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How to Close or Complete Event Activities + Salesforce Bug!!

Salesforce Events – Closed or Open?

Do you know what determines whether a Salesforce Event Activity displays in the “Open Activities” related list or the “Activity History” related list?  Let’s start with an event activity with a start/end date in the past:

Event Details

This record displays on the Account detail page within the “Activity History” related list, not the “Open Activities” section.

account activity history related list

What about when you are selecting to view Open or Completed Activities within a Salesforce Report?

report show open or completed activities

 

Events Are Automatically Completed/Closed

Salesforce documentation indicates “All events will automatically be moved to the Activity History the day following the scheduled event date.”  In other words, unlike tasks where they are manually marked “complete” – events are automatically completed after the scheduled date has past.

I found this very interesting because I’ve seen events appear “completed” on the same day as the scheduled start/end date.

A Warning About Utilizing Report Data

Within Salesforce Reports, there is a field labeled “Closed.”  This field indicates whether the task or event record has been completed.  This isn’t an actual field on the record and cannot be found within the database utilizing a SOQL query.

event soql db details no closed field

The issue with Events is that the same exact “Closed” field can display different results depending on whether it is a standard or custom report type.

The same record above that displays in the “Completed Activities” related list displays as “Closed” = True in the standard activity report type:

Standard Report Type Closed Event

However, when using a custom report type the same record displays as “Closed” = False.

Custom Report Type Open Event

Come on Salesforce!  This can’t be by design, can it?!  I can only assume that because it’s really a ‘faux field’ and the report is determining whether the event is closed or not that this logic was only applied to the standard report types.

This can be dangerous particularly if you were using this field in a CRT as filter criteria or using this field to aggregate – sum/avg/etc across all activities.

What are your thoughts or issues with Events?  Have you created a custom field to let users manually indicate whether they have completed the activity?  There are numerous ideas on the Success Community regarding the way Events are marked complete.  Here’s one.  Please let me know your thoughts in the comments or on twitter @SFDC_r – I would love to hear from you!

1 comment for “How to Close or Complete Event Activities + Salesforce Bug!!

  1. Andy Liguori
    April 17, 2019 at 3:40 pm

    I’m running into this right now, actually, since I’ve got custom reports that are comparing scheduled and closed events to custom user goals. What I’m probably going to have to do is write a workflow that that looks for the time NOW as being greater than the end datetime on the event, and then check off a custom boolean on Activity that’s like “Is Event Closed”? Do you know if any progress has been made on this?

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