Help Document
Creating and Managing Follow Tasks for Automations

    CREATING AND MANAGING FOLLOW TASKS FOR AUTOMATIONS

    Administrators can add Follow Tasks to Automations. A Follow Task automatically subscribes select users or security roles to an entity's feed. Users will be sent a notification for events and activities on the selected entity.

    Requirements

    To create and add follow tasks to automations, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE AND MANAGE FOLLOW TASKS FOR AUTOMATIONS:

    1. In the Setup Home page, click Create > Automations.
    2. Click the automation for which you want to add or edit a Follow Task.
    3. In the Automation Tasks section:
      • If you want to create a new task, click New, then select New Follow, and then click Next.
      • If you want to edit an existing task, click on the task.
    4. Complete the provided fields:
      • Name: Enter a name for the Follow Task.
      • Sequence: Enter a number to order in which the Task is performed during the Automation.
      • Description: Enter an optional description of the Follow Task.
    5. Click Add Follower, then select a Follower type, and then click Next.
    6. If you have selected User or Role, search for the follower and then click Add.
      If you have selected Formula, enter your formula using fomula logic and then click Add.
    7. Repeat steps 5 & 6 to add additional followers.
    8. Click Save.
    A maximum of 50 followers per record can be created within this task. Also this task will not run for bulk operations with more than 200 records in one transaction.

     

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