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            How Timeline Works in Salesforce

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            How Timeline Works in Salesforce

            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.

             
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            Salesforce Help | Article