The ‘Followers’ feature for Contacts and Opportunities allows multiple users to follow and access the same record. This provides you the ability to add up to 10 users as followers who are able to view and edit the CRM record when the “Only Assigned Data” user permission is turned on.

TABLE OF CONTENTS

What Are Followers?
Follower Permissions & Limitations
Contact Followers
Opportunity Followers
Key Points

What Are Followers? #

Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access under the “Only Assigned Data” permission setting.

Follower Permissions & Limitations #

• Followers inherit the same permissions as the record owner.
• This allows them to view and edit the contact or opportunity information.
  
• However, they cannot modify the ownership itself — i.e., they cannot change the owner of the record.

Contact Followers #

Followers can be added to contacts on the detailed page of the record.

Opportunity Followers #

Add followers to opportunities in the “Opportunity Details” on the Edit/Add opportunity modal

Key Points #

• Followers help improve collaboration across teams.
  
• They are especially useful when combined with workflows, allowing automatic follower assignments.
  
• Use this feature strategically to maintain visibility and access without compromising ownership hierarchy.