Slaesforce FAQ

how to remove events from past due in salesforce

by Nikki Lynch Published 2 years ago Updated 2 years ago
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Yes you can do it using future / queuable APEX. In the before delete trigger call the Future method which will undelete your event. trigger EventTrigger on Event (before delete) { MyEventUndeleterFutureClass.undeletEvent (JSON.serialize (Trigger.old)); }

Full Answer

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?

How do I edit an activity in Salesforce lightning experience?

From the activity row, click the dropdown arrow and editing options appear. 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 do I stop seeing multiple calendars in Salesforce?

If you want to focus on just one calendar, click the colored squares for the other calendars to stop seeing them. Click the square again to make that calendar reappear. A handy way to use a calendar is to see your Salesforce data as events on a calendar.

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Can you delete events in Salesforce?

Delete a meeting Log in to your Salesforce account. In Salesforce, open one of the following pages in the upper toolbar. Locate and click the scheduled event to open its details. Click Delete (this option can be found under "Action" as well).

How do I mass delete overdue tasks in Salesforce?

You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...

How do I delete an event series in Salesforce?

To delete the whole series of a recurring Events created in Classic, we need to open the Event series and then click the 'Delete Series' button.

How do I delete an event in Salesforce lightning?

0:070:42How to delete event under account in Salesforce #Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this guide we will learn how to delete event under account click & launcher click sales click onMoreIn this guide we will learn how to delete event under account click & launcher click sales click on accounts. Select account from below list for this guide we selected. Test select event click this

How do I mass delete in Salesforce?

From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”

Can you mass close tasks in Salesforce?

Do I have to mass delete or is there a way to do a mass close? Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.

How do I edit a recurring task in Salesforce?

For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.

How do I cancel my Salesforce account?

To delete your profile on Salesforce Stack Exchange, navigate to your user profile, then click the Settings link at the top of your profile page: Then, in the the column below that on the left side of the page, click the Delete profile link: Read through the information on that page.

How do I disconnect a Google calendar from Salesforce?

Locate the event in Gcal and using the Lightning for Gmail panel click the association check box to dis-associate the record and delete in Salesforce.

What is shared calendar?

Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule. When a coworker views your calendar, the details they can see are determined by the default access level.

Can you add multiple calendars at the same time?

Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars. Shared calendars make it easy to see when events overlap.

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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