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Activity Visibility in the Activity Timeline

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.

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.

Depending on your organization’s data access and compliance requirements, you can control how activity information is displayed.

  • Standard Salesforce Out-of-the-Box Platform Sharing: Users access activity records directly through Salesforce sharing rules and object permissions.
  • Controlled Visibility (Custom Container Object): Users see high-level activity details, such as type, date, or ownership, without having access to sensitive information. Visibility is controlled through the sharing model defined in the container object.
 
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