[SalesForce] What are the SOQL queries for the actvityHistory and OpenActivity Related lists

Does anyone know what soql queries you would run on Task and Event equivalent to what salesforce uses to generate the Activity History and Open Activities related lists.

The OpenActivity and ActivityHistory views get you this but they don't work for my use-case as I need to perform aggregate queries and I have a custom formula field which shows as null when queried through those views.

In general I know that it is something like the following:

contact/lead task: select id from task where whoid = :recordID
    history: and isclosed = true
    open: and isclosed = false
account/opp/.../custom object event: select id from event where whatid = :recordID
    history: and ((isalldayevent = true and activitydate <= today) OR (isalldayevent = false and enddatetime < now)

but there is a lot of special logic. e.g.

accounts and parent accounts will see activities related to their
contacts
I think there are some nuances around how ActivityDate is handled for recurring tasks/events as well.
manywho (shared activities) and invitee events need some special handling as well I believe.

Best Answer

Greg, would queries like the following solve your problem?

SELECT Id, Name,
    (SELECT Id FROM OpenActivities),
    (SELECT Id FROM ActivityHistories)
FROM Account

You can find more information on OpenActivity and ActivityHistory in the SOAP API Developer's Guide.

Related Solutions

[SalesForce] the difference between {!URLFOR($Action.Activity.NewTask)} and {!URLFOR($Action.Task.NewTask)}

The reason the two different actions exist is because there are different record types that may exist which are appropriate for the Task. In some orgs, they consider all Tasks to be related to a specific record type (often related to the WhoId which points to the account) which they default it to. When that's the case, it bypasses the dialogue where they assign a Record Type.

In other orgs, it appears that's not the case and there may be more than one appropriate Record Type for a Task. When that's the situation, the user is expected to choose the correct Record Type to assign to the new Task.

For more on this, you might also want to look at this discussion.

EDIT

Here's some more from page 123 of the Visual Force Developer's Guide:

"Custom buttons and links are available for activities under the individual setup links for tasks and events. However, you can override a button that applies to both tasks and events by clicking Your Name > Setup > Customize > Activities > Activity Buttons."

From the above, I'd conclude that its possible the org (or user) may have overridden the default properties for either the buttons or pages they're using to create tasks and/or events.

Note: There are separate buttons for Tasks and Events. Ditto for Activities. Any of the three could have custom page layouts. Events and Activities share the same "out of the box" standard page layout, which doesn't preclude an architect from creating a separate one for each of them which I've regularly seen in the orgs I've worked in.

[SalesForce] how do we query for the Last completed task and Next open task for an account in SOQL

SELECT Id, 
    (SELECT Id FROM ActivityHistories ORDER BY ActivityDate DESC LIMIT 1), 
    (SELECT Id FROM OpenActivities ORDER BY ActivityDate ASC LIMIT 1) 
FROM Account

You could also tweak the query based on other parameters, but this should be a good start.

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