#Tasks2 discussing

Hi Trailblazers,

I'm facing an issue with Experience Cloud

and would appreciate your help. 

Scenario

Portal users create Tasks directly from the Experience Cloud portal. They do not have access to the Salesforce org.

They can access an Account record, but they can only see the Tasks they created themselves. They cannot see Tasks created by other users (internal users or other portal users), even though those Tasks are related to the same Account.

Current Setup

• Activity OWD = Controlled by Parent
• Portal users have access to the Account record.
• Tasks are related to the Account (WhatId = Account).
• Portal users have the required object and field permissions.

Issue

• If a portal user creates a Task for an Account from the Experience Cloud portal, they can see that Task in the portal.
• If another user creates a Task for the same Account, the portal user cannot see it in the Activities related list. They only see the Tasks they created.

Is this the expected behavior with Activity OWD = Controlled by Parent

, or is there any additional sharing or configuration required to allow portal users to see all Tasks related to the Account? 

Any guidance would be greatly appreciated.  

Thank you! 

Background:

A document requires reviews to happen by specific reviewers in a specified timeframe. In order to observe bottlenecks, analyzing how long a specific reviewers take to review is paramount. There are two different review "environments" or workflows.

• One is a Sequential workflow, where once the document is Issued (captured in Issue Date), the first reviewer's clock starts. Once that reviewer closes their task (captured in Closed On) then the second reviewer's clock starts, and so on.
• The other is a Parallel workflow, where once the document is issued, then everyone can simultaneously review the document - i.e. everyone's clock starts until they close their task.

The parallel workflow is an easy capture, I can create a calculated field that basically says, "If the workflow type is parallel, then use the DATEDIFF function using the Issue Date and the Closed On date to find the time to review." Boom, done.

But, the sequential workflow is a little more complicated (but hopefully not for you reading this post). There are two different calculations that need to happen, and I can do this easily in an Excel sheet, but that is not where I am pulling the data from. Essentially if:

• The reviewer is the first in the workflow (Task Sequence = 0), then use DATEDIFF with the Issue Date and Closed On date - easy.
• The reviewer is the 2nd, 3rd, 4th, nth reviewer, then I need to use the DATEDIFF function with the Closed On date of the (n-1) task sequence and the Closed On date of the nth task sequence.

Example:

What do you guys think? Would love to be able to make this happen.

In the end it will all combine into a large IF statement to keep it all (parallel and sequential) in one column - oh and make it so that it is only working days, too .

Using Tableau Desktop 2018.3.

Hi there, 

We are planning to implement the Action Plan object within our Org. However I am having challenges showing the activities related to that object within the Quip document. The onlly option that is feasible on our end is using the @Salesforcetask Quip live app. Then everytime we are using the Task live app a pop up box shows up saying " The Salesforce Tasks app will be retiring soon. Please contact your Quip administrator for support." Just wanted to know when it is retiring and is it really retiring? Or Do you recommend an alternative. I might be missing something here. Please advise thank you! 

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