New Task | Salesforce Trailblazer Community

Feb 21, 2024, 1:45 PM

Cant include free text field from form in task layout or notification e-mail

Hi all,

my form handler triggers a new task. The important information in the form handler is the free text field (salesforce comment field). In the triggered notification e-mail this field is not included. And since you cant costumise the task notification e-mail, this is no an option at all.

So i want to configure the task layout that it shows the free text field from the form. Right now, there is no way to include that field. I also cant assign that field to task layout template trough object manager. For whatever reason i also cant create new fields under "task", yet i can under "leads" for example.

So right now, the important free text field from the form is just invisible in both the notification email and the task layout.

#Sales Cloud #New Task #Custom Objects #Salesforce Field Service

2 answers

Pe Te
Feb 21, 2024, 6:54 PM
I did understand that. But the fields created in the activity object do not show up in pardot/webtolead as a custom field for my form handler (only fields created under lead show up in pardot/webtolead). So the field in activity is pointless if i cant fill it through a form or webtolead.

So how do i create a field in a pardot form that connects to a field created under activity object that can be used for task layout?

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Jan 29, 2024, 10:06 PM

Create a Task on associated Contact record when User is deactivated?

I have a #Flow that updates a few fields on the #User Object when the User is deactivated. Is it possible to also create a #New Task record on the associated #Contact Record to show that the User was deactivated? I've tried calling a Subflow, using a Create Records, and using a Create Task action, but nothing is working. It might not be possible due to a Mixed DML issue?

4 answers

Andrew Mondy (Kustom US)
Jan 29, 2024, 11:13 PM
If it is a mixed DML issue, one possibility is to add an Asynchronous path to the Flow and perform the User DML in the "Immediately" branch and the Contact / Task DML in the "Asynch" branch.

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Oct 4, 2021, 1:59 PM

Create a Task within the Activity Timeline

I see that I can create a new Event within the Activity Timeline, but how do I create an upcoming Task within it? (not just Log a Call?)

#New Task #Sales Cloud

19 answers

Tom Bassett (Vera Solutions) Forum Ambassador
Oct 13, 2021, 7:24 AM
The record type behaviour is explained here
https://help.salesforce.com/s/articleView?id=sf.actions_and_record_types.htm&type=5
A step by step guide in how to fix is provided by Salesforce here
https://help.salesforce.com/s/articleView?id=000314278&type=1

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Oct 11, 2021, 7:15 PM

Help comparing CreatedDate on apex test

Hey guys I have been struggling a lot trying to compare two times. My objective is to check if a Case created by a Contact is assigned to a Task with subject 'Call' if the Task was created by the same Contact in a period of time less than 2 minutes before the new Case. Something like this: IF Case.CreatedDate <= Task.CreatedDate.addMinutes(2) AND Task.Subject == 'Call'

AND Task.WhoId == Case.OwnerId == Contact.Id THEN Task.WhatId = Case.Id Does anyone have any clue on how to make a test for this and also some recommendations on how the trigger approach should be?

This is what I have so far and it is giving me null on both taskCreationDateTime and caseCreationDateTime

public static void taskAssignmentToCase() {
        Contact newContact = new Contact(LastName='Doe', FirstName='Joe');
        insert newContact;
        DateTime aDate = Datetime.newInstance(2021, 10, 11, 10, 0, 0);
        Task newTask = new Task(Subject='Call', WhoId=newContact.Id, Priority='Normal');
        insert newTask;
        Case newCase = new Case(Origin='Phone', OwnerId=newContact.Id, Status='New');
        insert newCase;
        Datetime taskCreationDateTime = newTask.CreatedDate;
        Datetime caseCreationDateTime = newCase.CreatedDate;
        System.debug(taskCreationDateTime);
        System.debug(caseCreationDateTime);
        Date caseCreationDate = caseCreationDateTime.date();
        Date taskCreationDate = taskCreationDateTime.date();
        System.assertEquals(true, caseCreationDate.isSameDay(taskCreationDate), 'Date of creation of Case and Task is not the same day');
        System.assertEquals(true, caseCreationDateTime.time() < taskCreationDateTime.time().addMinutes(2) && caseCreationDateTime.time() > taskCreationDateTime.time(), 'Case creation is not between 2 minutes from Task creation');
        System.assertEquals('Call', newTask.Subject, 'Task was not a call');
        System.assertEquals(true, newTask.WhoId==newCase.Id,'The task was nos realted succesfully to the new case created with a difference of less than 2 minutes');
    }

1 answer

Kermit Del Rosario (N/A)
Oct 12, 2021, 1:39 PM
Hi,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the group below to collaborate with the experts for best practice and advice.

developer.salesforce.com/forums#!/feedtype=RECENT&criteria=ALLQUESTIONS&

Hope this helps.

Regards,

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Aug 10, 2021, 11:58 AM

How do I create a flow that creates a task each time an account is created?

Hi, I'm new to flows and seeking some help creating this one.

Requirement is that each time a new account is created, a new task is created and assigned to the record owner.

I have 2 Account record types and only need the task created on one of them.

The accounts are created from a web-to-lead form and initially go to a queue before they'll be assigned to individual users.

The task is to be due 3 days after account is created.

#Flow #New Task #Flow Builder #Automation

I've tried many different things, but not understanding what I'm doing wrong. Thanks.

Some screen shots for reference of the latest version I was working on:

Screen Shot 2021-08-10 at 6.50.06 AM.png

Screen Shot 2021-08-10 at 6.50.42 AM.png

Screen Shot 2021-08-10 at 6.50.34 AM.png

2 answers

Sean Kiernan (Builders FirstSource)
Aug 11, 2021, 3:50 PM
Thanks Matthew. That didn't seem to solve the issue, but one of my teammates was able to figure it out.

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Jul 30, 2021, 10:55 AM

Workflow rule

Salesforce Workflow Objective: Send an email alert, within 45 minutes of a meeting with a Contact

Object Selected: Contact

Description: Send an Email Reminder to my Lead before all of my scheduled meetings Evaluation Criteria: Created, and any time it’s edited to subsequently meet criteria Workflow Rule Criteria: Field Name “Minutes Before Meeting” is less than or equal to 45 Workflow Automation:

Email Alert: Send Email Alert with meeting details

Can anyone solve it 🤔😅

#Community #New Task

2 answers

Roshni Zulzule (Persistent Systems India)
Jul 30, 2021, 11:28 AM
This is an example of Time Based Action workflow, while selecting Action Type just go for Send Email, And for Time scheduled Action you need to convert 45minutes into hours you can get some references on the below link:
https://www.simplysfdc.com/2016/08/salesforce-working-with-minute-hour-day.html

Also, you can refer
http://morecpq.com/index.php/2019/03/06/the-5-minute-time-based-workflow-or-15-minute-or-30-minute/

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Jul 16, 2021, 1:08 PM

Adding a custom field when creating a task in the activity section

I've been trying to add a custom lookup field I created to the "new task" in the activity section. I've added it to the global actions and to the task page layout. It appears in the task layout and when creating a task on the task page. But, when creating a task in the activity section (in an opportunity for example) it doesn't appear there. Any ideas?

Adding a custom field when creating a task in the activity section

#New Task #Sales Cloud

12 answers

Joey Sternbuch (Pro Pump Corp)
Jul 16, 2021, 3:00 PM
Yes I made sure to add the correct one.

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Jul 9, 2021, 6:37 PM

How to automatically delete multiple tasks when assigned to a group?

Hello. As you may already know, you can create a task on an opportunity and assign it to a public group. When you do that, the sames task is created for every user on that group. Is there a way to make it that when an user solves one of those tasks the rest of them close automatically? Thanks a lot. #Salesforce Admin #Task Object #New Task #Task Management #Open Tasks

2 answers

Manoj Nambirajan (Dell Technologies) Forum Ambassador
Jul 11, 2021, 8:28 AM
Hi Jair,

Does setting up salesforce task list views help your request to have a way to close multiple tasks?

Below link has some details..

https://starrdata.com/our-salesforce-best-practice-of-the-week-how-to-close-a-lot-of-salesforce-tasks/

we need to find a way to build a listview that can cover these tasks for mass closure

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Jul 6, 2021, 1:37 PM

How to edit page layout for 'Log a Call' on Lightning?

Hi, we recently transitioned to Lightning and we used the 'Log a Call' feature frequently in Classic. We had an 'assigned to' field that we really need but on Lightning, a small pop up window comes up when you click 'log a call' and the only fields are: Subject, Comments, Name, Related to. Does anyone know how to edit the fields/layout that display in this pop up? Thank you in

#New Task #Log Call Action #Sales Cloud #Marketing Cloudadvance!

6 answers

Seyran Mammadov
Jul 6, 2021, 1:45 PM
Hi Janelle,

If I understood your question correctly, you need to go to Setup/Global Actions/Click Layout hyperlink next to Log a Call.

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May 18, 2021, 9:36 PM

Hi!

Has anyone added an action to the mobile layout to create a new task? We just added it to our Accounts page and it loads on iOS the first time it's pressed, then fails to load the new task form until the cache is cleared.

Working fine on Android. Any tips?

1 comment

Wade Lovell (CognitionHive)
May 24, 2021, 3:28 PM
@Jason First, no, I have not. However, I was working on something else on the iOS simulator last week and noticed its excellent debug functionality. Have you tested it on the simulator for the iPhone version(s) where you're having an issue?

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