Question Status

Verified
JBill asked a question on 10 Feb 2015 11:43 AM

Hi- as an admin, is there a way I can assign records to users to follow?  I'd like our VP of Sales to follow a group of users in CRM without having to make him go in and follow each person himself.  Rather, I'd like to do it for him.  Is there a way to do that?

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Verified Answer
Aileen Gusni responded on 10 Feb 2015 12:13 PM

Hi JBill,

You can use Custom Code create Follow record programmatically.

But to make it easier, I would like to recommend you to use workflow.

You can create a workflow.

(On Entity User)

*You can set the workflow based on condition, for example under Business Unit Sales, under territory X or anything, it is totally your call, but example here is just to give you the concept of create a follow on behalf as per your request.

So, create a workflow here:

*You can make as ondemand and also oncreated as trigger point and put some condition, again up to you, here I use ondemand as well to execute it manually.

You can set as realtime workflow for CRM 2013 above as well, ok.

Then the most important thing is the Action step to Create a follow record.

Just put like my example, set the Owner to your VP of Sales.

Now let's see how it works.

At first, the VP has not followed CRM User 1

*Can see through the Follow button, okay.

Then I (as you as admin), run the workflow of this user (can select multiple users as well, but I have no enough sample here, so please use one of them first :))

okay then I run the workflow (before that you need to activate it first)

Then here is the result after that.

I login as VP then I can see that I have followed this user.

Without clicking that, my admin (you) already make me followed this user.

I hope this helps you.

Thank you.

Reply
Verified Answer
Aileen Gusni responded on 10 Feb 2015 12:13 PM

Hi JBill,

You can use Custom Code create Follow record programmatically.

But to make it easier, I would like to recommend you to use workflow.

You can create a workflow.

(On Entity User)

*You can set the workflow based on condition, for example under Business Unit Sales, under territory X or anything, it is totally your call, but example here is just to give you the concept of create a follow on behalf as per your request.

So, create a workflow here:

*You can make as ondemand and also oncreated as trigger point and put some condition, again up to you, here I use ondemand as well to execute it manually.

You can set as realtime workflow for CRM 2013 above as well, ok.

Then the most important thing is the Action step to Create a follow record.

Just put like my example, set the Owner to your VP of Sales.

Now let's see how it works.

At first, the VP has not followed CRM User 1

*Can see through the Follow button, okay.

Then I (as you as admin), run the workflow of this user (can select multiple users as well, but I have no enough sample here, so please use one of them first :))

okay then I run the workflow (before that you need to activate it first)

Then here is the result after that.

I login as VP then I can see that I have followed this user.

Without clicking that, my admin (you) already make me followed this user.

I hope this helps you.

Thank you.

Reply