Yes! Source Salesforce Lightning Experience introduced the concept of Activity Timeline that superseded Open Activities and Activity History available in Salesforce Classic. This facility is supported for accounts, contacts, claims, cases, leads, opportunities, and custom activity-based objects.
What is activity timeline in Salesforce lightning experience?
Salesforce Lightning Experience introduced the concept of Activity Timeline that superseded Open Activities and Activity History available in Salesforce Classic. This facility is supported for accounts, contacts, claims, cases, leads, opportunities, and custom activity-based objects.
Why is the activity timeline so important for salespeople?
In this respect, the activity timeline proves to be even more mission-critical as it allows the rep to bring their best foot forward. The salesperson can access the entire sales activity timeline on their dashboard to gain a high-level view of the sales pipeline and all the activities.
How do I create a timeline-icon-calendar?
For Folder, select Health Cloud Assets. Click New Document. Click Choose File. Select timeline-icon-calendar.png file. Click Open. Save the document, and return to Lightning Experience. Leif would like to identify therapy sessions by type on the timeline.
How do I configure a custom timeline view for sessions?
Let’s configure a custom timeline view. Let’s display the therapy type as the event label and specify the session duration as hover text. In the App Launcher search, enter Timeline and then select Timeline View Configurations. Click New. Note: Always use field names, not field labels. Timeline View Configuration Name: Physical Therapy Sessions
How do I create an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
What is Salesforce timeline?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
How do I view timeline in Salesforce?
On the Timeline View Configurations tab, add events to the timeline by exposing fields on custom or standard objects. Then choose icons to represent the data on timeline. Use filters to narrow down which events appear on the timeline and then specify which timeline the configuration applies to.
Which activities can you view in the activity timeline in Salesforce?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
How can the activity timeline be used in lightning experience?
With the activity timeline in Lightning Experience, your sales team gets an easier, more efficient way to keep track of current and past activities. All the key details for each task, meeting, logged call, and sent email are bundled together, right on the page with other record details.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How do I create a pipeline report in Salesforce?
0:164:51How to Create a Simple Salesforce Pipeline Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo again we're going to click reports. Then we're going to go over here and click new. Report. ThenMoreSo again we're going to click reports. Then we're going to go over here and click new. Report. Then because we're going to be building our pipeline our pipeline is related to opportunities.
How do I see activity timeline?
0:023:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs well as completed tasks and activities such as a call that i logged previously today this is theMoreAs well as completed tasks and activities such as a call that i logged previously today this is the activity timeline it appears. Below the activity tab where you can perform new activities.
How do I add a task related list in Salesforce?
Configure the Tasks Related ListsFrom the page header, click the gear icon. ... In the Tabs component, select the Tasks related list. ... Select an instance of the Task Related List component, such as Completed Tasks, and then in the Properties pane, change the value of the Show New Button field.Save your changes.
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Add a Timeline View Configuration
Leif would like to identify therapy sessions by type on the timeline. He also wants an easy way to find out how long each session is.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Configure the Fields that Appear in the Activity Timeline
Yup, the activity timeline is a productivity enhancer right out of the gate. But to be a truly useful tool, it needs to show your sales users the information that they care about. Fortunately, it’s point-and-click fast to configure many of the fields that appear in the timeline.
Getting Under the Hood with Compact Layouts
As we’ve seen, event, email message, and task compact layouts define the fields that appear in the details section of activities in the timeline. But there isn’t always a 1-to-1 mapping of fields in a compact layout to the fields that appear in the details section. Instead, business logic determines which fields are appropriate to display.
The Hardest Working Layout in the Lightning Business
When configuring the activity timeline, keep in mind that event and task compact layouts also define the fields that are displayed in other places, including:
Enjoy Lightning Experience and the Activity Timeline!
Now that the activity timeline is customized for your sales users, they’ll be especially eager to try Lightning Experience. Stay tuned for the next post in this series, where we’ll look at configuring the activity composer to include all the quick actions your team needs.
Factors influencing Salesforce Implementation Timeline
Just as I mentioned before, several factors influence the Salesforce implementation timeline. These factors often are dictated by the requirements you create for your setup. Now let’s jump into more details on those factors.
Salesforce product
Did you know that different products require different times to implement? Salesforce implementation timeline very much depends on the type of your implementation. For example, if you are looking to implement Sales Cloud, you should expect user onboarding. As a result, you will have to think about how to support them and provide training.
Complexity of your MVP
Oh, did I mention the fact, that salesforce implementation is actually a never-ending process? No worries, it doesn’t mean you will have a forever complex process of implementation. It just means, that there is a day X where you launch your Salesforce and onboard users.
Company past experience
Depending on your company’s past experience Salesforce’s implementation timeline could differ. If your company has advanced software in place, then you already know what it takes to implement it. As a result – I have good news for you. You will adopt Salesforce faster.
Consultant expertise
There are great consultants and there are not-so-great consultants. Even top-tier Salesforce partners make mistakes. Every place where humanity is in charge, there is a place for a mistake. Your Salesforce implementation timeline is also very much dependent on your consultant. If you hire someone from the industry.
Typical Salesforce Implementation Timeline Infographics
To make things easier I have created a typical Salesforce implementation timeline infographics.
