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Automatically Follow the Records That You Create

Automatically Follow the Records That You Create

When you follow a record, information about updates to tracked record fields are sent to your What I Follow feed in Chatter.

Required Editions

Available in: Salesforce Classic
Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Developer, and Database.com Editions.
User Permissions Needed
To view a record: Read on the record

By default, you don’t automatically follow the records that you create. If you want to automatically follow such records, you can enable auto-follow in your Chatter Settings.

  1. To open your personal settings, click your profile image at the top of the page, and then click Settings.
  2. Enter My Feeds in the Quick Find box, then click My Feeds.
  3. Select Automatically follow records that I create.
  4. Click Save.

Consider the following tips for auto-following records:

  • By default, when you create a child record, the owner of the parent record becomes the owner of the child record. But, despite your Automatically follow setting, you don’t automatically follow the child record. You must follow the child explicitly, even when you’re the owner of the parent.
  • The Account Owner record field is updated to change the account owner. The new account owner follows the account automatically only if the Account Owner field is feed-tracked and the new account owner has auto-follow enabled.
  • If a workflow changes the Account Owner field while the record is created, the user who created the record doesn’t automatically follow the account.

    Consider the following scenario. You’re creating a record. Saving the record starts a workflow that immediately reassigns the Account Owner field to another user and then saves the record. The workflow changes the Account Owner field before the record is saved. So, you don’t follow the record automatically because you never were the record owner, even though you technically created the record.

 
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