Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Customize Timeline/Milestone Process
Timeline/Milestone Process for Any Data Type
- Business Need
- AnalyticsProject ManagementIT Management
- Requires
- Platform Cloud
Get a high-resolution view of your business processes by setting timeline / milestone processes for any data type. With Solu-Timeline, you can track, automate and measure processes with maximum visibility, to drive efficiency and improve the bottom line.


Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Customize Timeline Process/2.23 2.23.1
- Listed On
- 02/14/2022
- Latest Release
- 07/07/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No 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.
- Native AppNo LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 14Custom Tabs: 6Custom Apps: 1
- Lightning Components
- Global: 16App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
PROCESS MANAGEMENT MADE EASY: ✅ SAVE TIME & MONEY: avoiding the need for costly development resources or building complex reports. ✅ DRIVE EFFICIENCY: empower the organization with enhanced tracking, measurement, and automation capabilities for any type of data. ✅ MANAGE WITH CONFIDENCE: streamline processes with a maximal view while avoiding blindspots. KEY CAPABILITIES: - Custom timeline for any data type - Markers representing process milestones - Due-dates, rules and dependencies between milestones - Automation activities including emails and notifications - Activity tracking component - Custom dashboard with a status view - Aggregative reports for performance analysis USE CASES: - Sales opportunities analysis - Marketing lead lifecycle - Customer onboarding - Service support request - Order forms timeline tracking - Contract process - Vendor SLA enforcement
Need help?
Liron Cohen
Haifa, Israel