Explore the changes that you can make to the activity timeline.
Required Editions
| Available in Lightning Experience in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related object record.
Tasks and all-day events have an implicit due date of midnight of the last day of the event. Multi-day events end on midnight of the last day of the event.
On the detail page for objects that support activities, Lightning Experience doesn’t show the Open Activities or Activity History related lists along with other related lists. It shows the activity timeline instead.
In some Salesforce orgs, page layouts or record types need adjustments to prevent tabs from disappearing from the activity composer. Also, if you customize the display and order of fields in the activity timeline, be aware of the behavior of certain fields.
You can customize the activity timeline by using the Lightning App Builder.
- Activity Summary
- The second row of an activity in the activity timeline is a summary of the activity. Key fields provide a quick context about the activity.
- Display and Order of Fields
- In the activity timeline, you can customize the display and order of fields when an activity is expanded for events, tasks, logged calls, voice calls, and video calls.
- Do this customization using event and task compact layouts. Even if you remove certain fields from a compact layout, they remain in the activity timeline because they contain essential activity information.
- For example, suppose that you remove the due date, the date and time, or the task status fields from a compact layout. The event start date and time, the task checkbox, the task due date, and the call logging date still appear on activities in the activity timeline.
- The description field for events and the comments field for tasks also always appear in the activity timeline, although they aren’t available in the compact layout. The remaining fields visible in the activity timeline reflect the fields that you include in the compact layout.
- Custom Fields
- Custom fields added to the compact layout don’t appear in the activity timeline.
- Task and Event Compact Layouts
- For compact layouts for tasks and events, these considerations
also apply:
- The first field is always skipped.
- If a record doesn’t have data for a field, the field is skipped.
- Icons
- The icons for activity types (such as events, tasks, logged calls, voice and video calls, and email) in the activity timeline aren’t customizable.
- Shared Activities
- When shared activities isn't enabled, an activity can appear on the timeline of multiple records of different types. For example, a task can appear on the timeline of a related account, contact, and opportunity regardless of the shared activities setting.
Activity Timeline in the Salesforce Mobile App
The activity timeline is available in the Salesforce mobile app for iOS and Android. It's enabled by default on the supported record types: accounts, contacts, leads, and opportunities. Filter and search aren't supported on mobile.
You can turn off Activity Timeline on the app for all users by adding a connected app custom attribute. In Setup, enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify. In the Custom Attributes section on the connected app page, click New. Enter DISABLE_ACTIVITY_TIMELINE for the attribute key and “true” for the attribute value.