trigger pullWhoFieldsOnTask on Task (before insert, before update) { // Goal: Pull any fields to display on task from the related contact or lead // If related to an Opportunity, query to find out the Opportunity number // Create collection of tasks that are related to an opp (where the opp is listed only once) Set<Id> myIds = new Set<Id> (); for (Task t : trigger.new) { String wId = t.WhoId; if (wId!=null && (wId.startsWith ('003') || wId.startsWith ('00Q')) && !myIds.contains (t.WhoId)) { myIds.add (t.WhoId); } } // Pull in lead ids and related field to populate task record List<Lead> taskLead = [Select Id, Name, Email, Company from Lead where Id in :myIds]; Map<Id, Lead> opMap = new Map<Id, Lead> (); for (Lead l : taskLead) { opMap.put (l.Id,l); } // Pull in contact ids and related field to populate task record List<Contact> taskContact = [Select Id, Name, Email from Contact where Id in :myIds]; Map<Id, Contact> conMap = new Map<Id, Contact> (); for (Contact c : taskContact) { conMap.put (c.Id,c); } // Update custom task field with custom lead field for (Task t : trigger.new) { String wId = t.WhoId; if (wId!=null && wId.startswith ('00Q')) { Lead thisLead = opMap.get (t.WhoId); if (thisLead!=null) { t.Description = thisLead.Name; t.Who_Email__c = thisLead.Email; } } else if (wId!=null && wId.startswith ('003')) { Contact thisContact = conMap.get (t.WhoId); if (thisContact !=null) { t.Description = thisContact.Name; t.Who_Email__c = thisContact.Email; } } } }
How do I Mark tasks as completed in Salesforce lightning experience?
Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
How to generate leads in Salesforce?
You can also add leads by importing a file into Salesforce or through an automatic process, such as a Web-to-Lead form that collects leads from your business website. Some companies assign leads automatically, such as by assigning leads to owners based on the lead’s geographical location. Other companies initially assign all new leads to a queue.
How to add new activity in Salesforce Mobile and lightning experience?
As you want to add Log a call, New task, New event action on the activity tab, You can add it through adding these actions to salesforce Mobile and Lightning experience action by editing the page layouts. Thanks for contributing an answer to Salesforce Stack Exchange!
What are the global quick actions in Salesforce lightning experience?
The Global Actions menu () in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout, except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.
How do I create a task on lead in Salesforce lightning?
You can also create tasks from other locations in Salesforce....To create a task, do one of the following.Click New from the My Tasks section of the Home tab.Click Task from the Create New drop-down list in the sidebar.Click New Task from the Open Activities related list of an associated record.
Can you add a task to a lead in Salesforce?
As you want to add Log a call, New task, New event action on the activity tab, You can add it through adding these actions to salesforce Mobile and Lightning experience action by editing the page layouts.
How do I create a task on lead?
To create a task, open a deal from one of your lead or opportunity pipelines by clicking the deal card. Note: Only users with the permission to create tasks in Teamwork will be able to use this feature....When creating a new task to associate with the deal, you will need to enter:Task name.Assignee.Start date/ end date.
How do I add tasks to a lightning page?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How do I add a task to an activity in Salesforce?
1:027:47New Task not appearing under Activity even though it is added ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd this is the new task we are looking at so if you click on that. And click Edit and we see hereMoreAnd this is the new task we are looking at so if you click on that. And click Edit and we see here like a type master. We're going to create master data type alright alright so we are clear on that.
How do I create a task via process builder in Salesforce?
Go to Setup and enter Process Builder in the Quick Find search bar.Select Process Builder.Click New to create a new process.Name your process and select When a Record Changes for “The Process Starts When”.Click Save. ... Select “when a record is created or edited”, then click Save.
Can we create task using process builder?
You can create the "Task" From "Lead" by a Trigger or Workflow or Process Builder or Flow. But whatever you takes, the thing is the "Related To" Field is uneditable to the user for the Lead Object itself...
What is Task CRM?
The CRM tasks feature allows you to create reminders in your customer accounts that sync with your calendar. You can set up tasks for yourself or assign them to one of your team, and also send an email reminder.
How do I use task lightning in Salesforce?
0:524:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipHe can see the key details of each task in the list. And when he selects a task he sees full detailsMoreHe can see the key details of each task in the list. And when he selects a task he sees full details on the right to focus on tasks due today he changes the list view.
What are tasks in Salesforce lightning?
Tasks tab—Shows task list views, including tasks due today, all your open tasks, overdue tasks, and tasks recently completed. Home page—A filterable compact view of up to five tasks. Records—To view and edit tasks, use the activity timeline in Lightning Experience or the activity related lists in Salesforce Classic.
How do I add a task tab 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.
What is lead in Salesforce?
Many of your leads can be referred to you by other happy customers. You can also gather leads when customers contact you on your website, stop by your booth at a conference, or through information exchanges with partner companies. In Salesforce, information about leads is stored in Lead records.
What does it mean when a lead is converted to an opportunity in Salesforce?
When you convert a lead, Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity. If you’ve enabled person accounts and the lead record didn’t include a company name, the lead is converted into a person account and an opportunity.
Why use leads in pipeline?
But there are some big advantages to using leads. You can better track, report on, and target marketing campaigns to prospective customers .
Can you qualify leads faster?
Some businesses choose to qualify leads more quickly than others . The exact criteria for qualifying and converting leads are part of your company’s unique business process. When you qualify a lead, you can convert the lead record into an opportunity.
Can you use Process Builder to automate the standardization of opportunity names?
Or, if a user creates an opportunity by converting a lead, Salesforce appends the account name to the name of the new opportunity automatically. Now that you’ve converted your lead, you’re ready to work on the deal.
Where are actions displayed in Lightning Experience?
In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
Where do chatter actions come from in Salesforce?
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
What is chatter tab in Salesforce?
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Where can I find actions on recommendations?
On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation. The actions that appear depend on the type of recommendation.
Can you add custom buttons to a list view?
Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed. To have a custom button appear on a list view, add the button to the object’s List View search layout.
