Timeline for a chronological view of client history
Key Takeaway
Timeline shows records from related objects as dated events on the record page of a base object, such as Account. Each related object needs a direct lookup to that base object.
Timeline gives users a comprehensive, chronological view of customer interactions, with the key events about a person or a resource in one place. An admin creates a timeline configuration on a base object, adds related objects, picks the fields each event shows, and activates the configuration. The admin then adds the Timeline component to a Lightning record page, so users see the client's history directly on the client record.
How Timeline works
A timeline shows data from objects as a sequence of events over time. You decide what the timeline shows by choosing a base object (also called the primary object) and its related objects. Both can be standard or custom objects. For example, to show a customer's account history, select Account as the base object.
A user's profile permissions determine which timelines that user can access. One user can have several timeline configurations. For example, a profile might have access to separate timelines for engagement data, investment decisions, and credit ratings.
Salesforce recommends identifying your requirements before you configure a timeline. At a minimum, decide which objects the timeline needs and what information it should show.