54 Posts

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3.1K Points

Fri, Feb 8, 2019 12:00 AM

Acknowledged

Associate Timeline entries with Opportunities?

One of my customers have 100s of Opps associated with their customer. Is there a way to have a 'linked object' mechanism to associate Timeline entries with Opps? Ability to add Timeline entries for a specific Opportunity rather than the customer account. This way the Timeline entries related to that opp becomes reportable and searchable.

Note: I know we can add Timeline entries to a CTA that has opportunity as a linked object. This is not the use case descibed above.

I also know that Timeline can be accessed by the widget in Opp. This is not the use case descibed above.