What is the Follow Feed?

The follow feed updates on all of the actions and activity that has happened to records that you are following.

To follow a record:

  1. Navigate to a record
  2. On the top of the Record Detail Page, click the FOLLOW button.

Scenarios of following records.

  1. What kind of records can I follow?

    • You can follow any record that your assigned profile allows you to view. Assuming your profile allows access to all modules, you could follow all or individual:

      • Leads
      • Contacts
      • Organizations
      • Opportunities
      • Support Tickets
      • Activities
      • Projects
  2. Do I automatically follow records I own?

    • You do not automatically follow records. The record owner will need to follow the record to get updates.
  3. Can other users follow my records? Can I follow other users records?

    • Other users can follow your records. However, the ability to follow a record is entirely dependent on your permission to view the record
    • The rule is pretty simple: if you can see a record detail, then you can click follow to start following it.
  4. How can I prevent other users from following my records?

    • You can talk to an account admin user to modify permissions for your account.
  5. What happens if my permission to view a record changes so that I can no longer view the record? Can I still view updates in my follow feed?

    • No. Whenever permissions to view a record is revoked, then the following relationship is also broken.
    • If your sharing settings, role or a sharing rule changes so that you again may view that record, you must click its follow button again to restart following it.

How do I access the follow feed?

  • Log in
  • Navigate to your home page
  • Click on the FOLLOWING button

If you have questions or concerns, regarding this feature please send us a message or contact us via Chat.

Thank you

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