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Sam Lim (Salesforce Consultant at GSD)
Feb 29, 2020, 5:16 AM
bulk delete tasks created by an engagement plan

Hi folks.

My client uses engagement plans that often create 30+ tasks. However, when an engagement plan gets deleted from an opportunity, it'd be nice if all it's related tasks also got deleted. Is there a way to automate this? It's very tedious for my client to manually delete these tasks.

Any help would be greatly appreciated!

8 answers
  1. Daria Chursina (UCP)
    Feb 26, 2025, 6:08 AM

    We faced the same issue, so I added a query in the Data Loader to filter tasks with the condition WHERE Status != 'Completed' AND (Subject = ' ' OR Subject = ' '). The task names were pulled from the Engagement Plan Tasks, which helped me narrow down the specific tasks to delete.

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Sharndeep Kaur (Senior Salesforce developer at Grazitti Interactive) asked in Mass Action Scheduler
Jul 26, 2021, 3:11 PM
Anonymous block-Apex Type Use

I have use case in which i have to update a picklist field of contact object.

Now what will be thought process to execute it. From my point of view ,what i did till now is created Report where all pulled all records (ie Contact id,picklist field).

And then under configure tab choose that report as Source.

 

Now as action i choose Anonymous Block as Apex Type-But how to write code in Block.

I am confused with fact that from Report i am getting all contacts along with field that i need to update so here inside i should just fetch the field by creating Contact object.

 

How exactly this code will work inside this block?

#Trailblazers #MassActionScheduler

Anonymous block-Apex Type Use

1 answer
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Sharndeep Kaur (Senior Salesforce developer at Grazitti Interactive) asked in Mass Action Scheduler
Jul 27, 2021, 7:49 AM
Anonymous block -Error

Why we we encounter this error and how to solve it.

"exceptionMessage: INVALID_SESSION_ID: Invalid Session ID found in SessionHeader: Illegal Session"

Any ideas?

This only happens I try to use Action type as Apex and Apex-type:Anonymous block

For others cases like quick action/PB its works fine

#TrailblazerCommunity #MassActionScheduler #Salesforce #TrailblazerCommunityHelp

2 answers
  1. Sharndeep Kaur (Grazitti Interactive)
    Jul 27, 2021, 11:12 AM

    Thanks for the reply,

    I found that the issue was with named credential settings.

    Use SOAP API instead of REST API when invoking anonymous apex · Issue #103 · douglascayers-org/sfdx-mass-action-scheduler · GitHub

     

    Or after doing this error got resolved that day but comes the next day,Then we can simply go to named credentail =-edit it (Without changing anything)-Hit save-->Bt this login window will open,you can just login with your mass action user and just continue.This error will be resolved

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Haemen Shah (Sr Manager, Technical Consulting - Personalization at Salesforce) posted in Mass Action Scheduler
Apr 2, 2020, 4:26 PM

I am done setting up the Mass Action Scheduler. I have a simple class with an invocable method that I would like to invoke. However, on selecting the source type as List view and Action Type as Apex, I don't see any actions. I have logged out and logged in multiple times but still can't see the options under Actions.

 

Has anyone tried this before?

 

Thank you,

Haemen

2020-04-02_11-23-53.png
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Doug Ayers (Principal Member of Technical Staff, Trailhead Content Engineering at salesforce.com) posted in Mass Action Scheduler
Jul 22, 2019, 6:33 AM

🎉 Hi everyone, I'm proud to announce Release 2.3 of Mass Action Scheduler 🎉

 

"Declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, and Apex to process records from Reports and List Views."

 

🔔 Greater insights to job runs with real-time logs and notifications

 

⚙️ Query more data with SOQL query sources using lookup field relationships

 

🐞 Squashed bugs

 

📈 And much, much more!

 

Check out all the details in the release notes linked below.

 

You can install the managed package from https://github.com/douglascayers-org/sfdx-mass-action-scheduler/wiki/Install-Package

 

Or, you can deploy the source code from https://github.com/douglascayers-org/sfdx-mass-action-scheduler/wiki/Install-Source-Code

 

Thank you all for your support and feedback to make this a better tool!

 

#AutomateAllTheThings #MassActionScheduler

Mass Action Scheduler 2.3

5 comments
  1. Marc Bourlon (CloudSmiths)
    Aug 12, 2019, 5:41 AM
    Hi @Doug Ayers, I really enjoy this fantastic package, and thank you mentally often! I couldn't find a setting for the level of notification, something like: get notification at each run, get notification when records were processed, get notifications on errors only. I can't even get rid of notifications, which, when you set a run every hour, but most of the time nothings happens, generate quite a few useless (for me!) notifications. I read the documentation few times, went throught all the app pages, and could not find anything. Did I miss something? Thanks.
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