How many characters in comments in task in salesforce


A Comment will display up to 1000 characters from the original Activity Field. Full Comments will display the entire comment from the long text Activity Field. In Activities reports, the Full Comments field will contain the entire body of any emails sent from Salesforce.

How do I Mark a task as complete in Salesforce?

Or, click Mark Complete to mark the task complete. You can also mark tasks complete from any list view. Of course, tasks are also shown in the activity timeline for the record you are looking at, and you can edit them there too. Salesforce Classic includes a calendar to help remind you about appointments.

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?

How to assign a task to multiple users in Salesforce?

By salesforce default, the task is assigned to the creator. To change this, input the username of the person or use the look up icon to select user. This is however only for the multiple users since the user is already identified for personal edition.

How do I exceed the maximum number of attachments in Salesforce?

To exceed this limit, contact Salesforce. 1 You can add an attachment to the Attachments related list of a case, solution, campaign, task, or event, or to the Notes & Attachments related list of an account, contact, lead, opportunity, or custom object. If you don’t see the related list on task or event page layouts, ask your admin to add it.


What are the required fields on task object Salesforce?

Currently, the required fields are Subject, OwnerId, Status, and WhatId. The Subject field is the name of the Task, the WhatId is the object the task is associated with, and finally, OwnerId is the person that will do the Task.

What is a task field?

Indicates the record that the task is related to, such as an account or an opportunity. This field is available only when a user relates the task to a contact, not to a lead. The record is visible only to users with the “Read” permission for the type of record the task is related to.

What is name field on task in Salesforce?

“Name” field in task means WHO which refers to Contact details which is provided by Contact and Lead object only in Salesforce.

What are tasks in Salesforce lightning?

Tasks tab—Shows task list views, including tasks due today, all your open tasks, overdue tasks, and tasks recently completed. Home page—A filterable compact view of up to five tasks. Records—To view and edit tasks, use the activity timeline in Lightning Experience or the activity related lists in Salesforce Classic.

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 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.

What is WhoId and WhatId?

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 Salesforce task?

Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.

What is task subtype Salesforce?

A subtype field is a field that populates based on what activity you have performed. for example – if you created activity of “New Task” then while you create a report and get that particular activity record in the report, in subtype field it will automatically map to subtype = task.

What is the best way to use tasks in Salesforce?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

How many ways can you create tasks in Salesforce?

3 Ways to Programmatically Create Tasks in Salesforce.

How do I complete tasks in Salesforce?

LightningNavigate to Task Tab.Click drop down>Open Task.Click Task Subject.Drop down and click Edit and/or Double Click Status to Completed.Click Save.

Activity Timeline

When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.

Recap the Latest Activities

Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?

Find the Activities That Matter Most

If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?

Tasks and Task Lists

There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.

Keep Your To-Dos Up to Date

Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.


Salesforce Classic includes a calendar to help remind you about appointments.

View Other Calendars

What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. 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.

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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