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
- Navigate to the Squivr app
- Click New Milestone Template from the Milestone Template tab
- Enter Template Name
- Select the Object that this Milestone Template applies to
- 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
- 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
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
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