Follow a record in Connect

You can follow a record in Connect Chat to track activity as it happens, in a familiar chat interface. When you follow a record, you become a member of a record conversation.

Before you begin

Role required: whichever role is required to access the record you want to follow in Connect

About this task

Any record conversation you create in Connect becomes a record feed in live feed, and vice versa. Unlike direct or group conversations, all messages in record conversations are comments or work notes.
Note: By default, record conversations are enabled for all tables that extend Task [task]. Administrators can enable record conversations for additional tables or disable them if desired.

Procedure

  1. Navigate to a task record.
  2. Do one of the following actions.
    OptionDescription
    Follow the record
    1. In the form header, click Follow.

    The system adds you as a member of the record conversation, but does not open the conversation. You can open the conversation from the Connect sidebar.

    Follow the record and open a chat mini window
    1. In the form header, click the down arrow in the Follow button.
    2. Select Open Connect Mini.

    The system adds you as a member of the record conversation and opens it in a Connect mini window.

    Follow the record and open the Connect workspace
    1. In the form header, click the down arrow in the Follow button.
    2. Select Open Connect Full.

    The system adds you as a member of the record conversation and opens it in the Connect workspace, the full-screen view.

    The Follow button is relabeled Following.
  3. Add comments or work notes to the record directly from Connect.
    Any comments or work notes added to the record appear in the record conversation. Likewise, comments and work notes you add to the conversation appear on the record.
    1. In the record conversation, by the text entry field, click the message type icon (Message type icon).
    2. Select Comment or Work Note.
    3. Enter a message.
    By default, record conversation messages are added as comments.
    Note: If you add an attachment to a record conversation, it is attached to the underlying record as well.

What to do next

Edit your notification settings for the record conversation.