Follow records in Next Experience
Get notified when a work note or comment is added to a record by following it in the classic environment in Next Experience.
Avant de commencer
Role required: none
Pourquoi et quand exécuter cette tâche
Following a record in Next Experience is more streamlined. You receive instant confirmation when you start following or unfollowing a record via a banner message and persistent alerts under the notifications menu for updates such as Work Notes and Additional Comments.
Procédure
Résultats
When comments or work notes are added to the record, you receive notifications as banners and in the Notifications menu according to your notification preferences. You can select the notification to open the record that was updated.
The following example shows a sample notification.