2

My client is facing some issue to follow the record via chatter when someone assigns someone else an Opportunity, even though they have created it, they don’t automatically follow those records.

i.e. If Jim assigns an Opportunity from a Lead to Michael Oakes, the automatic following rule doesn’t work on this opportunity. This needs to happen so that Jim knows when Michael has done any work on it.

Can this be fixed? Please help me on this.

1

The Automatic Follow rule being the user chatter feed setting as below. This does work as described as long as it is individually turned on by each user.

Assuming both Jim and Michael have this checked, then when Jim converts a lead to an Account/Opportunity, or when he creates a new opportunity and then assigns it, he is the creator of those records and will follow them.

  • The key point is that each user needs to individually set "Automatically follow records that I create"

enter image description here

| improve this answer | |
  • @Dacology- Thank you so much, it is working for me. Much Appreciated – Arun Jun 26 '13 at 12:37
  • Super.. glad it saved you hours of coding! – dacology Jun 26 '13 at 12:39
0

You can also write a basic Apex trigger on the Opportunity. When Owner changes and by another person, create a follow record for the new owner.

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.