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nurah_muhamad
Contributor ⭐️
October 13, 2017
Released

Deleting Timeline Activities

Related products:CS Timeline & Activity Tracking
  • October 13, 2017
  • 49 replies
  • 1258 views
How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

49 replies

HollySimmons
Helper ⭐️
April 29, 2020

Great news @nitisha_rathi - just checking is the work on track for end of Q2 still?

nitisha_rathi
Expert ⭐️⭐️
May 5, 2020

@nitisha_rathi - what are your thoughts on allowing an admin to edit and/or delete entries created by others?
 

It is needed and is on our roadmap. We may get to it by Q3 or Q4 this year.

HollySimmons
Helper ⭐️
May 5, 2020

Within the consideration could you also please include the ability to update via rules? 

We would like to write-back to existing timeline entries with additional information from Salesforce that is added/updated on the event via a workflow. 

 

Currently we still have to do most of our meeting reporting on SF for this reason which is a shame an impacts on GS adoption across senior leaders. 

Jef Vanlaer
Helper ⭐️⭐️⭐️
July 23, 2020

I'm a bit surprised that this feature idea has been standing for such a long time. I would assume that at least admins are able to delete timeline entries. I am facing the problem today, so looking forward to the solution coming up...

cmultanen
Helper ⭐️
October 14, 2020

Any update on this? 

Helper ⭐️⭐️⭐️
October 22, 2020

Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, the Activity configuration window includes an Activity Type field. This allows users to change the Activity Type after the activity is created without having to delete the record and lose their progress.

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!

mary_taylor
Contributor ⭐️⭐️⭐️⭐️
February 11, 2021

What was the outcome of enabling an Admin to delete a timeline entry?  We create Milestones through rules (so they get the creator ID of the system Administrator) and some were created in error and we need to delete them.  How would I do that?

Erseburse
Contributor ⭐️⭐️⭐️⭐️
March 14, 2021

@dan_ahrens  - would love the ability as an admin to delete entries! WE are doing a major cleanup and this is a gap. 

dan_ahrens
Expert ⭐️⭐️⭐️
March 16, 2021

I’ve updated the status to partially fixed as the original request actually had two use cases: 
1) ability to change the activity type
2) ability for admins to delete timeline activities created by others

1 has been delivered but 2 is still outstanding. 

VP of Customer Success at Forcepoint
TMaier
Helper ⭐️
April 15, 2021

+1 for allowing admins to delete timeline activities created by others. I’ve had several instances where newly-onboarded members of the team were logging duplicate activities for emails (because they used the plugin as well) and I’m having to manually tag each one. It’s painful for me, and painful for the users.