Enhanced Timeline configuration for patient and member events
Key Takeaway
To show an object's records as timeline events, the object needs a direct lookup to the base object, and you must add it as a related object.
Enhanced Timeline is a Lightning component in Agentforce Health that shows key events about a person or a resource, such as a patient or member, in time order and in one place. Users get a single source of truth. An admin builds timeline configurations in Setup by picking a base object and its related objects. The Timeline component then goes on Lightning record pages or Experience Cloud sites, so care teams and patients can see the events.
Base object and related objects
A timeline shows data from objects as a sequence of events over time. You decide what it shows by choosing a base object and its related objects. Both can be standard or custom objects.
Each related object must have a direct lookup to the base object. So to show each record of a custom object as a separate event, the custom object needs a direct lookup to the base object, and you must add it as a related object. An indirect link through another object, such as a Case, does not work.
You choose the lookup field that links the related object to the base object. If a related object has only one lookup to the base object, that lookup field is selected automatically and can't be changed.
A clinic's timeline uses Account as the base object, and the clinic tracks home visits in a custom Home Visit object. Home Visit has one lookup to Account, Patient__c, so that field is selected automatically when you add Home Visit as a related object. Each home visit then appears as a separate event on the patient's timeline. The clinic also has a custom Lab Sample object that looks up to Home Visit but not to Account. Lab Sample reaches the patient only through Home Visit, so its records can't appear as events until Lab Sample has its own direct lookup to Account and you add it as a related object.
Each base object can have up to five related objects. For a related object with record types, you can select up to three record types by default. Salesforce Support can raise that limit to five.
Any custom object on the timeline needs a custom tab to display correctly.