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#Tasks0 diskutieren mit

I want to obtain Subject picklist values on Task object using the UI-API. 

 

I used the below API:

 

/services/data/v52.0/ui-api/object-info/Task/picklist-values/<record_type_id>

 

This returns various picklist values, except Subject

 

I tried even below API:

/services/data/v52.0/ui-api/object-info/Task/picklist-values/<record_type_id>/Subject

I receive this error: Field Subject is not a picklist

However, I see Subject as a field under Task record types.

 

What is the consideration here? #User Interface API #Tasks #REST API #Salesforce Developer

4 Antworten
  1. 14. Sept. 2021, 12:32

    Hi Sohan,

     

    Here's my understanding,

     

    This could probably be because of the type of Subject field. Task.Subject field is of data type= combobox and not picklist. Also, if you look at the field on page layout, it doesn't look like a picklist field, instead it looks like a lookup field.

     

    Hence, Data Type of Subject field could be the reason due to which it's not appearing in the results.

     

    If you've already sorted the issue, then please do let us know as well.

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We have a flow that creates a task when a form submission comes into a lead/contact and that lead/contact gets routed to a BDR, the task is then assigned to the BDR that the record was routed to. I have an ask to update that same task with a Stage field that would mimic that of the lead/contact record and if the stage is disqualified, then to include the disqualified reason field on the task as well. I can't get a formula fields or lead/contact flows to play nicely between objects and a task flow only would be triggered if the task is updated but that's not the case here, we would update the lead to disqualified which would not prompt a task flow to fire off. Any suggestions?

 

@Salesforce Flow Automation 

1 Antwort
  1. 27. Aug. 2024, 13:07
    @Austin Magill

    You would need to create a record triggered flow on the lead/contact object.

    Get records elements to get the related task and then a decision to check if the lead/contact is Disqualified, and then an Update record elemtent to update that task (from Get records)

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Looking for ideas and inspirations for tasks to queue in Salesforce triggerd by Account Engagement

 

Hey Community,

 

I'm working with Account Engagement and figured out some cases for my company where it would be useful to assign Tasks to a queue based on rules in AE Studio.

 

Example Setup:

  • Account Engagement Studio has a journey with different rules and actions
  • Based on some rules it would be really nice to assign a task to a specific salesforce queue
  • e.g. if Rule A = true, then create task to "service call team" queue for calling the contact
  • OR if Rule A = false, then create task to "administration team" queue to create specific documents

This is only a simple example and I solved it currently with the salesforce admin to create a flow in Salesforce and assign a task to a queue.

 

Example:

  • Account Engagement Studio journey Rule A = true -> set value for custom_field_A = true; if Rule A = false -> set value for custom_field_A = false
  • Flow in SFC triggerd by field changes and check if value is true or false
  • If value in SFC field ist set to true it creates a task to the "service call team" queue

What questions I've in mind to disccuss?

  1. What could be a smarter solution to assign tasks to a queue?
  2. Maybe it could be solveable in a more general way, like -> Account Engagement is assigning a prospect to a list/campaign with values like a table
  3.  
queue | topic | detailed information | due dateCall center, call contact, customer ist asking ... bla bla, 2024-07-20Office team, create document, create specific document, 2024-08-15

Salesforce flow will check this information continously and will create tasks for specific queues based on queue column.

 

Just an idea, what do you think, would it be possible?

 

3. Can a user assigend task assigned to a queue by some automation anywhere based on subject content for example?

 

What's the background behind this ideas.

  • Ensure representability in a team.
  • Staff changes have no effect on flows/journeys being adjusted.
  • Tasks can be assigned independently of the assigned user.

I'm curious about your thoughts and solving ideas.

 

Enjoy your day,

Frank

 

#Trailhead Challenges  #Flow  #AccountEngagement  #Pardot B2b Marketing Automation  #Journey Builder  #Automation  #Tasks  #Queue

3 Kommentare
  1. 4. Aug. 2024, 03:59

    This might be a bit late, but you can use Account Engagement External Actions to call an Autolaunched Flow directly. Once you are in the Flow, you can create the Task however you want, with whatever fields from the Prospect you want (as long as you pass them in via Input Variables).  You could then send highly customized notifications to slack/ms teams as you see fit.

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Hi, 

I'm working on getting Tasks assigned to the correct Matter, however, when a user has to search for a Matter (when it's not shown in recent Matters), they cannot select the matter to assign it to the tasks. The only option is to open the Matter in another window. 

 

Is there a way to make that field selectable in the object? 

Thanks! 

 

#Salesforce Admin  #Tasks

2 Antworten
  1. 27. Juni 2024, 14:45

    That's where the issue occurs. Only the 5 most recent matters are showing up as selectable. Once a user types a name in to search and hits the magnifying glass to find it, they are not able to select the matter. It will only open the matter in another tab. Is there a way to select the matter from the search? 

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📣📡 Difference Between WhoId and WhatId in Salesforce

In the realm of Salesforce, understanding the intricacies of its data model is crucial for effective customization and utilization of the platform’s functionalities. Among the nuances lies the concept of polymorphic fields, particularly evident in the Event and Task objects through the whoid and whatid fields. These fields play a pivotal role in associating records with various objects, enabling flexibility and efficiency in managing sales and customer interactions. In this blog post, I will delve into the disparities between whoid and whatid, shed light on their polymorphic nature, and provide examples of SOQL queries to leverage their capabilities.

https://sudipta-deb.in/2024/03/difference-between-whoid-and-whatid-in-salesforce.html

 

#Tasks #Events@The Blog Group

2 Kommentare
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I’ve read there is now available a To Do app that works with tasks.

https://help.salesforce.com/s/articleView?id=sf.to_do_list.htm&language=en_US&type=5

But in my Admin Setup I can’t see an option to activate this. I’m on Power of Us Enterprise License, primarily using NPSP.

#NPSP #Tasks
2 Antworten
  1. Steven Trumble (Skie) Forum Ambassador
    6. März 2024, 01:06

    Do you have a utility bar in your lightning app? go to app manager and add to do list to your utlity bar

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We have an object that users get 'Requests' (kinda like a case) and when the request is assigned to their queue they have several stages it goes thru before it is considered complete. In the process of working requests there may be a need to ask the person who submitted it for more information. The request stalls until the submitter provides the detail needed. 

 

Today the team who work requests asked for the activity feature to be enabled. They create a task for the submitter and assign it to them. The submitter gets a Salesforce notification when it is assigned to them, but the request owner does not get notified back when the task is marked 'Complete'.

 

I understand we would have to build a flow to manage that, but before I do that is there a better way to manage this instead of using tasks? What other way would work to manage the process of collecting more information from the submitter?

 

#Tasks  #Workflow

1 Antwort
  1. 23. Feb. 2024, 21:28

    Hi Brooke,

     

    I'm not sure what the best way to do it would be, but I have 2 solutions.

     

    1. Have the Submitter set the Task Stage back to 'New' or whatever stage alerts the User.

     

    2. Create a custom object and add it to the Lightning Page using the 'Related Record' Component. Then, you can have the submitter fill out that information directly from the Task Record Page. From there, you can either automatically or manually have them trigger an alert.

     

    Thanks,

     

    Nick

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Is it possible to create a button (or other function) on the Task page where:

  1. User clicks button
  2. Email Global Action (or equivalent) launches on screen
    1. Ideally the To: field will populate with the Email of the WhoID for the Task
  3. When user sends email then update Task Status to Completed, Task Type to Email: [Subject of email], Comments to [body of email], and Due Date to today.

I'm shocked this isn't a standard function, or maybe it is and I can't find it.

6 Antworten
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    27. Apr. 2023, 07:11

    I never even thought of this scenario :)

    One thing I can think of is to create a screen flow with mandatory email fields (To address, subject, body). You can then add a Send email action to the flow after the screen and an Update record element to update the task you're on (you will need a record variable called recordId, spelled exactly like that, all in lower case except for the I).

    You can now add a Quick action to the Task object and select the screenflow.

    I've never tried this, but it should work, however, I don't think you can pick an email template this way, however, you could use some Text Template elements to create some templates users can choose from maybe in a drop down first, then the Body field could default to it

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Hi guys,

I am not familiar with tasks too much, and wonder whether there is some sort of Trailhead or so?

Because I have the following use case:

A small group of people with a certain profile and role assign tasks amongst themselves, to do certain jobs on cases.

As soon as one of the is on holiday, or on sick leave the others (or at least their team leader, that yet does not have a different role or profile) need to be able to reassign ownership to others in their group.  Activities, their sharing and behaviour have always been a bit of a mystery to me. That's why until today I tried to avoid. But now I need to know, what is possible, and don't find aggregated ("good") info.  Any input from you, as you probably had such a challenge already? Or any links to good documentation?

Thanks and regards, Jo

#Task Management  #Task Ownership#task sharing #Tasks

5 Antworten
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How can I change the status of a single task in a series? I saw an article link on another page, but the article had been taken down? If I have a series of recurring tasks over the course of the year, it makes sense that I would want to complete the task for January when it was done, so it wouldn't stay in my Open Tasks. 
9 Antworten
  1. 19. Mai 2023, 16:48

    @Seban Babu Based on what SF stated, I don't believe it would be automatic. you'd have to set something up to trigger it to change to completed or manually update.

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