Timeline usability enhancements


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Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Aug 2, 2019 This feature is released. Oct 1, 2019

Feature details

The current timeline experience provides users with an overview of notes and activities associated with the entity for which it is shown (case, account, contact, and so on); however, the interaction model and a lack of information density prevent users from finding the information that they need efficiently.

Updates to the timeline experience will enable customers to see larger amounts of information and filter to see specific activities. Sales managers, salespeople, and customer service agents who are looking at the history of interactions with an account, contact, or case will benefit from the ability to find data more quickly.

Timeline enhancements include the following:

  • Improved information density for greater visibility of items without the need to scroll.
  • Improved filtering by activity type, ability to set multiple filters simultaneously, and visual indications that the list is filtered.

See also

Feature exploration (video)

Learn the basics of the Customer Service Hub (docs)