Slaesforce FAQ

how to query activities in salesforce on contact

by Vesta Schmidt Published 3 years ago Updated 2 years ago
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What are events and tasks in Salesforce?

Events, tasks, and calendars in Salesforce are related to records and profiles like accounts, contacts, leads, opportunities, and cases involved in customer servicing. What are Events in Salesforce?

Can a user be invited to an event in Salesforce?

They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?

What is the difference between Outlook and Salesforce events?

These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on. Events, tasks, and calendars in Salesforce are related to records and profiles like accounts, contacts, leads, opportunities, and cases involved in customer servicing.

Do you have field history tracking for the owner on contacts?

We have field history tracking enabled for the Owner on contacts. When I query the ContactHistory table, I see two records for every change - one has the old and new user ID, and the second has the old and new user name.

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How do I query activity in Salesforce?

Follow these steps to configure a Salesforce Query activity: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.

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..

How do I query active users in Salesforce?

How to find Active users count, Inactive users count and whether users are assigned to the profile in Salesforce?Execute the below code in Developer Console. ... Open the log.Select Debug Only.Press CTRL + A.Paste it in an excel file.Copy only the Debug statements.Paste it in a note pad file.More items...•

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.

How do I query data in Salesforce?

Salesforce – Viewing Data in the Developer ConsoleAll of the object's fields display. Select the fields you would like displayed in the result list. ... Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.

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.

How do I create a user activity report in Salesforce?

Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...

How do I use SOQL query in Salesforce?

Execute a SOQL Query or SOSL SearchEnter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute. ... Warning If you rerun a query, unsaved changes in the Query Results grid are lost.

What is a SOQL query?

What Is a SOQL Query? SOQL stands for Salesforce Object Query Language. You can use SOQL to read information stored in your org's database. SOQL is syntactically similar to SQL (Structured Query Language). You can write and execute a SOQL query in Apex code or in the Developer Console's Query Editor.

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 connect SQL to Salesforce?

In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.

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.

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