Salesforce Shorts : Filter the Activity Timeline

Activity Timeline is the quick and easy way to see what contact has been had about a Contact, Account, Opportunity or Lead. But this can quickly become overwhelming when there is a lot of Activity over a long period of time. Thankfully, you can Filter the Activity Timeline to find the information you need.

Sara Burton
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6 steps
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41 seconds

Salesforce

Our example is based on a Contact Record but the same functionality can be found on other Record Types.

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**.

To filter the **Activities,** click on the **Activity Clog**

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".

The **Activity Timeline** then just shows emails.

To return to seeing all Activities, click "Show All Activities" at the bottom.

The **Activity Timeline** is restored in full.

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