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Customer Interaction Timeline

Unifying interactions

Overview

One-stop solution to get all the interactions from all the channels such as Cases, Calls, Emails, and digital channels such as Messaging Sessions, Social Posts, Chats, you have it all

1 of 2

  • Want to view your customer case interaction with a single click, here is View Cases for you. Plug and Play, Responsive, Lightning Ready.

  • Granular control to show specific entities

1.) Let’s visualize the customer interactions in a unified panel 2.) Visualize the timeline of your customer interactions coming from multiple channels 3.) Look at your customer case interactions with just a single click 4.) Save time by just searching the entity that you want 5.) Place it anywhere on record pages on standard service cloud objects

Categories

Business Needs
Agent Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Person Accounts
Managed Package

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