Timeline
Transform Your Salesforce Record Experience
Timeline revolutionizes how you view and interact with your Salesforce data by providing a unified, chronological view of all activities related to your records. Whether you're tracking customer interactions, managing project milestones, or monitoring case progress, Timeline brings clarity to complex data relationships.
What is Timeline?
Timeline is a powerful Salesforce component that displays a comprehensive timeline of events, extending far beyond the capabilities of Salesforce's standard timeline component. It seamlessly integrates:
- Standard Activities: Tasks, events, and emails
- Custom Objects: Any custom records you've created
- Related Records: Indirectly connected data that provides valuable context
- Interactive Actions: Perform operations directly from timeline items through flows, custom Apex classes, or Lightning Web Components
Why Choose Timeline?
- Complete Visibility: See the full story of your records with comprehensive activity tracking
- Enhanced Productivity: Take actions directly from the timeline without switching contexts
- Administrative Control: Admins can customize what appears on the timeline and define available actions
- Flexible Integration: Works with your existing Salesforce setup and custom objects
Pricing & Features
Timeline follows a freemium model, offering essential features for free while advanced capabilities require a Timeline PRO license. Features exclusive to PRO users are marked with PRO throughout this documentation.
Timeline is made by
