A timeline lets users see data from objects as a sequence of events happening over
time. You determine what information shows on the timeline by choosing the base (or primary)
object and the related objects. You can use standard objects or custom objects.
Required Editions
Available in: Lightning Experience
Available in: All editions with Industry Service Excellence permission set
licenses
A user’s profile permissions determine access to timelines. You can assign a user multiple timeline configurations.
For example, a user profile can have access to timelines that represent engagement data and assessment data.
Before you start configuring a timeline, identify your requirements. At a minimum, decide which objects are required for the timeline and the
information you want it to show.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.