Setting up Additional Objects in Activity Tracker

By default, Activity Tracker displays the following objects:

  • Account
  • Objective
  • Opportunity
  • Playbook
  • Playbook Task
  • Success Plan

However, you can add additional objects to display in the activity history in addition to the default objects. Users can then view these additional objects in Activity Tracker and also select and deselect them in the Object section of the Filters panel.

Prerequisites

Before you can add an additional object to Activity Tracker, you must do the following:

  1. Enable field history tracking for the object that you want to add.
  2. Select the fields that you want to track for the object.

For more information, see the Salesforce Help.

Note:

You can add an object only if:

  • It has a single direct account lookup
  • It has field history tracking enabled
  • It is not a detail object that has a master-detail relationship

Adding Additional Objects

To add additional objects to Activity Tracker:

  1. From Setup | Lightning App Builder, select the page or workspace where Activity Tracker is enabled.
  2. Click the Activity Tracker grid.
  3. In the properties pane, enter the API names of the additional objects in the Additional Objects Filter Options field. You can enter multiple values separated by commas. The values are case-sensitive.
  4. Save your changes and activate the page if required.
  5. [Optional] Set your changes as the org wide default and click Close.