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Custom Activity Setup Overview
Review the tasks you must complete to set up custom activities on your timeline.
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. |
Start by configuring a custom object that serves as the parent or the container for child custom objects that represent the individual activities that you want to show on the timeline.
Then, configure the fields of the container object. Make sure the labels and field names of the fields are exactly as follows.
| Field Label | Field Name | Data Type | Description |
|---|---|---|---|
| Account | Account__c | Lookup (Account) | Represents the account that's related to the activity. |
| Entity Id | Entity_Id__c | Text | Represents the ID of the record to track on the timeline. |
| Entity Type | Entity_Type__c | Picklist | Represents the list of standard or custom objects to track. |
| Entity Subtype | Entity_Subtype__c | Text | Represents additional grouping of an object by criteria, such as object type or record type name. |
| Event Data | Event_Data__c | Long Text Area | Represents data related to the event in JSON format. |
| Event Date Time | Event_Date_Time__c | Date/Time | Represents the date and time of the event's occurrence. |
| Event Title | Event_Title__c | Text | Represents data from related records, and is used as a criteria for adding dynamic filters to account activities. |
| Hide From Activity History | Hide_From_Activity_History__c | Checkbox | Represents whether a record must be excluded from the account's activity history. |
| Title | Title__c | Text | Represents the title of the event. |
| Subtitle | Subtitle__c | Text | Represents a subtitle for the event. |
Lastly, create another custom object to represent the individual custom activities, such as in-person meeting.
Instead of manually setting up records, you can also use Apex code to generate records of the custom container object that correspond to each custom object.
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