MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Activity Timeline Component with Household Roll-Up in Financial Services Cloud

By Salesforce Labs

Activity Timeline Component with Household Roll-Up

Free  

Never requires payment

Try It
Industries
Financial Services
Business Need
Finance
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

The package pertains to a Financial Services Cloud platform that includes an advanced Household Activity Timeline Component designed to enhance visibility of activities within a household.

  • Household Activities Timeline

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud

App Details

Version
HouseholdActivitiesTimeline/ver 1.5 1.5.0
Listed On
07/30/2024
Latest Release
07/30/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/30/2024

Additional Details

Overview: -- The package pertains to a Financial Services Cloud platform that includes an advanced Household Activity Timeline Component designed to enhance visibility and organization of activities within a household. Problem Addressed: -- In existing systems, activities linked to individual members of a Household do not appear on the Household's Activity Timeline. Users must navigate to each member's Activity Timeline or check the Household's Activities related list to view these activities, leading to fragmented and inefficient activity tracking. https://ideas.salesforce.com/s/idea/a0B8W00000OUmlDUAT/show-household-activities-in-the-activity-timeline Solution: -- The proposed Activity Timeline Component addresses this issue by ensuring that all relevant activities are visible directly on the Household’s Activity Timeline. This consolidation simplifies tracking and provides a unified view of all interactions and activities related to the Household.

Need help?

Salesforce Labs

San Francisco, CA, USA

Other ResourcesTerms & Conditions