Mass Closing Salesforce Tasks

  Рет қаралды 13,653

Ray Garrett, Jr.

Ray Garrett, Jr.

Күн бұрын

Пікірлер: 12
@4FControl
@4FControl 5 жыл бұрын
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.
@huntereasley5010
@huntereasley5010 4 жыл бұрын
how did you do it on the new UI? need help
@bradleypounds2657
@bradleypounds2657 8 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.......
@aprilleverett5036
@aprilleverett5036 8 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.
@nadiaabouzeid3739
@nadiaabouzeid3739 6 жыл бұрын
How do you get the close task check box field to actually close the task when selected?
@latifabenameur5416
@latifabenameur5416 11 ай бұрын
for the pencil it appear for me like a locker . why? please any assistance ?
@aprilleverett5036
@aprilleverett5036 8 жыл бұрын
How do I get the close task check box to actually close the task when selected. Having an issues with this.
@RayGarrettJr
@RayGarrettJr 8 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.
@cfcampbel1
@cfcampbel1 6 жыл бұрын
make sure the workflow you created is activated
@justme1553
@justme1553 2 жыл бұрын
@@RayGarrettJr That is the one piece that I missing on my Salesforce. The close tasks Sales box.
@jeffmedley5276
@jeffmedley5276 8 жыл бұрын
has anyone figured out how to add the bulk edit checkbox on the view?
@marko9008
@marko9008 8 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
Manage Cases Like a PRO In Salesforce!
7:57
Nick Boardman
Рет қаралды 22 М.
Lighting Mass Update Quick Action from List View - Salesforce How-to
5:40
Fostering - Salesforce Partner
Рет қаралды 29 М.
ВЛОГ ДИАНА В ТУРЦИИ
1:31:22
Lady Diana VLOG
Рет қаралды 1,2 МЛН
A Boss Reveals Everything Your Company Can Monitor in Microsoft
11:55
Pragmatic Works
Рет қаралды 381 М.
Simon Sinek's Advice Will Leave You SPEECHLESS 2.0 (MUST WATCH)
20:43
Alpha Leaders
Рет қаралды 999 М.
Salesforce Insert or Update Records with Inactive Owners
6:37
Learn Salesforce
Рет қаралды 2,1 М.
How to Bulk Update Account Owner in Salesforce
2:49
Rotive - Brian Hays
Рет қаралды 11 М.
ВЛОГ ДИАНА В ТУРЦИИ
1:31:22
Lady Diana VLOG
Рет қаралды 1,2 МЛН