Configure Timeline in a data map to get a comprehensive and chronological view of survey
responses. For example, you can create timelines for the Contact object to monitor survey
responses with a low net promoter score. You can enable Timeline for standard objects and custom
objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
| Available with the Feedback Management - Starter or Feedback Management - Growth
licenses, and IndustriesServiceExcellenceAddOn |
For detailed setup and configuration steps, see Timeline in the Industries Common Features Guide.
- Create a Data Map for Survey Responses
Create a data map that creates a Task record based on survey responses. You can show the details of the record in a timeline. For example, you can create a standard survey to collect feedback and then create a data map that automatically creates a Task record based on a participant's response. You can then view the responses in a timeline.
- Create a Timeline to View Survey Responses
Create a timeline for a Contact record to show survey response details. You can select the fields to show for each timeline entry, and even show fields from other related objects and custom objects.
