Activity Timeline Component with Household Roll-Up in Financial Services Cloud
Overview: -- The package pertains to a Financial Services Cloud platform that includes an advanced Household Activity Timeline Component designed to enhance visibility and organization of activities within a household. Problem Addressed: -- In existing systems, activities linked to individual members of a Household do not appear on the Household's Activity Timeline. Users must navigate to each member's Activity Timeline or check the Household's Activities related list to view these activities, leading to fragmented and inefficient activity tracking. https://ideas.salesforce.com/s/idea/a0B8W00000OUmlDUAT/show-household-activities-in-the-activity-timeline Solution: -- The proposed Activity Timeline Component addresses this issue by ensuring that all relevant activities are visible directly on the Household’s Activity Timeline. This consolidation simplifies tracking and provides a unified view of all interactions and activities related to the Household.
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Blackthorn Payments - Credit Card Processing, ACH, Subscriptions, FSL
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