Salesforce Shorts : Filter the Activity Timeline | Scribe

Salesforce Shorts : Filter the Activity Timeline

  • SalesforceSalesforce
information ordinal icon
Our example is based on a Contact Record but the same functionality can be found on other Record Types.
1
The **Activity Timeline** records all Activity on the record, divided into those in the past and those scheduled for the future shown in "Upcoming & Overdue", including **Phone Calls**, **Events** (meetings), **Tasks** and **Emails**.
2
To filter the **Activities,** click on the **Activity Clog**
3
This provides multiple way to Filter the Activity Timeline - Set a Date Range - Show just your Activities - Select Activity Type(s) And sort from Oldest to Newest. In this example, we want to just view emails so we have selected the "Email checkbox", and then clicked "Apply".
4
The **Activity Timeline** then just shows emails.
5
To return to seeing all Activities, click "Show All Activities" at the bottom.
6
The **Activity Timeline** is restored in full.
information ordinal icon
We aim to bring you simple Salesforce training guides specifically with the end user in mind. Clear, jargon-free training, focused on the human. To find out how we can support your Salesforce usage and adoption using Scribe, specifically tailor-made to your organisation, email us at [[email protected]](mailto:[email protected]) for more information.