Also have the ability for a Timeline entry created in the CTA to be editable in the 360 Timeline
None
We are very excited to have the option to add a timeline activity from a CTA! I noticed that activities created in a CTA are NOT editable in the 360 timeline, rather you can only edit by going back to the CTA. It would be great if activities could be updated from both locations.
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This is definitely in our roadmap and will be available in short-term.
Thanks,
Nitisha
Nitisha, going along with this idea, I have a customer who requested what I think is a really good request, which is to be able to link to the CTA from Timeline. Or at the very least, be able to show the CTA name and potentially other relevant CTA attributes in that Timeline view.
As of right now, if you create a timeline activity in a CTA, and then navigate to Timeline to see those notes, all the notes say is that it's associated with a CTA. It doesn't say anything about the CTA at all (see screenshots below from my dev org). It would be nice to give Admins the ability to configure this.
We are facing some technical issues in solving this problem but we are working on it. I cannot give an exact ETA but it will be short term. I will give more updates as we move ahead in the release cycle.
Thanks,
Nitisha
Yes, while creating a CTA from Timeline it picks the default CTA type which is present in Admin,
By default the type selected is Activity.
Select appropriate CTA type for each Entity, if there's no default value at entity level it will pick up from Global.
Regards,
Hitesh