We have a custom field on the Opportunity object which creates a parent/child lookup relationship. A parent opportunity may have multiple child opportunities. A family of opportunities is simply a group of opportunity objects related directly or transitively through that field. A child has a parent, and through that parent has siblings.

The next step is if a user follows one opportunity, the system will automatically create EntitySubscriptions so the user will follow the entire family of opportunities.

It is not possible to create a trigger on the EntitySubscription SObject: this would be the easiest solution, as an after insert trigger would make it trivial to look up the family of opportunities, find missing EntitySubscriptions, and create them. I did not see any Chatter code recipes that might help. Finally, the GUI functionality to follow an object is not even a button, it is a hyperlink outside the editable page layout.

How can I implement this functionality given the constraints of the Salesforce platform?

  • While less than ideal from a usability standpoint, I wound up creating a custom button on the Opportunity page layout to do this. I do not like this approach because now there are two ways to subscribe to Chatter on the same page and one of them is the wrong way, but it works.
    – user6861
    May 5 '14 at 19:30

We currently don't have a built-in way to do this. However you can create a VisualForce page to follow the child opportunities when the parent is followed. Please let me know if you have additional questions.

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