Configuring a Salesforce Query Activity
- Enter a Name and Select Objects In this step, you provide a name for the activity and select the object (s) to be queried. …
- Select Fields and Create Conditions In this step, you create the query statement, either automatically by selecting fields and specifying conditions, or manually by directly entering a query …
- Review the Data Schemas
What are activities in Salesforce?
Relate Multiple Contacts to a Single Event or Task
- Your reps can relate an event or task to up to 50 contacts. …
- Each contact shows its related events and tasks under Open Activities and Activity History, alongside other contact details.
- On an event or a task, reps see the names of all contacts related to that activity, alongside other details.
How to create big objects in Salesforce?
Defining a Custom Big Object’s Index
- An index must include at least one custom field and can have up to five custom fields total.
- Custom fields included in the index must be marked as required.
- Long Text Area fields can’t be included in the index.
- The total number of characters across all text fields in an index can’t exceed 100.
- Once you’ve created an index, you can’t edit or delete it. …
What is Salesforce activity?
Salesforce Cloud Services
- Sales Cloud: It is one of the most essential and popular products of Salesforce. …
- Marketing Cloud: Marketing is crucial when it comes to running a business. …
- Analytics Cloud: This enables users to create a highly visually appealing dashboard of the available data. …
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.
How do I query activity records in Salesforce?
Salesforce archives activities (tasks and events) that are over a year old. You can use queryAll() to query on all TASK and EVENT records, archived or not. You can also filter on the isArchived field to find only the archived objects.
How do I query an object in Salesforce?
Use SOQL when you know which objects the data resides in, and you want to:Retrieve data from a single object or from multiple objects that are related to one another.Count the number of records that meet specified criteria.Sort results as part of the query.Retrieve data from number, date, or checkbox fields.
Where is the activity object in Salesforce?
In Salesforce Lightning Navigate to Setup. Select the Object Manager tab at the top of the screen, then click the Activity label.
What is the Salesforce activity object?
By definition: Activities include events and tasks. With Salesforce, track meetings and tasks together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities. You will need to look at Task/Event object for details on it.
How do I query all fields of an object in Salesforce?
You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.
What is SOSL query in Salesforce?
Salesforce Object Search Language (SOSL) is a Salesforce search language that is used to perform text searches in records. Use SOSL to search fields across multiple standard and custom object records in Salesforce.
What is WhatId and WhoId in Salesforce?
WhatId is a single relationship to a ACCOUNT or OPPORTUNITY. This activity can only be associated with ONE Account OR Opportunity Record. WhoId is a one to many relationship between this activity to one or more CONTACTS or LEADS.
What is WhoId and WhatId in activities *?
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.
How do I log an activity in Salesforce?
After a meeting, the sales rep can go back to their car, login to Salesforce from the phone, and from the Opportunity, select Log a Call. Then they should use the voice to text feature of the phone and talk their call notes into the Comments section. Then that’s it. They’re done.
What activities can you track in Salesforce?
Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports. Review additional considerations for activities.
What is activity history in Salesforce?
Show activity on this post. ActivityHistory is a type of “view” object: it shows closed tasks and events that are in the past. To add new entries, simply create new Task or Event objects. Uusally, calls and emails are logged as tasks with a “Completed” status (the default value).
What is the difference between task event and activity 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.
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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.
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.
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.
What is the ID of an activity?
The ID of a record the activity is related to which contains more details about the activity. For example, an activity can be related to an EmailMessage record.
What is read only in Salesforce?
It includes activities for all contacts related to the object. ActivityHistory fields for phone calls are only available if your organization uses Salesforce CRM Call Center.
What does “isreminderset” mean in Salesforce?
Represents the time when the reminder is scheduled to fire, if IsReminderSet is set to true. If IsReminderSet is set to false, then the user may have deselected the reminder checkbox in the Salesforce user interface, or the reminder has already fired at the time indicated by the value.
Can you delete fields in API?
You can also enable delete () in API version 42.0 and later. See Enable delete of Field History and Field History Archive.
Can you reference only one record in a relationship query?
In the main clause of the relationship query, you can reference only one record. For example, you can’t filter on all records where the account name starts with “A.” Instead, you must reference a single account record.