As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in the future.
Originally we designed Timeline in response to many customers who wanted a superior note taking tool. They were using systems like OneNote, Evernote and others and it just didn't meet the grade. So we built Timeline.
One of our original goals was to provide a high quality repository of customer notes. Different than SFDC activity history, which logs everything and can get pretty noisy, Timeline would be cleaner and easier to find specific human interactions.
But things evolve and we want to get your input. We've had some customers ask about having the ability to sync every CoPilot or Advanced Outreach email, CTAs, Milestones, NPS survey responses and even health scores to Timeline.
[i]What's your point of view?
Should we keep Timeline as a view of human interactions only or would you want to drop automated, system generated actions in Timeline as well? And if we do drop in a larger number of activities, and that makes Timeline more "noisy" and harder to find specific information, how does that impact usability for your end users?
Best answer by rajesh_gandeView original