Hi
@Edrei Mpanduki,
That's a great question because not only would eliminating the buttons clear up the user interface a bit, but it would then give you the opportunity to clean up those "I Follow" views -- the more clutter there is in the user interface, the more difficult it is to drive adoption.
As
@Niels Søgaard Lønberg said, there is some functionality beyond just the views, and it can be quite helpful. But if your users haven't adopted it yet, and if you're having some adoption issues, it may be a good idea to shut it down for the time being. Then plan to re-introduce it later when your users see the benefit.
A real-world use-case: literally yesterday I was consulting for a new client and several of their users noted that it's impossible for them to get a list of all the accounts and contacts that they're interested in following up with because they don't own most of them. Follow could be a helpful answer to this kind of situation. You could setup workflows to auto-follow records under certain conditions too (such as if you interacted with them, if they are in an industry that you sell into, etc).
Do keep in mind that the maximum # of follows for any user is 5,000 and I believe it is set to 1,000 by default. And I believe that is across all entities (Leads + Contacts + Accts, etc). The limit is there for a good reason: once you get over a certain amount, it's hard for it to be doing much good. But if you have legitimate reason to follow more than 5,000 records, you're going to need a different solution for this. (I'm fairly certain this paragraph is still accurate - though it has been several years since I checked to confirm).
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Geoff Ables
Managing Partner
C5 Insight
Charlotte NC
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Original Message:
Sent: Jun 03, 2020 11:29 AM
From: Edrei Mpanduki
Subject: Follow/Unfollow Buttons in Unified Interface
I'm in the process of cleaning the Ribbon on some of our entities and I'm wondering whether I should hide the Follow and Unfollow buttons. Besides adding a record to the "I Follow" views like "Accounts I Follow" or "Contacts I Follow" is there some other functionality that this view provides? I know in the classic web interface we had a "What's New" dashboard area which has been taken away in the Unified Interface.
Our users don't use the "I Follow" view and so I just wanted to check if anyone is aware of some other functionality that those buttons provide so I can make an informed decision.
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Edrei Mpanduki
Technical Analyst
Gilbert AZ
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