Milestone Template Creation

As part of the Squivr Timeline functionality, a Milestone Template with default Milestones can be defined for any object the Timeline component is displayed on. A single Milestone Template can be defined for the desired object or you can create a separate Milestone Template for each Record Type of the given object.

Creating a Milestone Template

1. Navigate to the Squivr app 
2. Click New Milestone Template from the Milestone Template tab
3. Enter Template Name
4. Select the Object that this Milestone Template applies to
5. Select the Record Type that this Milestone Template should be used for
   • If this Milestone Template applies to all Record Types do not specify a value here
6. Optionally, you can also specify additional field level criteria for when this template should be applied. See here for additional information: Milestone Template Creation Criteria

See these articles for creating Milestone Headers and Milestones

Milestone Header Creation

Milestone Creation

Note: In order for a Milestone Template to be applied to the Object specified, you need to create a Salesforce Flow or an Apex Trigger to initiate the action. See documentation here: Triggering Milestone Creation on a Salesforce Object

Example