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?

Customize Timeline/Milestone Process

Timeline/Milestone Process for Any Data Type

Starting at $500   USD/company/month

Discounts available for nonprofits

Try It
Business Need
Analytics
Project Management
IT Management
Requires
Platform Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Base package (free): Asynchronous Process Manager / Creator https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PuKbREAV

App Details

Version
Customize Timeline Process/2.23 2.23.1
Listed On
02/14/2022
Latest Release
07/07/2026
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
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: 14
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 16
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/07/2022

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

Support Phone+972 52400810