Slaesforce FAQ

how to use events in salesforce

by Dr. Evans Mraz V Published 2 years ago Updated 1 year ago
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Well, an Event will sit in the Upcoming & Overdue section and then will automatically drop into the Past Activities section below marked by month and year of occurrence. That means there’s nothing that the user needs to do. Simply log the New Event before it transpires, and then Salesforce takes care of the rest.

Full Answer

How to create a task or an event in Salesforce?

Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.

What are the lightning events in Salesforce?

  • Salesforce Lightning Events Part 1 - Component Events Introduction
  • Salesforce Lightning Events Part 2 - Building Component Events
  • Salesforce Lightning Events Part 3 - Bubble and Capture Phase
  • Salesforce Lightning Events Part 4 - Understanding Container Components
  • Salesforce Lightning Events Part 5 - Application Events Introduction

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What are trigger events in Salesforce?

Use platform events in the following cases:

  • To send and receive custom event data with a predefined schema
  • To publish or subscribe to events in Apex
  • For the flexibility of publishing and processing events on and off the Salesforce platform

What are the opportunities in Salesforce?

  • Opportunities may have quotes, proposals and orders.
  • Using Opportunities we can forecast sales in an organization.
  • Opportunities are one of the most widely used and heavily customized objects on the platform.

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How do I use an event in Salesforce?

To create a component event in salesforce, navigate File -> New -> Lightning Event in developerconsole. Name the event, enter the description and click submit to create lightning event. The attribute type is the one that will differentiate Component event from Application event. The events can be fired from controller.

How do you add an event in Salesforce?

Creating an EventSelect the relevant page or page element.Select an event in the Events pane ( ). ... Click. and select an action in the Choose an Action list that appears.Set the other available properties for the action, such as: ... Click Save.Add more actions if required.

How do I access events in Salesforce?

Click the App Launcher menu. Search for Calendar. Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page). Click on the gear icon within the Events page.

Why do we use events in lightning?

Application events are used when you need two independent component to communicate with each other i.e. they don't need to be in the component hierarchy or nested within each other. Application events are handled by all components that are listening to the event.

How do I create a task and event in Salesforce?

0:052:47How To Create A Task or Event in Salesforce Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipYou can create a new task for them right over there okay and you can create a new event. And you canMoreYou can create a new task for them right over there okay and you can create a new event. And you can log a call right over here okay what I'm gonna do is actually go and create a new task.

How do I create a calendar event in Salesforce?

Create an Event in a Public Calendar in Salesforce ClassicOn a calendar view, click [Change] to switch to a public calendar.Choose the time and date of the event: On the day view, click a time such as 9:00 AM to add an event. ... Enter the details of your event.Click Save.

What is an event in lightning?

A component event is an event that is fired by a lightning component. A component event can either be handled by the component itself or it can be handled by any other component which is present in the hierarchy that receives the event.

How do I view platform events in Salesforce?

View Event Subscribers From Setup, enter Platform Events in the Quick Find box, then select Platform Events. Click your event's name. On the event's definition page, the Subscriptions related list shows all the active triggers, processes, and platform event–triggered flows that are subscribed to the platform event.

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.

What is the difference between application event and component event?

Component events can only be handled by components above them in the containment hierarchy so their usage is more localized to the components that need to know about them. Application events are best used for something that should be handled at the application level, such as navigating to a specific record.

How many types of lightning events are there?

There are two types of events in the framework: Component events are handled by the component itself or a component that instantiates or contains the component. Application events are handled by all components that are listening to the event. These events are essentially a traditional publish-subscribe model.

How does an event application work?

An application event is fired from an instance of a component. All components that provide a handler for the event are notified. The framework supports capture , bubble , and default phases for the propagation of application events.

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. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.

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.

When can we enable activities on required objects?

We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.

Does Lightning experience have classic applications?

Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.

Can you create a follow up task in real time?

In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.

How to handle events in JavaScript?

To handle events, define methods in the component’s JavaScript class. After an event is fired, it can propagate up through the DOM. To understand where events can be handled, understand how they propagate. There are two ways to communicate between components that aren’t in the same DOM tree.

What is DOM event?

The DOM events system is a programming design pattern that includes these elements.

What is Lightning web component?

Lightning web components dispatch standard DOM events. Components can also create and dispatch custom events. Use events to communicate up the component containment hierarchy. For example, a child component, c-todo-item, dispatches an event to tell its parent, c-todo-app, that a user selected it.

Does Lightning require setup?

It requires no setup or boilerplate, and it allows you to pass any kind of data via the detail property, which makes it flexible. Lightning web components implement the EventTarget interface, which allows them to dispatch events, listen for events, and handle events.

How are events fired from JavaScript?

Events are fired from the Javascript controller by using fire () predefined method.

What is component event?

Component Event is fired from Child Component and handled by parent component or component that fired the event. It can only be handled in the parent component.

What is a group event in Salesforce?

1 (Group event)—An event with invitees. 2 (Proposed event)—An event created when a user requests a meeting with a contact, lead, or person account using the Salesforce user interface. When the user confirms the meeting, the proposed event becomes a group event.

How often can you schedule a Salesforce event?

For both Lightning Experience event series and Salesforce Classic recurring events, when a series repeats every day, month, or year, you can only schedule occurrences one time per day, month, or year. The every week option lets you schedule occurrences multiple days per week.

How long does a Salesforce event last?

When creating a Salesforce Classic recurring event series, the duration of the event must be 24 hours or less. When the Salesforce Classic recurring event series is created, you can extend the length of individual occurrences beyond 24 hours if Multiday events are enabled; see Multiday Events.

How to create an event in JunctionIDList?

To create an event using JunctionIdList, IDs are pulled from the related contacts and both the event and the EventRelation records are created in one API call. If the EventRelation fails, the event is rolled back because it’s all done in a single API call.

What is EventID field?

The EventId field of an EventRelation object always points to the master record. An invitee on a group event can query the EventRelation object to view the master record.

What does adding a junctionidlist field name to the fieldsToNull property do?

Adding a JunctionIdList field name to the fieldsToNull property deletes all related junction records. This action can’t be undone.

What is an activity in a calendar?

Represents an event in the calendar. In the user interface, event and task records are collectively referred to as activities.

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Types of Platform Events

Defining Platform Events

  • Below are the steps to create a custom Platform Event in Salesforce: 1. 1. In Setup, select Platform Eventsin the quick find. 2. 2. Click New Platform Event. 3. 3. Fill in the standard fields. 4. 4. Platform Events provide two types of publishing mechanisms. Publish after commit is used to publish the event only after the transaction is successfull...
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Publishing Platform Events

  • Below are several ways to publish a platform event after defining the same: 1. Publish Event Messages with Flows 2. Publish Event Messages with Processes 3. Publish Event Messages with Apex 4. Publish Event Messages via APIs Below is the code snippet to publish platform event with Apex:
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Subscribing Platform Events

  • Below are the several ways to receive the platform event: 1. Subscribe to Platform Event Messages with Flows 2. Subscribe to Platform Event Messages with Processes 3. Subscribe to Platform Event Notifications with Apex Triggers 4. Subscribe to Platform Event Notifications in a Lightning Component 5. Subscribe to Platform Event Notifications with CometD(Workbench)
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Conclusion

  • We hope you find this post helpful and will guide you to define, publish, and subscribe to platform events. To know more, don’t hesitate to connect with us. Emizentech, a Salesforce development company, is always there to serve you the best.
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