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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.
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. |
Standard Activites:
- Assessment Task
- Inquiry
- Life Science Email
- Survey Response
- Visit
Assessment Task
Assessment tasks facilitate strategic account planning as part of key account management. Complete the following steps to ensure that assessment tasks associated with an account appear in the Activity Timeline.
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Assign users the Life Sciences Key Account Management permission set or grant them access to the Assessment Task object.
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Configure Assessment Tasks and create assessment task records.
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Ensure the Due Date field is populated in all records, as the Activity Timeline uses this field as the timestamp for Assessment Task entries.
Inquiry
Inquiries are medical or product-related questions submitted by healthcare professionals and tracked by medical or commercial teams.
Complete the following steps to ensure your users can view customer questions and responses associated with an account in the Activity Timeline.
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Configure Inquiry Management and create inquiry records.
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Ensure the Submitted Date Time field is populated in all records, as the Activity Timeline uses this field as the timestamp for Inquiry entries.
Life Sciences Email
Life Sciences Email represents customer email communications sent to healthcare professionals or organizations and tracked in Agentforce Life Sciences.
Complete the following steps to ensure that emails associated with an account appear in the Activity Timeline.
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Configure Life Sciences Email and create email records.
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Configure email actions to allow users to resend emails and reschedule or cancel scheduled emails directly from the Activity Timeline.
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Ensure the Last Event Date field is populated in all records, as the Activity Timeline uses this field as the timestamp for email entries.
Survey Response
Survey responses capture the feedback and profiling data collected from healthcare professionals through completed surveys.
Complete the following steps to ensure that survey responses associated with an account appear in the Activity Timeline.
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Configure surveys and collection of survey responses.
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Ensure the Completion Date Time field is populated in all records, as the Activity Timeline uses this field as the timestamp for survey response entries.
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Sync survey responses to Survey Response records to ensure that survey responses collected across web and mobile are consistent in the Activity Timeline.
Visit
Complete the following steps to ensure that visits associated with an account appear in the Activity Timeline.
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Configure Visit Management and create visit records.
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Ensure the Planned Start Time field is populated in all records, as the Activity Timeline uses this field as the timestamp for visit entries.
