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Sales | Get Activities Timeline

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Sales | Get Activities Timeline

Retrieves a list of all CRM activities associated with a record during the specified time frame. The list can include past and future activities. The action is exposed through Flows, making it available for automation.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name GetActivitiesTimeline
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No

Considerations

  • The action searches for activities based on the object specified in the user’s request, not based on the activity owner. For example, you can’t request all the activities associated with the user Sally Jones.
  • The action retrieves activities directly associated with the specified record. For example, if a user requests activities for the Acme account, the action returns those activities, but it doesn’t include activities for an opportunity related to the Acme account. If the user wants to view activities for the account and the related opportunity, they must specify both objects in their request.
  • The total output of the action is limited to 15,000 tokens. If the limit is exceeded, some activities are truncated.
  • The limit for text fields is 450 words. If the limit is exceeded, some text is truncated.
 
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