SObject Collection to Activity Timeline Items
Overview
This action simplifies visualizing data from multiple Salesforce objects on a single timeline. Instead of manually combining data from different sources, this action automatically transforms your SObject collections into a format compatible with the Avonni Timeline component.
How it Helps
Imagine you have customer information spread across various objects like Cases, Opportunities, and custom objects. This action lets you combine that data and display it chronologically on a timeline, giving you a complete picture of the customer journey.
When to Use It
This action is ideal when you need to:
Visualize related data from multiple objects.
Present information in a chronological format.
Create timelines without writing custom code.
Example
To display a timeline of customer interactions, including Tasks, Opportunities, and custom interactions:
Retrieve Records: Use "Get Records" elements to fetch the relevant data from each object.
Configure the Action: Map fields from your SObject collections (e.g., Task Subject, Opportunity Name) to the corresponding fields in the Avonni Timeline component (e.g., Title, Description, Date).
Display the Timeline: Add the Avonni Timeline component to your flow screen to showcase the consolidated timeline.
Key Considerations
Ensure data types compatibility between your SObjects and the Avonni Timeline component.
Customize the timeline's appearance using styling options.
For advanced customization, consider using Apex for data pre-processing.
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