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Customer experience | Sales, Customer Insights,...
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How do I sync timelines between two custom entities (just like contact and account do by default)

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Posted on by 15

Hi all,

I am trying to make two custom entities behave similarly as the contact and account entity in regard to the timeline.

By Default when you add something to the timeline of a contact record you will see this as well on the timeline of the related account record.

I built the following:

- Two custom entities named 'Declaration' and 'Declaration line'. In this scenario Declaration has a parental relationship towards declaration line details are equal to that of account to contact. 

-  However when I ad an activity to the timeline of declaration line I do not see that this information appears on the timeline of 'declaration.  How do I make these timelines behave the same way as account and contact?

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at
  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello,

    As pradeep said, it is possible using Rollup view. Please take a loot at the below links:

    debajmecrm.com/.../

    www.inogic.com/.../

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