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Lucas Pescador (Revenue Operations Specialist at Zyte) posted in #Data Management
Sep 4, 2024, 6:10 PM

Hi Trailblazer Community,

 

We are implementing a data retention policy in Salesforce where we want to anonymize non-ungaged leads, contacts and its related records based on some criteria we will have. After some tests this is working fine in terms of anonymize the email, first name, last name, company name and other sensitive information.

 

However, there is still the activities being shown in the records, like emails exchanged, meetings. That is why we are wondering how we can delete these activities using a flow?

 

The idea would be basically:

 

IF a record (lead or contact) is set as non-engaged in the custom field we have,

THEN delete all activities related to this record.

 

We have some doubts about how SF considers such activities. Are they events, tasks? We did some tests, but they did not work.

 

Therefore, we would like to see if anyone here already did such flow or worked in a similar project? Any help will be appreciated.

 

Thanks in advance!

 

Best,

Lucas Pescador

 

#Data Management  #Activities  #Activities Object  #Flow  #Lightning Flow

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Gerritt Vander Linden (Business Development Analyst at EDCUtah) asked in #Lightning Experience
Feb 16, 2023, 9:37 PM
Attachments in Lightning Experience

My organization is starting to make a transition from Classic to Lightning experience. Previously, we would attach files to our events for further context on the event. However, in Lightning, I cannot figure out any option to attach something to an event. Can someone help explain how I can solve this? #LightningExperience #Notes & Attachments  #Activities Object

5 answers
  1. Amber Venzke (Amber Venzke)
    Feb 16, 2023, 10:11 PM

    You will need to add the Related List to your Page Layout.  Then make sure your Related List & the File Uploader is on your Lightning Page.

     

    Please go to Setup --> Objects --> Event and open Page Layout.  Click on Related Lists and drag Files down to your Related Lists area.

    You will need to add the Related List to your Page Layout. Then make sure your Related List & the File Uploader is on your Lightning Page.

    Save your Page Layout.

     

    Then click on Lightning Record Pages and open your record page or create a new one:

    Screenshot 2023-02-16 140834.png

    Add the Related List - Single element somewhere on your record page.  Then select the Related List of "Files".  This will allow you to see any attached files and/or upload any other files to your record.

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Simon Whight (Director Analyst at Gartner) posted in * Salesforce Administrators *
Mar 11, 2020, 11:54 AM

I'm thinking the answer to this is no, but checking to see that I'm truly stumped before giving up. It is a reporting question! @Reports & Dashboards 

 

So, I have completed activities. The Who & What are this:

 

Who: Contact

What: Survey__c

 

I want to filter these results by information on the Account object, but the structure of the Activities object is presenting me from going via Contact to Account as I would normally do.

 

Am I stumped? I've tried faffing about with custom reports and such, just cannot make the jump from Activity to Account.

3 comments
  1. Simon Whight (Gartner)
    Apr 20, 2020, 9:20 AM

    "here are options to use automation (process builder or a Before-Save flow) to populate a custom lookup field on the activity object with the value from the WhatId or WhoId as necessary."

    Yeah, this is what would be necessary. Which I was hoping to avoid, but if push comes to shove, we'll make it happen.

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Christian Baumgärtel (ADVA Optical Networking) posted in Salesforce Productivity
Feb 6, 2015, 9:50 AM

Hi Productivity Group!

Since we are huge fans of topics on records, we enabled this feature for tasks and events as well. But unfortunately even though I can now assign a topic to a task, the task is nowhere to be found on the topic page?

First I thought this is a setup problem, but I found this idea:

https://success.salesforce.com/ideaView?id=08730000000l8ygAAA

(please vote for this!)

We would have used topics on tasks to further structure tasks in salesforce. How do you structure related tasks, which are not related to the same record?

Thanks a lot,

Christian

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Andrew Corr posted in * Release Readiness Trailblazers *
Jan 11, 2015, 8:36 PM

Hi. i have been looking through the release notes and cant find any reference to it but i am wondering if the custom lookup field on the activities object will be GA in the Spring release. it was an open pilot in Winter

https://success.salesforce.com/ideaView?id=08730000000BrPdAAK

Thanks

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Greg Berman posted in * Sales Cloud - Getting Started *
Dec 17, 2014, 3:46 PM
Hi all. I have a question about confidentiality and emails in the activities object. We are bcc'ng our emails so that they go into the activity log. However, some emails need to be confidential and only visible to 4 people in the organization. However generally, we do not want to restrict the activities object, so we need a solution to be able to restrict certain individual emails. I don't know if this can be done via a combination of a check box and some sort of permission set. Second, we would also like to find a more automated solution so that we don't have to go in and edit an individual email log (for example, perhaps we can set up a separate bcc email for confidential emails?) If anyone knows the answer to this, please let me know!
1 comment
  1. Chris Edwards (Iscaforce Solutions)
    Dec 17, 2014, 4:05 PM

    Whichever method you use, storing these as activities will be a problem since anyone who can view a record can view its associated activities. There isn't a setting you can play with to change that (even changing the OWD for activities to Private only stops others from *editing* the activity).

    So although it will be much more work, I think you're faced with either recreating this type of activity as a custom object (not sure how you'd automate the creation of the records) or overriding your detail page with Visualforce than checks for only certain types of activities (perhaps with or without a checkbox) before displaying them.

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