Activity Timeline Customization Considerations

Note If Enhanced Email isn’t enabled, emails aren’t saved as tasks and don’t appear on the activity timeline.

The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.

Tasks and all-day events have an implicit due date of midnight of the last day of the event. Multi-day events end on midnight of the last day of the event.

On the detail page for objects that support activities, Lightning Experience doesn’t display the Open Activities or Activity History related lists along with other related lists. It displays the activity timeline instead.

In some Salesforce orgs, page layouts or record types need adjustments to prevent tabs from disappearing from the activity composer. Also, if you customize the display and order of fields in the activity timeline, be aware of the behavior of certain fields.

You can customize the activity timeline using the Lightning App Builder.

Note Put the activity timeline component at the bottom of a layout, with no other components beneath it.

Activity Summary

The second row of an activity in the activity timeline is a summary of the activity. Key fields provide a quick context about the activity.

Display and Order of Fields

In the activity timeline, you can customize the display and order of fields when an activity is expanded for events, tasks, logged calls, voice calls, and video calls.

Do this customization using event and task compact layouts. Even if you remove certain fields from a compact layout, they remain in the activity timeline because they contain essential activity information.

For example, suppose that you remove the due date, the date and time, or the task status fields from a compact layout. The event start date and time, the task checkbox, the task due date, and the call logging date still appear on activities in the activity timeline.

The description field for events and the comments field for tasks also always appear in the activity timeline, although they aren’t available in the compact layout. The remaining fields visible in the activity timeline reflect the fields you include in the compact layout.

Custom Fields

Custom fields added to the compact layout don’t appear in the activity timeline.

Task and Event Compact Layouts

For compact layouts for tasks and events, these considerations also apply:

• The first field is always skipped.
• If a record doesn’t have data for a field, the field is skipped.

Icons

The icons for activity types (such as events, tasks, logged calls, voice and video calls, and email) in the activity timeline aren’t customizable.