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Get Your Org Ready for Activity Timeline

Get Your Org Ready for Activity Timeline

Before configuring Activity Timeline, ensure all supported activities are enabled and visibility settings are defined. This ensures that engagement data is consistent and visible to all users and territories associated with the same account.

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.
  • Configure Supported Activities
    To ensure that your engagement activities are shown in the Activity Timeline, make sure that the corresponding activity features are enabled and are set up correctly. Activity Timeline supports the display of both standard and custom activities configured in your org.
  • Activity Visibility in the Activity Timeline
    The Activity Timeline provides a unified view of customer engagement across teams, helping users collaborate effectively. Configure visibility to balance these collaboration needs with compliance and data security requirements.
  • Assign Permissions to View Activities on Timeline
    Give your users the permissions to view ‌activities that are outside their territory.
 
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