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  • Tag: salesforce task

    • Repeat Tasks on a Flexible Schedule

      Posted at 12:28 PM by Rakesh Gupta, on February 3, 2014

      Repeat Tasks SP14

      Recurring Tasks means is to create a series of identical task with with recurring due dates. For example, you might define the weekly meeting as a recurring task for some account. Before Spring’14 release you were not able to do this through Salesforce UI, so the alternative way is “How to create a Recurring Event or Task with Data Loader“.

      In Spring’14 release Salesforce has added an awesome feature “repeat tasks” after that you will be able to create recurring tasks on a flexible schedule.

      Fields Related to Repeat tasks

      Salesforce has added two new fields called as “Repeat This Task” with Data Type- Picklist and “Recurrence Interval” with  Data Type – Number.

      Task New Fields

      Task New Fields

      1) “Repeat This Task” picklist have only three values and you can’t add or remove values from this picklist. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamline alternative to regularly recurring tasks when you don’t need to get a task done on a specific day.

      Repeat This Task

      Repeat This Task

      Note:- If “Repeat This Task” on an existing task is set to (Task closed), it indicates the task was closed as part of a repeating series.

      2) “Recurrence Interval” enter the number of days after the task’s due date or completed date when you want the next task to be due.

      Recurrence Interval

      Recurrence Interval

      Enable repeating tasks for your organization

      This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. To enable repeating tasks, add  both the  fields to a task page layout.To configure it follow the below steps

      1) Click on Name | Setup | App Setup | Customize | Activities| Task Page layout.
      2) Create a new section called as “Recurring Task“, then drag and drop both fields on task page layout.

      Add Fields on task page Layout

      Add Fields on task page Layout

      3) Click on Save.

      Now it’s time to test it

      1) To test this feature go to any Account records detail page and navigate to “Open Activities” related list, Click on “New Task” Button and fill the details shown as in below snapshot.

      Repeat This Task -After Date Completed
      Recurrence Interval – 14

      Create New Task

      Create New Task

      2) Click on Save.
      3) Close the task that you created in last steps.
      4) Now you can see, One new task is automatically created with the same name.

      Recurring Tasks created by Salesforce

      Recurring Tasks created by Salesforce

      Note:- If a task is set to repeat after the due date, and the date you close the task precedes the due date by more than the recurrence interval, then the due date of the next task is set to a date the same as or later than the current task’s due date. For example, if you set a task to repeat three days after its due date, but you close the task five days before the due date, the due date of the next task is set to one day after the current task’s due date (due date minus five plus twice the three-day interval).

      How can you distinguish repeating tasks from other tasks.

      If “Repeat This Task” on an existing task is set to (Task closed), it indicates the task was closed as part of a repeating series. You can use this information to distinguish repeating tasks from other tasks for reporting purposes. To check this Go to Account details page that you used for last steps and navigate to “Activity History” related list and open “Demo Task” that you closed in the  last steps.

      Repeating Tasks

      Repeating Tasks

      Normal Tasks

      Normal Tasks

      Posted in Spring'14 Release | 0 Comments | Tagged activity in Salesforce, ADM201, COn201, dev 401, DEV401, Recurring Tasks in Salesforce, Repeat Tasks in Salesforce, Repeat Tasks on a Flexible Schedule, salesforce, salesforce activity, salesforce admin certification cost, salesforce Admin exam, salesforce administrator exam, salesforce certified developer exam, Salesforce Spring14 release, Salesforce Spring14 release notes, salesforce task, Spring14, Spring14 release, task in Salesforce
    • How to create a Task from a Contact and populate Account field using a Custom Link?

      Posted at 1:49 AM by Rakesh Gupta, on June 15, 2013

      Business Use Case: – Sometimes we have the requirement to auto-populate account field while creating New Task from Contact.

      Task without Account

      Task without Account

      Solution: – Simple solution is URL Hack.

      Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links then click on button New Button & Link

      Step 2:  Label this e.g. – New Task or as per your requirement. For Display type select List button, Behavior as per your choice. For Content Source make sure to select URL

      "New Task" Custom Button Design

      “New Task” Custom Button Design

      /003/e :-“003” prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

      retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

      Who_id for “Contact” & what_id for account

      Step 3:- Create URL as mentioned snapshot.

      Step 4:- Save it.

      Step 5:- Edit “Contact Page Page layout and click on open activities related list, as shown in below screen shot.

      Way to add custom button in related list

      Way to add custom button in related list

      Select Custom button “New Task ” to display on related list & Click on Ok button, Like below screenshot

      Custom Button on Related list

      Custom Button on Related list

      Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic

      Untitled

      Please share your idea/Comment to improve the content

      Posted in Sales cloud, Salesforce Certification | 4 Comments | Tagged how to create workflow in salesforce, Istest in salesforce, online trainer, salesforce, salesforce account, salesforce activity, salesforce Admin exam, salesforce administrator exam, salesforce administrator training, salesforce administrator tutorial, Salesforce Certified Sales Cloud Consultant, salesforce contact, Salesforce online trainer, salesforce order of execution, salesforce task, salesforce workflow, Salesforce.com Certified Force.com Developer, salesforce.com certified force.com developer - study guide, salesforce.com certified force.com developer exam, salesforce.com certified force.com developer questions, sfdc online trainer, URLhack in salesforce
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