Slaesforce FAQ

how to get user name for task in salesforce

by Prof. Edgar D'Amore MD Published 2 years ago Updated 2 years ago
image

If you want to get the name from a task you can use Who.Name l.Last_Contact_First_Name__c = t.Who.Name; I hope it helps you.

Full Answer

What is ID in Task Salesforce?

WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic.

How do I access tasks in Salesforce?

Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.

Can you follow a task in Salesforce?

You can auto-follow the records that you create, but you can't auto-follow tasks, events, or dashboards.

What is WhoId in task in Salesforce?

WhoId is the API name for the “Name” field on Activity-related objects. Users should look to populate this field when they want the task to be related to a Lead or Contact record within Salesforce. I typically refer to this field as the one that references another human, when it comes to my Task or Event.

How do I view someone else's task in Salesforce?

If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.

How do I share tasks in Salesforce?

In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users....Assign an existing activity to another UserClick Edit on the Task or Event.Enter an active User in the 'Assigned To' field.After saving, the User to which the activity is assigned will see the new activity on his or her calendar.

What is the difference between tasks and activities in Salesforce?

Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.

How do I use task manager in Salesforce?

0:263:20How to Use Salesforce for Project Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipOne way you can do this is by creating an onboarding drip campaign with journey builder. This wayMoreOne way you can do this is by creating an onboarding drip campaign with journey builder. This way you can send new emails or push notifications.

How do I set up tasks in Salesforce?

Set Up Tasks for Your Sales RepsEnable Recurring Tasks. ... Enable Task Notifications. ... Enable Simpler Task Form in the Salesforce Mobile App. ... Customize the Fields that Display on Tasks in the Activity Timeline. ... Enable Group Tasks in Salesforce Classic. ... Customize Task List Actions.

What is name field on task in Salesforce?

"Name" field in task means WHO which refers to Contact details which is provided by Contact and Lead object only in Salesforce. You can use "related to" field means WHAT to link task to Account or create a custom field in activities or I can tell you another alternative once you share your requirement.

What is WhoId and WhatID in activities ?*?

"WhoID" refers to people things. So that would be typically a Lead ID or a Contact ID. "WhatID" refers to object type things.That would typically be an Account ID or an Opportunity ID.

What is setTargetObjectId in Salesforce?

setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage. Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9