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Configure Custom Activities for Activity Timeline

Configure Custom Activities for Activity Timeline

Show custom activities in the Activity Timeline by using a container object to link standard or custom object records to an account. To display these activities in the timeline, configure a container object, implement automation to link the records, and enable the custom activity in your Activity Timeline settings.

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.
  • Set Up the Custom Activity Container Object
    Create a container object to link custom activity records to their associated accounts and display them in the Activity Timeline. Use the Entity Type picklist field to define and represent the specific custom activity types you want to display for your users.
  • Automate Custom Activity Record Creation
    Automate container record creation and maintenance to keep them in sync and visible on the activity timeline whenever users create, update, or delete custom activity records. While you can implement this automation for using Flow, Apex, or other supported automation tools, this topic provides instructions for implementing it by using Apex.
  • Add Custom Activities to the Activity Timeline
    Show custom activities in the Activity Timeline by adding the container object to the Activity Timeline settings.
 
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