Add Auto Follow Rules

Add Auto Follow Rules

Auto-Follow Rules, as the name suggests, helps you automatically follow records that are important to you. When a record meets the criteria specified in the Auto-Follow Rule, the record is automatically followed by you. Changes made to the records followed by you are listed in the Feeds tab in CRM. This helps you keep track of the activities and updates of those important records.

Consider this scenario: You are heading the sales department in your company and you wish to receive updates on all the important deals that have an opportunity of more than $1000. Instead of asking your team to manually send updates on the important records, you can follow the records automatically using Auto-Follow Rules and get updates within the Feeds tab. That way, you are well informed whenever a note is added to it, some details are added to the record, or any other activity is associated to the record.

To create auto-follow rules

  1. In the Feeds tab, click the Create link.
  2. In the Create New Auto-Follow Rule page, do the following:
    • Enter a Name for the auto follow rule.
    • Choose a Module from the drop-down list.
    • Specify criteria based on which records will be Followed.
    • Select one or more of the following checkboxes. Only users with Administrator profile will have access to this option.
      • Record Owner's Superior Role - Users who are superior to the record owner's role will automatically follow the record that meet the criteria.
      • Record Creator - The user who creates the record will automatically follow the record.
      • Others - You can specify individual users who will follow the records. you can also specify roles, groups or territories.
  3. Click Create.

To edit or delete auto follow rules

  1. In the Feeds tab, click the Manage link.
    All the auto follow rules will be listed. They are sorted under two headings - Created By Me and Shared With Me. 
  2. Click the Edit link to edit a rule or the Del link to delete it.

Note

  • Auto-Follow Rules can be created for any module, including custom modules.
  • You can create a maximum of 5 auto follow rules per module.
  • Only the auto-follow rules that you create will be available to you.
  • Feeds will capture certain changes made to the records that you follow. These actions include creating a record, editing and deleting records and adding notes.

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