Using the Activity Tracker

The Activity Tracker enables you to view activity history from the last 12 months, by providing updates for all supported objects and fields with tracking enabled. For more information, see Customer Success CloudLightning Components

Use the Chevron Right and Chevron Down buttons to expand and collapse the information displayed. You can collapse months, and expand to see further details about an activity item when available.

To refresh the data displayed, click .

Note:

The Activity Tracker only displays history for fields and supported objects that have tracking enabled. For more information, contact your administrator.

Concepts

Customer Success Workspace

Field Sets

Tasks

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Preparing to Install