activities's questions - English 1answer

209 activities questions.

We're looking for ways to get rid of some data in several orgs. One potential target would be the Task records that get created along with every EmailMessage. (I.e. the Tasks of which the Id is stored ...

I am trying to create one master data extension for multiple different event types like clicks, bounces, opens, and etc. Is there any documentation that leads toward this? Or if I have to join all ...

In my organization, we have a team called account management they have access to leave Activities on all opportunities. So, we need a report where account management didn't touch opportunities from ...

I am attempting to update a contact record using the Update Contact activity in Journey Builder. The attribute I wish to update is a date field. Is it possible to update with the current date? The UI ...

I'm trying to understand the Event sharing rules, as I have an Email Service that will run with minimal permissions and that needs to query Events by ID (event IDs will be present in the emails). ...

I am trying to create an Automation using SOAP API. So far I have managed to create Email Send Activity using "EmailSendDefinition" type and "SQL QUERY" activity using "QueryDefinition" type. For ...

How do you add new activity tabs on Leads in Salesforce Lightning? I'd like to be able to add calls/upcoming meetings. This is available in Salesforce Classic.

In activities I am running this script: <script runat="server"> Platform.Load("Core", "1.1.1") var NewReq = HTTP.Get("http://samplesite.com/sample.html"); </script> It always throws ...

I want to delete tabs in activities, and just let new task. Help me capture bellow :

I'm trying to send email from Apex using a VF Email Template. The <messaging:emailTemplate> tag in the template specifies recipientType='contact' relatedToType='MyCustomObj__c'. I'm using code ...

I am trying insert an Activity object from an external telephony system after a call is made however I am not seeing an API to call the Activity Object.

I'm trying to add an Activities section to this custom object, but I can't figure out how to get the Related List section to show Open Activities and Activity History so I can progress.

How do I, through the metadata, retrieve the picklistvalues assigned to a task recordtype, when the picklist is a global value set? I've tried with the following package.xml, however neither the ...

I have a Multi-pick list field in Activity, I want that field to be added in Compact layout of Task object. The Compact layout displays all the fields in the Available field section except Multi-pick ...

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...

I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, ...

I cannot get the log a call tab to appear on the lightning page. I am just using the standard activity component. It seems to apply to all objects, but for now we can just focus on opportunities. I'...

I am using a tool called "Declarative Lookup Rollup Summaries Tool" by Andrew Fawcett in Salesforce Enterprise Edition. I have a sales team that makes outbound calls. I am looking for a way to count ...

I am trying to set the RelatedTo field of activity to search in a custom object. In classic we can simply use URL hacking & custom button. But in lightning this solution is not viable. I tried few ...

We are launching a new salesforce instance and we have enabled email to salesforce for users. By default, the setting does not link the activity to opportunity. Any way we can update if for all users. ...

I have imported A,B,C,D User Event details in Admin User. those all user events are Showing in admin calendar view. like below Image. How can i see particular users details in separate tab like ...

Issue: Below is a part of my class for updating Activity Count fields. I want to only select the id's from closed Tasks and also closed Events. I have no clue why my two lists below give me the "...

I have so many activities created for one of my account. Some of the activities just do not have Due Date (empty) and Status as completed. When I tried to look for those activities in the account page ...

I am observing that the activities that past the due date are still displaying in the Next steps section in Lightning Experience. Please see the screenshot below. Is this a normal behavior? What I ...

I have a requirement to add a custom tab(create a new custom object record) in the activity composer along with new meeting, new to do and Email standard tabs. I was wondering if there is any ...

I have a script in SSJS that works fine inside a CloudPage (I use it for debug). For some unknown reason the same script doesn't work in Script Activity inside the automaton, without any error and ...

How can I add Send Email activity in Leads's record page for partner community portal. Post and Poll options are available but am not able to get email action in lead record page. Please somebody help ...

Hi everybody iam facing some issues. I want to create a sql activity which gives me the most recent record based on my date field called (created date) from DE: integration 2play and saves those ...

I Wrote This Apex Code to Get Records with Exact Address, City, Zip from a Custom Object Called Job profile . Now after I Get Records Having same field. Let's Just say i got 3 Records . From that ...

I'm struggling with the following problem: My goal is to create a task for an Opportunity once the Opportunity stage changes, which is set using the sales path. I'm using process builder to create the ...

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...

Can we delete file from SFTP Import folder after import activity? I have an automation that picks up the file based on name. The file is uploaded frequently on SFTP import folder and I have noticed ...

I have multi-language environment and I am having trouble regarding the translation of Subject picklist values. It looks like translation of subject field is provided only when inserting task via user ...

I have an event record E on my Opportunity O. E starts at 07/03/2018 11:00 AM and ends at 07/03/2018 11:30 AM. Before the event E appears in "Open Activities" and once the event start time is past ...

We used to have query and filter options under interactions / query activities and both options are gone. Could you please clarify if there is a new way to create query or filters or this is due to ...

Does anyone know what soql queries you would run on Task and Event equivalent to what salesforce uses to generate the Activity History and Open Activities related lists. The OpenActivity and ...

I am building a platform to analyse and delete some data matching a set of rules from our data extensions in marketing cloud and I was planning to use two different types of queries to perform the job....

I found that New Task, Log a Call buttons are missing from the activity in Lightning experience. I did added them to Mobile and Lightning Experience Actions section of the page layout. And also we ...

We have accounts OWD set to Private and OWD for Activities set as Controlled by Parent but people can still delete their activities on the Account for example if a call doesn't go well. How can I ...

We have a code that prevents us from closing a project if there are still open activities. The trouble is that it picks up the "Not Started" Status update on the Recurring Tasks Series, even when the ...

Lookups on Activity

1 answers, 325 views lookup activities
We are facing a limitation with the Activity object and hope that some of you have workarounds to offer. Use Case: We want the ability to link up to 5 records from a custom object from the Acitvity ...

I cannot create a new Activity History record when using message.setSaveAsActivity(true); so i added mail.setTargetObjectId(con.id); its working fine. but actual issue is when i am sending mail ...

One of the items I noticed is that the owner of the task cannot edit the task if it is assigned to anyone other than themselves Is this a standard feature or did I miss a permission set?

I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...

Strange behaviour with our Task Object today. When creating a new Task Record, the default values for all mandatory task fields are no longer populating. This is only happening on the Task Object ...

When I try to upload events via the Data Loader I receive the following error "Select an end date on or before 17/02/2020.: Recurrence End" in the csv file. The RECURRENCE START DATETIME is 2015-03-...

I have this following Visualforce Code : <apex:page standardController="Quote" extensions="abcController" sidebar="false"> <apex:detail /> <div class="relatedList"> <apex:...

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...

I have many leads and i want to send them introduction email about our company services. I will use Mass email function of Salesforce. My question is if any lead response on the email, can we capture ...

I have created a field on Activity History when I am writing data in it. It is throwing this error. Error: Compile Error: Field is not writeable: ActivityHistory.RelatedTo__c for(ActivityHistory ...

Related tags

Hot questions

Language

Popular Tags