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Associated Records and Activity Timeline

  • September 1, 2023
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pchoe
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  • pchoe
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Hello,

I’m currently running into an issue where we use the Activity Timeline to determine one of our scores for one of our measures (Last EBR Date). We have a child account that is showing an EBR was conducted on it’s timeline but it’s marked as an Associated Record. Turns out the EBR was conducted on the Parent account’s timeline and marked all the children accounts as an Associated Record. It’s a little confusing because when you look at the child account’s timeline you can see an EBR has been conducted. However, when I run a report looking for the latest Activity Date and showing the different types of activities, it has the child account as having an EBR a year ago when it actually had the EBR 2 months ago. 

Best answer by bradley

Hey @pchoe - the short answer is that the “Associated” records aren’t logged on Activity Timeline but in another object. That’s why you’re not able to see the record when you run a normal Timeline report.

 

I recommend having a read of these notes here: 

There’s a bit more detail on how Associated Records actually works than I’ve found with official documentation. The comments have a few related posts you may be interested in as well.

 

If you have rules and reports looking at “Last timeline entry” but also have Associated Records enabled, you’ll have to basically change all of those rules and reports to either look at the other object, or use Data Designer (depending on your use case) so you can find the original AND associated records in the same object.

Hope that helps!

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bradley
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  • September 1, 2023

Hey @pchoe - the short answer is that the “Associated” records aren’t logged on Activity Timeline but in another object. That’s why you’re not able to see the record when you run a normal Timeline report.

 

I recommend having a read of these notes here: 

There’s a bit more detail on how Associated Records actually works than I’ve found with official documentation. The comments have a few related posts you may be interested in as well.

 

If you have rules and reports looking at “Last timeline entry” but also have Associated Records enabled, you’ll have to basically change all of those rules and reports to either look at the other object, or use Data Designer (depending on your use case) so you can find the original AND associated records in the same object.

Hope that helps!

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