Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
TimelinePlus
Custom Filters for your Activity Timeline
Overview
TimelinePlus is now free! TimelinePlus is an extended timeline component with highly customizable filters. Filter out the noise and let your users focus on the most important data.
Custom filters keep your team focused on the most important activities. Exclude auto-generated tasks, emails, Pardot messages, or show only meetings or tasks. Filter by subject, record type, or any other fields.
Optionally include records from another object in the same Activity timeline, for example include a filtered list of Cases along with Tasks and Events, or include records from a custom object.
Super simple drag and drop setup. You can allow users to create and maintain filters or restrict this to just specified users.
The full version of TimelinePlus is now free! TimelinePlus lets you add custom filters to your timeline. Use it to: • Filter out your Pardot and Marketing emails • View activities by Record Type • Show only activities for specific business units • Filter by Subject, including Contains, Starts With etc • Filter out your recurring daily tasks Adding filtered List Views is as easy as elsewhere in Salesforce. You can filter on any standard or custom fields, including record types, and can select values from picklists where available. Show data from different objects: • Show data from other standard or custom objects in the same activity timeline • Transparent to your users - they just see additional entries in their timeline • Easy to setup Easily add additional object data to your timeline, for example you could show Cases or Opportunities, or data from a custom object. Filters can be applied to these other objects as well as Tasks and Events for maximum flexibility. Setup in 2 minutes: Simply install the managed package and drag and drop the custom component onto your lightning page - it couldn't be easier but we're here to support you if you need us.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package