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

Note:

Customer Activity has been renamed to Customer History, with no changes to its functionality. References to the previous name will be updated in a future release.

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.

Learn more about configuring activity groups from the following video tutorial.

Procedure

1. Navigate to All > Customer Central > Customer Activity > Guided Setup.
2. Select Get Started under Activity Feed.
3. Select Configure beside Activity Groups.
4. Select New.
5. Fill out the fields, as required.

   Table 1. New Activity Groups field description

   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.

6. Once you have created an activity group, select it from the Activity Group list and add the activity types to the group.
7. On the Activity Types related list, select New.
8. Fill out the fields, as required.

   Table 2. New Activity Types field description

   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.

9. Select Submit.