Setup

If you've followed the previous step you've now installed the TimelinePlus app, so it's available for use. However there are a couple of configuration changes we need to make so users can start using the component.

Basic Setup

Enabling the standard features of TimelinePlus for your users is very straightforward - simply drag and drop the Timeline component onto a Lightning page. That's it! For example, you could go to an Account detail page, and click Edit Page:

Then you can simply drag and drop the component wherever you like. In our example we'll add a new tab for TimelinePlus and drag and drop the component onto the new tab:

That's all there is to it - all activities will now appear in the new component on the Account detail page.

Add Records from Another Object

One of the most popular features of TimelinePlus is how we can display records from different objects in the Timeline, for example we could include Cases or Opportunities in the same list as the Activities.

It's actually very simple to set this up. Firstly go back into the Lightning page we added TimelinePlus to, and click on the TimelinePlus component:

The attributes on the right hand side are where we specify which object to display and how to tell Salesforce how to retrieve and display the data.

Object Name

Specify the API name of the object to add, for example Case, Opportunity or Milestone__c (custom objects are supported)

Object Label

This is a friendly object label displayed to the user in the timeline.

Relationship Field

This is the field on the object which contains the relationship field to the object we;re on the detail page of. For example, if we were adding the Case object to the Account detail page timeline this would be AccountId - because AccountId is how Cases and Accounts are related.

Date Field

We need to specify a Date field on the object so we can display the records in the correct position in the timeline, just add the API name of the field here, e.g. Close_Date__c

Title Field

This is the value shown in the Timeline list of records, helping the user identify which record they're looking at.

The easiest way to get familiar with this is to simply give it a go! It should all make sense as you work through it but if you're having problems please get in touch and we'll be happy to help.