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            Activity Timeline

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            Activity Timeline

            The Activity Timeline in Life Sciences Cloud gives you a 360-degree view of all activities for an account. It helps sales representatives, Key Account Managers (KAM), and Medical Science Liaisons (MSLs) visualize past and upcoming interactions with healthcare providers (HCPs) and healthcare organizations (HCOs). Activity Timeline helps you work more effectively by consolidating relevant account activities in one place, enabling better collaboration, informed decision-making, and smarter preengagement planning.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Key Activity Types

            Activity timeline supports a range of activity types, encompassing both standard and custom objects. Standard activities include Inquiries, Visits, Assessment Tasks, LifeScience Emails, and Survey Responses. The timeline can include any custom activities your organization tracks for HCPs and HCOs. It also integrates with intelligent content and tracks products discussed and samples dropped during visits.

            Interacting with the Activity Timeline

            • Timeline View: Activities appear in chronological order on the Activity Timeline tab of the account record page. Users can scroll through past and future interactions to view events. For convenience, users can click Today to quickly go to the current date.
            • Calendar View: The calendar offers Month and Week views. The Month view uses large dots to show daily activity volume. Clicking a day takes you to the Week view, which provides detailed activity information and links to records. You can customize your view with the same criteria available on the timeline view.
            • Understanding Activity Rollup for HCOs
              Activity rollup provides a unified view of activities for Healthcare Organizations (HCO). It improves user experience and increases efficiency by combining activities for an HCO and its affiliated Healthcare Professionals (HCPs) in a single place.
            • Configure First Day of the Week in Your Calendar
              Align the calendar view with your team's workweek. Setting the correct start day in the Planner supports accurate planning and review of time-sensitive activities.
            • Configure Email Settings for Activity Timeline
              Configure email settings to show scheduled and canceled email activities directly on an account page for your sales team. For the timeline to show email activity, schedule email jobs to update email status.
            • Assign Permissions to View Activities on Timeline
              Give your users the permissions to view ‌activities that are outside their territory.
            • Configure Activity Timeline General Settings
              Customize how the Activity Timeline and Calendar views show activities, including default focus, territory and address filters, HCP activity rollup, and the visibility of detailed visit information.
            • Configure Activity Timeline Visibility Settings
              Control which standard and custom activities appear in the Activity Timeline and Calendar views, and customize the fields for expanded activities to make relevant information easily accessible.
            • Manage Timeline Display Text
              Customize the text that appears in the header and body of each activity on the Activity Timeline and Calendar views, and manage the options for filtering activities.
            • Activity Timeline Objects Access on Mobile
              The Activity Timeline provides desktop and mobile app users with a comprehensive view of their activities. Configure key objects to make this feature available on the Life Sciences Cloud mobile app and give your mobile app users access activity-related data.
             
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