'How to sort the Activity Timeline by Profile/User on an Account in Salesforce
I am a relative novice with the Salesforce interface and platform itself so if I misuse some terminology, I apologize. In my current role, I am undertaking the challenge of learning APEX and one of the tasks that I have been assigned is figuring out how to sort/filter the Activity Timeline by Profile/User on an Account's page. I have been reading up on this topic but haven't found anything concrete. The closest thing to discovering an answer is the following link,
https://trailblazer.salesforce.com/ideaView?id=0873A0000003XdlQAE
however based off of the conversation, I believe the post is referring to the desire to have an already built-in filter beyond Date Range, Activities, and Activity Type. So with that being said, I was wondering if it is possible to:
- Filter the Activity Panel by User and if so ...
- How can I complete this task, whether through APEX or some other method
The following image is the Activity Timeline that I am referring to, and the names highlighted in yellow are the User/Profiles that I am referring to. My objective is to sort the display by these names instead of the default chronological order per month. Thank you in advance!
Solution 1:[1]
bit late to this but as far as I know there's no way to filter the standard component, which is why I built TimelinePlus (you can find it on the AppExchange). It's kindof a complicated build once you get past the basics but it's certainly possible to build this from scratch, there are also SLDS components to help with the styling.
Sources
This article follows the attribution requirements of Stack Overflow and is licensed under CC BY-SA 3.0.
Source: Stack Overflow
| Solution | Source |
|---|---|
| Solution 1 | dnky |