We build a custom activity feed as a Lightning Web Component on your Salesforce record pages. Every call, text, task, email and chat shows in one timeline, filtered by type, marked inbound or outbound, with key activities pinned beside the record.
900+ integrations completed · Salesforce partner · We sign BAAs
How the feed works
Calls, texts, chats and emails from your other systems, plus tasks in Salesforce
Sorted by date, with the type, direction, source and rep on each item
Filter, expand to read the summary, play the recording, or pin it to the top
The standard activity timeline is built around tasks and events. Calls, texts and chats from your other systems land in other objects, so reps click through several tabs to see what happened with a lead.
Calls in particular need a custom activity object, since tasks and events cannot hold long text like AI call summaries and transcripts. The custom feed brings those records and your tasks into one timeline.
Because it is a Lightning Web Component, it can show anything you need: the source of each call, the rep, the talk time, a recording player, and a pin to keep the call or note that matters at the top.
What's included
Calls, texts, tasks, emails and chats in one feed, newest first.
Chips to show all activity or only calls, texts, tasks, emails or chats.
Each call and message marked inbound or outbound.
The tracking source, the rep and the call length on each call.
Open an item to read the AI call summary or the message, without leaving the record.
Pin a call or note so it stays beside the record, on leads, opportunities, contacts and accounts.
Play the call recording from the feed or the pinned panel.
Activities brought over from your old system show in the same feed.
The real thing
Screens from a live Salesforce build. Every name, number and location is replaced, and every summary and note is our own sample text.
Calls, texts, tasks, emails and chats in one feed, with filters, direction badges, the source and the rep on each call.
The calls that matter pinned beside the record, with their summaries and recordings.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at where your calls, texts and chats land in Salesforce today, and how a feed would bring them together.
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How it works
We look at your Salesforce org and what your team needs from its record pages.
Priced by project, not by the hour. You approve before we start.
Built and tested in a sandbox, away from live data, then deployed to production.
Your team walked through it, with support for fixes and new requests after go-live.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
A Lightning Web Component on the record page that shows calls, texts, tasks, emails and chats in one timeline, with filters and pinned items.
It is built around tasks and events. Calls with AI summaries and transcripts need a custom activity object, and the custom feed shows those next to your tasks.
Leads, opportunities, contacts, accounts and custom objects.
Yes. Calls, texts and chats from your call tracking, texting and chat tools show in the same feed once they are in Salesforce.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
