Drag the activity into an automation just like any other activity, then click Choose. Click Create New Query Activity. Give the query a name, external key, and description.
- Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.
- Step 2: Select Fields and Create Conditions. ...
- Step 3: Review the Data Schemas.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.
How to add multiple contacts to an event in Salesforce?
When you have multiple contacts on an event, Salesforce creates entries in the EventRelation table. It will create on eventrelation only when you click on 'Add to invitees' but we are not using eventrelation. Thanks for contributing an answer to Salesforce Stack Exchange!
What is a task in Salesforce?
A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on. A task may not have any specific time period or time duration for completion.
How do I query activity records in Salesforce?
Salesforce archives activities (tasks and events) that are over a year old. You can use queryAll() to query on all TASK and EVENT records, archived or not. You can also filter on the isArchived field to find only the archived objects.
Can we query on activity object in Salesforce?
you can only run your SOQL queries either on Tasks or Events.. I believe Activities/Activity is a single logical object type holding both Tasks & Events.. and Tasks and Events are the concrete physical object types that you can run your queries on..
Can you run SQL queries in Salesforce?
Salesforce allows you to execute your Salesforce SQL (SOQL) queries either by using the Query Editor or as part of the Apex Code.
What is activity object Salesforce?
By definition: Activities include events and tasks. With Salesforce, track meetings and tasks together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities. You will need to look at Task/Event object for details on it.
What is SOQL and SOSL?
A SOQL query is the equivalent of a SELECT SQL statement and searches the org database. SOSL is a programmatic way of performing a text-based search against the search index. Whether you use SOQL or SOSL depends on whether you know which objects or fields you want to search, plus other considerations.
What is WhoId and WhatId in activities *?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
How do I query an object in Salesforce?
Use SOQL when you know which objects the data resides in, and you want to:Retrieve data from a single object or from multiple objects that are related to one another.Count the number of records that meet specified criteria.Sort results as part of the query.Retrieve data from number, date, or checkbox fields.
What is difference between SQL and SOQL?
In SQL, the data is stored in database tables whereas the data in Salesforce is stored in the form of objects. SOQL is used primarily for querying the Salesforce database and retrieving the records. It does not allow data modifying statements like UPDATE, INSERT, etc.
How do I run a query in Salesforce inspector?
1:484:25How to Query Data Using Salesforce Inspector - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd tell you if you're typing in a field that doesn't exist so for example if i just say select id.MoreAnd tell you if you're typing in a field that doesn't exist so for example if i just say select id. Name from product. So first of all notice as i started typing in the object.
How do I see activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
What activities can you track in Salesforce?
Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports. Review additional considerations for activities.
What is activity type in Salesforce?
Activity is pretty unique in Salesforce.com, it consists of two objects: Event and Task, but it have almost similar structure. When you add a custom field for Activity, instead of click Event field or Task field, but you will find a menu Activity Custom Fields under Activities menu.
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
