Displaying Approved Email Activity on the Timeline
The Timeline View displays sent emails sent to an account as well as any email activities associated with that sent email. This enables end users to know which Approved Email content was recently sent to an account.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- End Users
Configuring the Display of Approved Email Activity on the Timeline for
End Users
To configure this feature:
- Ensure Configuring Approved Email is complete to use this functionality.
- Define who can see sent emails on the timeline.
Visibility to sent emails on an account's timeline is controlled by the timeline_view_email_link__v Approved Email setting. By default, any user can see any sent email on an account's timeline. Admins can control visibility of sent emails in the account timeline by editing the timeline_view_email_link__v Approved Email setting to one of the following values:
- 0 – The default value. All users view an account's email activity
- 1 – Sent emails only display to the owner of the sent email and above in the hierarchy
- 2 – Sent emails only display to the owner
- Prevent specific users from seeing sent emails on the timeline (optional).
Certain users may be prohibited from viewing the activity of email recipients. To allow these users to remain compliant, admins can restrict permission and visibility to email activity:
- Remove Read access to the email_activity__v object.
- Deactivate the VMOC for the email_activity__v object.
The Timeline View still displays all sent emails, but email activities associated with those sent emails do not display.
Using the Display of Approved Email Activity on the Timeline as
End Users
To view email activity, end users can navigate to the account timeline for an account. Email activity associated with that account displays on the timeline, depending on the configuration settings.
Users can view any email activity information not displayed in the Timeline via a View More link on the Sent Email component. This eliminates the need for users to manually check email activity.
