Configure activity groups for the Customer History view
Create an activity group and then add activity types to the activity group.
Before you begin
Role required: admin
About this task
An activity group is a logical grouping of activity types. An activity group is displayed in the activity feed based on the facet selected.
Activity groups are displayed in the Customer History view in Agent Workspace.
Activity groups view in Agent Workspace displaying Chat and Phone as the activity group types.
Learn more about configuring activity groups from the following video tutorial.
Procedure
Navigate to All > Customer Central > Customer History > Guided Setup.
Select Get Started under Activity Feed.
Select Configure beside Activity Groups.
Select New.
Fill out the fields, as required.
| Field | Description |
|---|---|
| Name | Select a name for the activity group. |
| Table name | Select the table that stores the object on which the activities in this group are performed. Usually, it is the same as the Activity Source selected in the Activity Type. |
Once you have created an activity group, select it from the Activity Group list and add the activity types to the group.
On the Activity Types related list, select New.
Fill out the fields, as required.
Field Description Activity type Select the activity type you want to add to the activity group. Activity group field Select the field from the Activity Source table that identifies the object in the table associated to the Activity Group. Select Submit.