Phantom Task Tab
Objective: Your users desire one click access to Activities from anywhere in Salesforce
Solution:
1. Create a Visualforce Page<apex:page action="/007"></apex:page>
2. Define a Visualforce Tab pointing to your new Page
#AdminHacks
Link to Edit the “What”
Objective: Give users a one click path to edit the “Related To” record from an Activity record, view or report
Solution: Formula fieldIF(!ISBLANK( WhatId ),
HYPERLINK('/'& WhatId &'/e', 'Edit the What'),
null)
#AdminHacks
Perpetual Tasks
Objective: You want to create recurring tasks that never end and automatically adjusts all future occurrences if one is closed early or late
Examples: Changing the air filter in a house, touching base with a partner or customer, checking an error log, calling your loved ones
Solution: Workflow#AdminHacks
Complete Task Chatter Action
Objective: Complete a Task through Chatter.
Solution: Create a Chatter Publisher Action that defaults fields for the user.
#AdminHacks
Mass Close Tasks
Objective: Close multiple tasks at once through a list view without code.
Solution:
1. Create Close Task checkbox.
2. Place on page layout and in list view.
3. Setup workflow to update status to closed when this box is checked.
Email Alert Recording
Objective: Record Workflow Email Alerts in Activity History
Solution:
1. Setup Flow with Send Email and Record Create elements.
2. Setup Process that calls the flow.
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