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TimelinePlus Free Edition [UNSUPPORTED]

Custom Filters for your Activity Timeline

Overview

  • 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.

  • Take a look at the paid of TimelinePlus for more advanced features such as multiple list views per object and adding additional objects to your timeline: https://appexchange.salesforce.com/listingDetail?listingId=a0N3u00000Ptw9dEAB&tab=e

  • Super simple drag and drop setup.

** The full version on TimelinePlus is now free, this earlier free version is now unsupported. ** 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 a filtered Activity Timeline 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. 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

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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package