This was great man... my SF Tasks were out of control ... The new 2019 UI in SF in different but the concept was the same and easy to figure out.
@huntereasley50104 жыл бұрын
how did you do it on the new UI? need help
@bradleypounds26578 жыл бұрын
Thanks everyone! We had the same problem. Between the original video and the comments, I was able to add the multiple select feature in 10 minutes. You guys are awesome.......
@aprilleverett50368 жыл бұрын
How do you get the close task check box field to actually close the task when selected? That is the only part I have not figured out. Appreciate any help.
@nadiaabouzeid37396 жыл бұрын
How do you get the close task check box field to actually close the task when selected?
@latifabenameur541611 ай бұрын
for the pencil it appear for me like a locker . why? please any assistance ?
@aprilleverett50368 жыл бұрын
How do I get the close task check box to actually close the task when selected. Having an issues with this.
@RayGarrettJr8 жыл бұрын
It's been a while, so I don't remember the exact steps. I created this video for our team to use so they can close their tasks, not as an admin guide necessarily. As best I remember, I created a custom activity checkbox field. There were a number of criteria that had to be met though.
@cfcampbel16 жыл бұрын
make sure the workflow you created is activated
@justme15532 жыл бұрын
@@RayGarrettJr That is the one piece that I missing on my Salesforce. The close tasks Sales box.
@jeffmedley52768 жыл бұрын
has anyone figured out how to add the bulk edit checkbox on the view?
@marko90088 жыл бұрын
You will need to make sure in the view you have Tasks=True filter and be sure that the record type is the same. Check out # 4 in Nebojsa Zgonjanin response. success.salesforce.com/answers?id=90630000000gnQQAAY