Is it possible to have standard fields from the Activity Timeline on the new C360 layout Summary page similar to how we can currently use fields from the Company object?
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Hi
You can use the Widget for Activity timeline by
- Creating a widget report on Activity Timeline object in Report section.
- And then you can go to Administration → 360 Layouts → New C360 click the → Gear icon in summary.
- Under the Summary section you will see the Report Widgets Section under this section you will have your widget report created on Activity Timeline and then drag and drop it .
Hope the Above helps!
Thank you! Is it possible to make the report dynamic to that particular account’s page and not show every account that meets that reports criteria?
Yes
When you drag and drop the report widget in the summary section, It will ask you to configure the report and their you have to choose the Unique identifier for company and then the report will only show the data for specific companies.
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