Activity Timeline in Salesforce

Activity Timeline in Salesforce allows users to track their activities.

In this Salesforce tutorial, I will explain about activity timeline in Salesforce. I will also explain how to enable activity timelines in Salesforce.

Additionally, I will step-by-step guide you on how to customize the activity timeline in Salesforce.

Table of Contents

Activity Timeline in Salesforce

The Salesforce activity timeline shows the activities such as emails, calls, tasks, and events in one place. Activity timeline is present on the dashboard that allows the users to access and track the complete activities that they perform, such as email history, prioritize tasks, upcoming events, etc,

You can use it in the accounts, cases, contacts, contracts, claims, leads, opportunities, and insurance policies. You can even view the activity timeline on the custom object with the activity-enabled feature.

Enable Activity Timeline Salesforce

Sometimes, the activity timeline in Salesforce is not visible on the dashboard. Here is the example; you can see that the activity timeline is not visible in the lead objects.

Instead of showing the activity timeline, it shows the “Open Activities” and “Activity History” in the related section.

Below are the steps to enable the activity timeline in Salesforce:

1. Go to the “Gear” icon and click on the “Setup” option.

2. In the “Quick Find” box, search for “Record Page Settings” and click on it once found.

3. Scroll down to the “Default Activities View” section. Here, you will get the two options:

Related Lists: It shows the open activities and the history of the activities.
Activity Timeline: It shows the upcoming activities and past activities in the timeline chart format.

Click on the “Activity Timeline” to enable it, and then click on “Save”.

how to enable activity timeline in salesforce

You can see how the activity section is visible. Under this tab, you will get the activity timeline related to the leads object.

In this way, you can enable the activity timeline in Salesforce.

Customize Activity Timeline Salesforce

You can customize the activity timeline in Salesforce on the basis of some settings, or you can call filters.

1. Click on the “App Launcher”, and search for the object on which the activity timeline is present. For example, let’s say on account object.

2. Select any account whose activity timeline you want to see. For example, let’s say “Dickenson plc”.

3. Click on the “Gear” icon on the “Activity” tab to customize the activity timeline.

4. You can customize the activities on the activity timeline on the following filters:

Settings	Description
Data Range	It filters the activity on the basis of the date. You will get the “All Time”, “Last 7 days”, “Next 7 days”, and “Last 30 days” activities.
Activities to Show	It filters the activities on the basis of all activities for which you have access or the activities that are created by you only.
Activity Type	It filters on the basis of the activity type. You will get “All Type”, “List Email”, “Email”, “Logged Calls”, “Events” and “Tasks”.
Sort Upcoming and Overdue Activities	You will always get the upcoming activities and past activities on the activity timeline. This filter helps you to sort the activities from “Oldest Dates First” or “Newest Dates First”.