accountTimeline

Preview

A lightweight Salesforce Lightning Web Component that surfaces a true 360° view of the customer directly on the Case record page — the parent Account's full activity history and every sibling Case under that Account, in one configurable chronological view.

The perspective fix. Most Salesforce timeline packages assume you're standing on the Account, looking down at its Cases. But service agents live on the Case, not the Account. accountTimeline flips that — from any Case, see the entire customer story without opening four tabs.

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What you get

From a single Case record page, the component shows:

• 📌 Account Activities — Tasks, Events, and Emails linked to the parent Account
• 📌 Case History — every sibling Case under the same Account, with each Case's own nested Tasks, Events, and Emails
• 🔀 Optional mixed mode — both lists merged into one unified, time-ordered feed
• 🔎 Drill into any Case for subject, status, description, and nested activities — without leaving the page
• 📅 Date filtering — All Time / Today / This Week / This Month / Last Month / Last 30 Days / Last 90 Days / This Year
• 📄 Pagination for the Case list (default 10 per page, "Load More" button)

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App Builder configuration

Drop the component on a Case Lightning Record Page and configure these properties without code:

Property	Type	Default	Description
Hide Account Activities	Boolean	false	Hide the Account Activities section
Hide Case History	Boolean	false	Hide the Case History section
Mix Activities and Cases	Boolean	false	Merge both into one chronological feed
Case Row Subtitle Fields	String	Subject,Status	Comma-separated Case API field names to display as subtitles

caseSubtitleFields accepts both standard fields (Subject, Status, Type, Priority, Owner.Name) and custom fields (Category_1__c, etc.). Field labels resolve from metadata automatically — no code changes needed when you add a new field to your Case object.

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Installation

Option 1 — SFDX deploy (recommended)

git clone https://github.com/ishanovarazmyrat-code/accountTimeLine.git
cd accountTimeLine
sf project deploy start --target-org <your-org-alias>

Option 2 — Manual deploy via VS Code

1. Open the project in VS Code with the Salesforce Extension Pack
2. Authorize your org: SFDX: Authorize an Org
3. Right-click force-app/main/default → SFDX: Deploy Source to Org

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Usage

1. Open a Case record page in Lightning Experience
2. Click the gear icon (top right) → Edit Page
3. From the Components panel (left), find accountTimeline under Custom Components
4. Drag it onto the page (right column works best)
5. Configure the four properties in the right-hand panel
6. Save and Activate the page

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Architecture

┌─────────────────────────────────────────────────────┐
│  Lightning Record Page (Case)                       │
│  └── accountTimeline LWC                            │
│      ├── @wire getAccountTimeline(caseId, filter)   │
│      │   └── Apex → AccountHeader + Tasks/Events/Emails on Account
│      └── imperative getCases(accountId, page, …)    │
│          └── Apex → Cases + nested Tasks/Events/Emails per Case
└─────────────────────────────────────────────────────┘

Files

accountTimeLine/
├── README.md
├── LICENSE
├── .gitignore
├── sfdx-project.json
└── force-app/main/default/
    ├── classes/
    │   ├── AccountTimelineController.cls         # Server-side controller
    │   ├── AccountTimelineController.cls-meta.xml
    │   ├── AccountTimelineControllerTest.cls     # Test class (≥85% coverage)
    │   └── AccountTimelineControllerTest.cls-meta.xml
    └── lwc/accountTimeline/
        ├── accountTimeline.js                    # Controller + reactivity
        ├── accountTimeline.html                  # SLDS template
        ├── accountTimeline.css                   # Scoped styles
        └── accountTimeline.js-meta.xml           # App Builder metadata

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Security

• ✅ Apex class declared with sharing — respects record-level access
• ✅ SOQL date literals validated against a server-side whitelist (ALLOWED_DATE_LITERALS) to prevent SOQL injection through string concatenation
• ✅ caseSubtitleFields validated against Schema.SObjectType.Case.fields.getMap() — invalid fields are silently dropped, never injected into a query
• ✅ Field labels resolved through getDescribe().getLabel() — supports localized orgs
• ⚠️ FLS not explicitly stripped — relies on with sharing and standard object permissions. If you need stricter FLS enforcement, wrap reads with Security.stripInaccessible().

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Test coverage

The included test class covers:

1. Happy path — AccountHeader + Task + Event are returned
2. Date filter — THIS_MONTH returns today's records
3. No Account — Case with no AccountId returns an empty list
4. Invalid date filter — sanitizer falls back to no-filter without throwing
5. getCases first page — returns 10 items
6. getCases second page — returns remaining items
7. Nested activities — Cases expose linked Tasks
8. Subtitle rows — populated correctly for valid fields
9. Invalid field name — silently ignored, valid fields still returned

Run with:

sf apex run test --tests AccountTimelineControllerTest --code-coverage --result-format human

Expected coverage: ≥ 100%.

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Related work

This component was built to solve a specific gap not covered by existing tools:

• Timeline LWC by Dave Norris (deejay-hub) — excellent open-source timeline, designed for the parent perspective (Account → Cases). We use and respect it. Different goal.
• Salesforce Case Timeline (Spring '26) — native feature showing major events of the current Case only. No parent Account activities, no sibling Cases.
• Standard Related Lists / Dynamic Related Lists — can surface a parent's related Cases on the child page, but as flat lists — no chronological merge, no nested Activities, no drill-in.

accountTimeline fills the missing piece: from a Case, see the parent Account's full activity and every sibling Case in one configurable chronological view.

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Roadmap

Ideas welcome — open an issue or PR.

• FFLIB Selector pattern refactor for enterprise codebases
• Optional Security.stripInaccessible() wrapper for strict FLS orgs
• Custom record types as filter chips
• Inline activity creation (compose Task / Email from the timeline)
• Export-to-CSV from the unified mixed-mode view

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Contributing

Pull requests welcome! Please:

1. Fork the repo
2. Create a feature branch (git checkout -b feature/your-feature)
3. Run all tests (sf apex run test --code-coverage)
4. Open a PR with a clear description and screenshot

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License

MIT — see LICENSE.

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Author

Built by Araz at Bold Generic Solutions.

If this saved your team some clicks, a ⭐ on the repo would mean a lot.