What are task/event features 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. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
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.
Which fields are exclusive to Salesforce call center API?
Task fields related to calls are exclusive to Salesforce CRM Call Center. Also, query (), delete (), and update () aren’t allowed with tasks related to more than one contact in API versions 23.0 and earlier. reference Filter, Group, Nillable, Sort Represents the ID of the related Account. The AccountId is determined as follows.
How to get the isclosed value of a taskstatus?
Each predefined Status field implies a value for the IsClosed flag. To obtain picklist values, query the TaskStatus object. This field can’t be updated for recurring tasks ( IsRecurrence is true ). Type combobox Create, Filter, Nillable, Sort, Update The subject line of the task, such as “Call” or “Send Quote.” Limit: 255 characters.
How do I query an activity object 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.
What is the use of task object in Salesforce?
If a user relates the task to an object other than an account, Salesforce determines the account on the task as follows. Suppose that a user relates the task to an opportunity, a contract, or a custom entity that belongs to an account. Salesforce uses that object's account as the account for the task.
How do I query an event in Salesforce?
You can use the Query Editor in the Developer Console to execute a Salesforce Object Query Language (SOQL) query....Query Event Log Files in Developer ConsoleClick File | Open.Under Entity Types, select Objects.In the Filter the repository field, type EventLogFile .Select EventLogFile under Entities.Click Open.
How do I create a task object in Salesforce?
Click on the gear icon on the top right. Click on Setup. Click on Object Manager....Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
What is WhatId and WhoId in Salesforce?
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.
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 query a salesforce file?
Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...
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 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.
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.
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.
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.
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.
