons. Just uncheck the buttons you do not want to show. EDIT Thanks to @BarCotter, you also need to update the ...


4

Salesforce doesn't provide any way to track these things. As a developer you have to do this. We have setup for Genesys and Avaya in our organization and we have built CTI adapter for salesforce with genesys. Let me tell you few things, SF doesn't know your dialer. Its your responsibility how you implement it with Open CTI API. Sf will just pop up records ...


4

The object you should query is OpenActivity and ActivityHistory So your query should be SELECT Report_Country_L__c, (SELECT Owner.Name,ActivityDate,Status,istask,ActivitySubtype, Subject FROM OpenActivities WHERE ActivityDate = This_Year), (SELECT Owner.Name,ActivityDate,Status,istask,ActivitySubtype, Subject FROM ActivityHistories WHERE ActivityDate = ...


4

ActivityHistory is a read-only: This read-only object is displayed in a related list of closed activities—past events and closed tasks—related to an object so any modifications you want to do will have to be done through the Event or Task.


4

You will need to SOQL Contact first then feed the Tasks List with those ContactIds to get the related Tasks. Contact SOQL Contact[] cons = [SELECT id from Contact ]; Now, feed these ContactIDs to get related Tasks Tasks Task[] conTasks = [SELECT id, subject FROM Task WHERE Whoid in: cons]; System.debug('tasks:' + conTasks);


4

You can use an Apex Trigger which leverages the SObject.addError method. You should look into trigger best practices such as handlers, service/domain layer, etc, but the basic idea would look like: trigger Event on Event (before delete) { for (Event record : trigger.old) { record.addError('Customize this message'); } } One note, it's ...


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