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DCR - Following & Favourites

DCR - Following & Favourites

Owned by Tim Sweeney
09 Nov 2023
2 min read

Following a record will allow you to get updates from that record in your Chatter Feed.

Favourites allow you to save records so you can easily access them later.

Following a Case via the desktop login:

  • Go to a Case Record and click the Follow Button in the Quick Actions section at the top of the record layout.

 

  • When the record you’re following is updated and if the field has been selected for tracking, you will see the update in your Chatter Feed. Click on the Chatter tab to access records that you follow.

 

Creating a favourite via the desktop login:

  • Go to a record and click on the Star Icon in the top right of the interface.

 

  • This record will now be available to access when you click on the downward arrow next to the Star Icon.

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