In Salesforce user can Follow and Unfollow records by clicking on icon
available on the record detail page. If you want to automate this Follow/Unfollow process based on some criteria then you have to use AppExchange App or build your own app by using Apex code. In this article, I will show how you can build this app without using any code. This is the first article of this series in this I will discuss auto Follow records, In next article, I will discuss auto Unfollow records.
Business Use Case
Higher management in Universal Container wants to a develop an App for Auto follow Opportunity records based on user defined criteria.
Solution for the above business requirement
First of all, create one object to save condition to auto follow records. In this demo, I will create an object called as Opp Follow to follow Opportunity object records. You can Add/Remove fields as per your requirement. I want to give the option to my users to auto follow records based on Opportunity Owner and Amount. Create object and field as per the below screenshot
Object to save condition for auto Follow
To solve this requirement we will use Visual Workflow. Before going ahead with the solution you have to understand about EntitySubscription Object. It’s Represents a subscription for a user following a record or another user. User can subscribe to a record or to another user.
| Field Name | Details |
| ParentId | ID of the record or user which the user is following |
| SubscriberId | ID of the User who is following the record or user |
To develop this application follow the below instructions
1) Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2) Click on New Flow, it will open flow canvas for you
3) First create few Variables as shown in the below screenshot
Variables
4) Drag and Drop Fast Lookup (Give the name Get all Opportunities) on the window to get all Opportunity fall under user defined value on record (Opp_Follow__c)
To Get all Opportunities
5) Drag and drop a Loop Logic (Give the name Loop over Opportunity) on the window and extract value from Sobject Collection variable and pass it to Sobject variable, as shown in the below screenshot
Loop over Opportunity
6) Now Compare with Opportunity id and subscriber id with EntitySubscription object record, to check whether the user is following same opportunity record or not. Save value in variable {!ExistorNot}. Drag and drop a Record Lookup (Give the name Entity Subscription) on the window and take help from the below screenshot
Compare records with EntitySubscription
7) Now Drag and Drop Decision element (Give the name Go Ahead or Not) on the window to check whether Sobject variable {!ExistorNot} is null or not null. If the variable is Null = True it means user is not following those records
Decision Element
8) Drag and Drop Assignment Logic (Give the name Assign Subscriber ID) on the window and assign the value to Sobject variable {!ExistorNot} as shown in the below screenshot
Assignment Logic
9) Drag and Drop Assignment Logic (Give the name All in One) on the window and assign value from Sobject variable {!ExistorNot} to Sobject Collection variable {!MassAdd} so at the end of for loop it will create records in EntitySubscription object to follow records. Take the help from the below screenshot
All in One
10) Finally drag and Drop Fast Create (Give the name Create Records) on the window to create the records in EntitySubscription object, to follow the Opportunity records, as shown in the below screenshot
Auto Follow Records
11) Finally our flow will look like the below screenshot
Auto Follow Records Based on Criteria
12) Save the flow with name (Auto follow Opp1) and close the canvas.
Create Workflow rule to fire our Flow
Our next task is to create a workflow on the Opp_Follow_c object on the creation and every time it’s edited event. To create a workflow on the Opp_Follow_c object follow the below instructions
1) Click on Name | Setup | App Setup | Create | Workflows & Approvals | New Rule
2) Select object Opp_Follow_c from the drop-down
3) Enter Name, for Evaluate criteria select Created, and any time it’s edited to subsequently meet criteria ( To create a time-dependent workflow), For Rule Criteria select Start/Stop= False as shown in the following screenshot
Workflow Rule1
4) Now Add a time trigger to set Start/Stop flag True after 0hr of record last modification date. To do this click on Add Time Trigger button and Set the length after how many days/hours workflow will fire i.e. in hours and days, I selected 0hr after the Last Modified Date. Now add one field update action for time-dependent workflow and set Start/Stop flag to True. You can take help from the following screenshot
Time-based action
5) Save the workflow and activate it.
6) Create another workflow (i.e. workflow Rule2 ) on the same object to fire our Flow, set entry criteria of trigger is Start/Stop= True
Workflow Rule2
7) Add one Immediate Workflow Actions i.e. New Flow Trigger and Select Flow ( Auto follow Opp1) and set Variable (Amount, OwnerID and SubscriberID) value as shown in the following screenshot
New Flow Trigger Action
8) Add one Immediate Workflow Actions i.e. New Field Update and Set Start/Stop flag to False, so it will queue the record for the next time.
9) Save the workflow and activate it.
It’s time to test this feature
1) Now create one record in the object Opp Follow to save criteria to Auto Follow records, it will look similar to below screenshot
2) To check time dependent workflow queue Follow the path, Click on Name | Setup | Administration Setup | Monitoring | Time–Based Workflow and search the queue
Time-Based Workflow Queue
Auto Follow and Auto Unfollow records based on Criteria – Part 2
Note :- To migrate from Workflow rule to Process builder please see my comment :- https://automationchampion.com/2014/07/18/auto-follow-and-auto-unfollow-records-based-on-criteria-part1/#comment-1705
