8

The error message can be a little confusing, but this error can be thrown if your main object (relatedTo in your template) doesn't have the "Allow Activities" option checked. Checking this option will solve this issue. This error message should be modified to something like "SaveSetAsActivity is not supported on objects that do not allow activities."


8

Records shown as Activities in Salesforce are one of three kinds of sObject: Task (Log a Call, follow-up Tasks) Event (calendar events) EmailMessage + Task (emails) Additionally, the Task object has a TaskSubtype field, whose value causes Lightning's Activity timeline to display the task as a call, a task, an email, or a list email, with different visual ...


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"). ...


5

The OWD definition of Private for activities is little different than how it works for other objects . When you put private as an organization wide default for activities the following is true: Only the activity owner, and users above the activity owner in the role hierarchy, can edit and delete the activity, users with read access to the record to ...


4

I've noticed in most newer accounts the SF team will exclude adding certain interactions into Email Studio. A support member informed me that there is a default rule in their system that will have certain interactions excluded from Email Studio once they are activated in Automation Studio - but this can be changed. Summary: You should be able to access ...


3

If you are doing this from the Contact object, it should be straight forward, just create a new Action to send an Email. If you are doing this from another object like Account, Opportunity, etc... make sure you have a lookup field to Contact (or any other object in which you have a field of Email Data Type) and populate it with the desired Contact Create a ...


3

Here's the short answer: Add a WHERE clause to your task subquery: List<Lead> leadsWithTasks = [select Id, Activity_Count__c, (SELECT Id from Tasks) from Lead where Id IN :Leadids]; Make that (SELECT Id FROM Tasks WHERE ... YOUR_CRITERIA_HERE). You could also do some filtration on which Leads you ultimately query by checking, based upon the ...


2

Assuming you have a significant amount of subscribers, I broke this into two queries. I am sure there are many other SQL experts that could likely make this even better, but I think this should get the job done for you. YOUR DE: (NO_OPEN_6months) SubscriberKey | JobID | SubscriberID | EmailAddress | Sent Date | AccountID | Not_Opened I would ...


2

My solution to this is probably overkill, but without a way to edit the setting through the UI, I needed a way to access it. Using the Metadata API through the workbench, I was able to obtain the Activities.settings file for my org. Using the following package.xml file, uploaded through Workbench's Metadata retrieve. <?xml version="1.0" encoding="UTF-...


2

This isn't possible in journey builder as a journey represents the exact path a subscriber goes and isn't suitable for recurring tasks. To accomplish what you like to do you could create a scheduled automation in automation studio that queries the open tracking data view and updates the salesforce records accordingly. The activities you need for this task ...


2

There's no aggregation/grouping going on in your query there to do the "> 0" evaluation. Try this: SELECT csf.Id as SubscriberKey, csf.channel__c as Channel, COUNT(1) as HasHardBounced FROM Contact_Salesforce csf INNER JOIN _Bounce b WITH (NOLOCK) ON b.SubscriberKey = csf.Id WHERE b.BounceCategory = 'Hard bounce' ...


2

To add to @mohithshrivastava's answer Let's say you have OWD: Account private Case private Activity private Given ... Activity T added to a Case C with parent Account A Case C is owned by User U Group G includes User V All Accounts are shared to Group G No cases are shared to Group G Then .. User V, although they can see Account A ... Can not see the ...


2

Because of the complexity of the Activity objects, you're only allowed one lookup to a specific type of object (e.g. User) for custom activity lookup fields. There is no workaround or resolution. You won't be able to add another field that looks up to the same object.


2

You can write some AMPScript in the email and use CreateSalesforceObject function to create a record in the Activity (Task/Event) object. You must have Salesforce Marketing Cloud Connect set up as a pre-requisite


2

No need to query the _Sent data view. Since the JobID is part of the _Open data view, you can simplify it like this: SELECT distinct o.SubscriberKey from _Open o where o.jobid in ( 222861 , 222863 , 222865 , 222868 , 222869 , 222870 , 222871 , 222872 , 222875 , 222878 , 222889 , 222891 , 222893 , 222894 , 222895 , 222896 , 222898 , 222899 , 223022 , ...


2

What is the best way to determine the difference between the files? csvdiff can be helpful here (n.b. not my project, just something I've used). In addition to query differences, deleted records, or changes in field information is there any other reason why these two exports may be different sizes? I would guess at a pretty high likelihood that ...


1

Thank you for your interest in accessing the Task object from UI API. My name is Jonathan Au. I'm the PM for UI API. I'd like to let you know that this object is on our radar, but due to some complications related to the internal implementation of Task, enabling this object for UI API is not a straightforward process. At this time, we do not have a ...


1

I would highly recommend that you take care of this via SQL instead of AMPscript or SSJS as it would be much quicker and more efficient. Below are 2 sample snippets to help you to remove the commas and percentages and turn them into numbers. Comma: CONVERT(NUMERIC(10,0), REPLACE(r.Bounces, ',','') ) Input: 2,945 Output: 2945 Percent: CONVERT(NUMERIC(10,...


1

I think junction object is your only option off the top of my head. croprey noted that you can't make Task/Event be the parent of any object which only leaves you with heavier customization. To do this, I think you'd be creating a custom object that would duplicate the records in Task/Event so you can utilize lookups/junction objects. It's not a great option ...


1

I'd like to preface my answer with a warning that this is probably not going to be possible. That being said, here's some assumptions I've made (please correct if required) and an explanation for why it's not possible (without code): Assumptions You're trying to create 'Last Activity Date' on Account Activity Log is some custom object that replaces the ...


1

You need to pre-defined the from field in your email action. Then select the email address in specific field dropdown which you want to be default in your email action. it would work.


1

Task ts = new Task(); ts.Subject = 'test1'; ts.TaskSubtype = 'Email'; ts.ActivityDate = Date.today(); ts.Description = 'emailtest1'; ts.WhatID = AccountID; ts.WhoID = ContactID; ts.Status = 'Completed'; insert ts; I use this code for receive email so i can save received email to Activity history.


1

You can't use the Phone field in a formula. While I couldn't seem to find a specific document that addresses this, there is an Idea you can vote on. We have never been able to use the Phone field on Activity, necessitating additional logic, like triggers, to make this work.


1

Something like: SELECT a.emailaddres, CASE WHEN b.emailaddress IS NOT NULL THEN b.Count + 1 ELSE 1 END as Count FROM [DE1] a FULL OUTER JOIN [DE2] b ON a.emailaddress = b.emailaddress should do it for you. Might need to tweak it a bit as I had to do it off the cuff. This requires: DE1 to have field emailaddress DE2 to have a Count field and an ...


1

Activities are tracked using Tasks and Events. By definition: Activities include events and tasks. With Salesforce, track meetings and tasks together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities. You will need to look at Task/Event object for details on it. More details ...


1

So, I'm posting the results of a conversation with one of our DBA's this evening. He doesn't understand how it ever worked. Instead, he suggests you write it like this: SELECT dateadd(minute,dum.ID - 1, dateadd(day, dumday.ID - 1, dateadd(day, datediff(d, 0, [Date Debut Campagne]), cast([Heure Debut Campagne] + ':' + [Minute Debut Campagne] + ':00....


1

One possible solution is to create a formula field on the object in question: FLOOR((TODAY()-LastActivityDate)/30)*30 This will give you 30, 60, 90, 120, etc days since the last activity. From there, you can group this in a report. Note that if you simply were interested in the last three or four months, you could choose to summarize your report by adding ...


1

Through Formula field we cannot access Recordtype or even other attributes from What object (Related To). So, you need to create separate text field and during creation/updating of Task or Event, populate that field. Update historical records through dataloader.


1

Use the following process: For orchestration: From Setup, enter IoT in the Quick Find box, then select Orchestrations. Select an orchestration, and click Tracker button. Enter a key value, and click Start Tracker. For logs: From Setup, enter IoT in the Quick Find box Select Activity Log. References Troubleshoot New Orchestrations in Salesforce IoT ...


1

You need to also select the susbcriberkey in your query or make it not required. Try this: SELECT s.SubscriberKey ,s.EmailAddress as Email ,j.EmailName ,s.EmailAddress from _Job j INNER JOIN _Sent se on j.JobID = se.JobID INNER JOIN _Subscribers s ON se.SubscriberKey = s.SubscriberKey WHERE se.EventDate < GetDate()


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