Extensibility support for Activities Panel

The Activity Feed panel, located within the foldout sections of the object record, has been designed to be extensible, allowing customers the flexibility to modify and customize it according to their specific requirements.

• Sales Admin users can tailor the panel to show the information most relevant to the user role, which can lead to increased efficiency and satisfaction.

• By customizing the feed panel to display pertinent activities and data, users can reduce the time spent searching for relevant information, thus speeding up decision-making and daily tasks.

• Sales Admin users can filter out the non-critical activities by customizing what activities and records users see, leading to better management of data and more focused attention on critical items.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Admin users can customize the activity feed panel in Visual Builder by following the same process applicable to customize other foldout panels.

Navigate to the object i.e Account, lead etc., and expand on Panel Container layout. The user have to duplicate the existing panel configuration and modify the default query with the customized requirement.

Access Requirements

Only users with Sales administrator privileges can access this functionality