I need to understand the differences between 'Log A Call' and 'New Task'.

When I do 'Log A Call' it actually creates a 'Task' record.
When I do 'New Task' it also creates a 'Task' record.

When on a case screen and I click 'Tasks and Events' I see only the item I created as 'New Task. When I click on 'Call Logs' I see only the item I created as 'Log A Call'.

Both of these items are actual task records but they are different in some way such that they only show on their respective lists when selecting Call Logs or Tasks and Events.

So, I used a SOQL statement to show me all task records for a case and of course, I get both records. Life is good. My question is, which field in the task record differentiates one as a call log and the other as a task. I've printed all the fields and their values and the 2 records appear to be identical with the exception of the Subject and Description/Comment.

Any ideas how to determine the differences, or more importantly, I'm using a C# WSDL service to write records and I would like to know how to insert one task as a task and one task as a call log.

Thanks.

Nobody replied to this post whe it was in the "API" section so I'll try here in the "GENERAL" section.

Hello,

I'm new to AppEx. I need to integrate my application with salesforce by posting a URL to my app as a note in a salesforce case.

I already have the code working to post the URL as a note in a case. What I dont know is what case number to post to.

To overcome this, I already have an API in my app that allows any application to provide me with value added data at any time by posting data to my webservice api.

What I need to do is have sales force post to my web service each time a case is displayed. For example, the user will enter the case number and sales force will display the case screen - standard stuff. On that main case screen, say 'OnPageLoad' I would like to have sales force post the case number to my web service. Once that post is made, I will have enough data to automatically post the URL from my app to a case note.

A sample web method post that I would need would be something like this:

http://mycrm.company.com/WebServiceAPI.asmx/PostData?User={salesforce_user}&CaseNumber={salesforce_casenumber}

Of course where the user and case number are defined in the environment by salesforce at the time of the post.


Please point me in the proper direction to get started? Would this be a flow, a trigger, appex code? Where would you start?

Thank you in advance.

Hello,

I'm new to AppEx. I need to integrate my application with salesforce by posting a URL to my app as a note in a salesforce case.

I already have the code working to post the URL as a note in a case. What I dont know is what case number to post to.

To overcome this, I already have an API in my app that allows any application to provide me with value added data at any time by posting data to my webservice api.

What I need to do is have sales force post to my web service each time a case is displayed. For example, the user will enter the case number and sales force will display the case screen - standard stuff. On that main case screen, say 'OnPageLoad' I would like to have sales force post the case number to my web service. Once that post is made, I will have enough data to automatically post the URL from my app to a case note.

A sample web method post that I would need would be something like this:

http://mycrm.company.com/WebServiceAPI.asmx/PostData?User={salesforce_user}&CaseNumber={salesforce_casenumber}

Of course where the user and case number are defined in the environment by salesforce at the time of the post.


Please point me in the proper direction to get started? Would this be a flow, a trigger, appex code? Where would you start?

Thank you in advance.

Nobody replied to this post whe it was in the "API" section so I'll try here in the "GENERAL" section.

Hello,

I'm new to AppEx. I need to integrate my application with salesforce by posting a URL to my app as a note in a salesforce case.

I already have the code working to post the URL as a note in a case. What I dont know is what case number to post to.

To overcome this, I already have an API in my app that allows any application to provide me with value added data at any time by posting data to my webservice api.

What I need to do is have sales force post to my web service each time a case is displayed. For example, the user will enter the case number and sales force will display the case screen - standard stuff. On that main case screen, say 'OnPageLoad' I would like to have sales force post the case number to my web service. Once that post is made, I will have enough data to automatically post the URL from my app to a case note.

A sample web method post that I would need would be something like this:

http://mycrm.company.com/WebServiceAPI.asmx/PostData?User={salesforce_user}&CaseNumber={salesforce_casenumber}

Of course where the user and case number are defined in the environment by salesforce at the time of the post.


Please point me in the proper direction to get started? Would this be a flow, a trigger, appex code? Where would you start?

Thank you in advance.

Hello,

I'm new to AppEx. I need to integrate my application with salesforce by posting a URL to my app as a note in a salesforce case.

I already have the code working to post the URL as a note in a case. What I dont know is what case number to post to.

To overcome this, I already have an API in my app that allows any application to provide me with value added data at any time by posting data to my webservice api.

What I need to do is have sales force post to my web service each time a case is displayed. For example, the user will enter the case number and sales force will display the case screen - standard stuff. On that main case screen, say 'OnPageLoad' I would like to have sales force post the case number to my web service. Once that post is made, I will have enough data to automatically post the URL from my app to a case note.

A sample web method post that I would need would be something like this:

http://mycrm.company.com/WebServiceAPI.asmx/PostData?User={salesforce_user}&CaseNumber={salesforce_casenumber}

Of course where the user and case number are defined in the environment by salesforce at the time of the post.


Please point me in the proper direction to get started? Would this be a flow, a trigger, appex code? Where would you start?

Thank you in advance.

I need to understand the differences between 'Log A Call' and 'New Task'.

When I do 'Log A Call' it actually creates a 'Task' record.
When I do 'New Task' it also creates a 'Task' record.

When on a case screen and I click 'Tasks and Events' I see only the item I created as 'New Task. When I click on 'Call Logs' I see only the item I created as 'Log A Call'.

Both of these items are actual task records but they are different in some way such that they only show on their respective lists when selecting Call Logs or Tasks and Events.

So, I used a SOQL statement to show me all task records for a case and of course, I get both records. Life is good. My question is, which field in the task record differentiates one as a call log and the other as a task. I've printed all the fields and their values and the 2 records appear to be identical with the exception of the Subject and Description/Comment.

Any ideas how to determine the differences, or more importantly, I'm using a C# WSDL service to write records and I would like to know how to insert one task as a task and one task as a call log.

Thanks.