If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one time. This means that you need to be selective about which records you are following! Enter the Chatter Unfollow rules app from the Salesforce AppExchange. This app allows you to create custom rules, such as “unfollow closed cases 10 days after they close” or “unfollow contacts without @in the email address” so that you and your users can streamline your process, and only follow the records that you need to be tracking.
“Set up automated rules that determine when users should stop following records. Each night, Rules remove everyone following the records that meet your criteria.”
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.