Salesforce is the world’s most trusted CRM, but navigating related records across objects can still feel fragmented. EW Timeline changes that by giving users a clear, interactive, time-based view of everything — all without leaving the Salesforce environment.
EW Timeline organizes related records on an interactive timeline, making it easy to visualize when tasks, cases, or events occurred. This helps teams identify trends, gaps, and overlaps — at a glance.
By combining data from multiple objects in a single view, users get complete context around a customer or project journey. Whether you're in sales, support, or operations, you can make faster, more informed decisions.
No more jumping between related lists and tabs. With EW Timeline, users can view, filter, and open records right from the timeline — saving clicks and speeding up workflows across the board.
Admins can customize timeline behavior—including visible objects, date fields, zoom ranges, and filters—directly from the setup panel. No code. No developer dependency. Full control in just a few clicks.
Whether you're managing 10 or 10,000 records, EW Timeline is optimized for performance. You can view multi-year histories, future milestones, or narrow views around key events—tailored to your team's needs.
EW Timeline supports custom icons, color coding, and section titles, letting you match the look and feel of your business process. It’s not just functional—it’s intuitive and aligned with how your team works.
EW Timeline supports all Salesforce objects — standard (like Accounts, Opportunities, Cases) and custom — allowing complete flexibility in how you view and manage time-based data.
All related records are displayed on a scrollable, zoomable timeline. Quickly track historical activities or upcoming milestones without digging into multiple related lists.
Define both past and future time ranges (e.g., view events from 4 years ago to 1 year ahead). Adjust the zoom level (e.g., 150 days) to suit your viewing needs.
Use built-in filters to display only relevant objects or record types on the timeline. Easily refresh the component to sync the latest data without leaving the page.
Admins can activate or deactivate related child objects per parent object (like Activities for Account or Cases for Contact), fully customizing what appears on the timeline.
Choose which date field to use for placing the record on the timeline (e.g., Close Date for Opportunities or Last Modified Date for Cases). This ensures accurate representation based on your use case..
Assign unique icons and color codes to each object type for better visual separation. This makes the timeline intuitive and easy to understand at a glance.
Users can click on any timeline entry to view or update the record instantly, promoting faster actions and improved user experience without navigating away.
Got Questions? We’ve Got Answers!
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