Pin and unpin records in timeline

Important

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Enabled for Public preview Early access General availability
Users, automatically - Jul 31, 2023 Oct 2, 2023

Business value

Provide flexibility for your agents by allowing them to pin activities such as records to the top of the timeline so that they can quickly access them later.

Feature details

The pin and unpin capability provides flexibility for agents by keeping activities such as records visible at the top of the timeline. This helps agents save time by not requiring them to scroll an entire timeline to find the information they need.

See also

Pin or unpin records in timeline (docs)