In this salesforce tutorial, we will discuss, how to enable activity timeline in salesforce. I will also show you, how to permit activity timeline in salesforce.
Recently, I was working in Salesforce, where we got a requirement to enable activity timeline in Salesforce. So, in this blog, I will also explain, how to enable Activity Timeline in Salesforce.
- What is a timeline in Salesforce?
- How to enable activity timeline in Salesforce
- How to enable activity timeline in Salesforce lightning
- How to permit activity timeline in Salesforce
- How to allow activity timeline in salesforce
What is a timeline in Salesforce
In salesforce activity timeline is used for showing activities with the name fields like contacts, accounts, and leads and also showing activities related to the fields such as opportunities and accounts, etc.
The activity timeline is present on the dashboard and the salesperson can easily access the whole sales activity timeline on their dashboard.
Freddie Mac company is based in McLean, Virginia, USA it might be created as an object related to medical, and dental, and the company wants to enable the activity timelines from where the salesperson can easily access the whole sales activity timeline on their dashboard.
So, with this, we understand what is activity timeline. Now, let’s move ahead and see how to enable the activity timeline in Salesforce.
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How to enable activity timeline in Salesforce
Here we will understand how to enable activity timeline in salesforce. So, let’s see how to enable activity timeline in salesforce. If you want to learn how to enable activity timeline in salesforce follow these steps:
- Firstly go to the sales and click on the object and see whether the activity timeline is visible or not if not.
- Go to the setup that is present under the gear icon then enter the record page setting in Quick Find Box, and select the record page setting.
- The record page setting page is open there is two option related lists or activity timeline, select the activity timeline option.
- After clicking on the activity timeline option click on the save option.
- Again go to sales select the object and you can see that this time the activity timeline is visible.
Now, let’s move ahead and see how to enable activity timeline in Salesforce. We will explore salesforce experiences: Salesforce lightning. This is available in Lightning only.
Read: How to remove new event from activity tab in Salesforce lightning
How to enable activity timeline in Salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
Follow the below steps on how to enable activity timeline in salesforce lightning:-
Step-1: Firstly go to the sales and click on the leads and see that the activity timeline is visible or not if not.
Step-2: Go to the gear icon and then click on the setup that is present under the gear option.
Step-3: After clicking on the setup then enter record page setting in Quick Find Box, select the record page setting.
Step-4: After clicking on the record page settings, the record page setting page is open there is two option related lists or activity timeline, select the activity timeline option and then click on save option.
Step-5: After clicking on the save option, again go to sales select the lead object and you can see that this time the activity timeline is visible.
This is how we understand how to enable activity timeline in salesforce lightning. Further, we will learn how to permit activity timeline in salesforce.
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How to permit activity timeline in Salesforce
Here we will understand how to permit activity timeline in salesforce. So, let’s see how to permit activity timeline in salesforce. If you want to learn how to permit activity timeline in salesforce, follow these steps:
Step-1: First go to the sales and click on the opportunities object and see whether the activity timeline is visible or not if not.
Step-2: Go to the gear icon and then click on the setup that is present under the gear option.
Step-3: After clicking on the setup then enter the record page setting in Quick Find Box, and select the record page setting.
Step-4: After clicking on the record page settings, the record page setting page is open there is two option related lists or activity timeline, select the activity timeline option and then click on save option.
Step-5: After clicking on save option, again go to sales select the opportunities object and you can see that this time the activity timeline is visible.
So, with this, we understand how to permit activity timeline in salesforce lightning.
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How to allow activity timeline in salesforce
Here we will understand how to allow activity timeline in salesforce. So, let’s see how to allow activity timeline in salesforce. If you want to learn how to allow activity timeline in salesforce follow these steps:
Step-1: First go to the sales and click on the Project USA object and see whether the activity timeline is visible or not if not.
Step-2: Go to the gear icon and then click on the setup that is present under the gear option. After clicking on the setup then enter record page setting in Quick Find Box, select the record page setting.
Step-3: After clicking on the record page settings, the record page setting page is open there is two option related lists or activity timeline, select the activity timeline option and then click on the save option.
Step-4: After clicking on save option, again go to sales select the Project USA object and you can see that this time the activity timeline is visible.
In this way, we understand how to allow activity timeline in salesforce lightning.
Conclusion
In this tutorial, we have learned how to enable activity timeline in salesforce, and also we have covered how to permit activity timeline in salesforce. This can be performed on salesforce lightning.
- What is a timeline in Salesforce
- How to enable activity timeline in Salesforce
- How to enable activity timeline in Salesforce lightning
- How to permit activity timeline in Salesforce
- How to allow activity timeline in salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.