+1 (408) 320-0380

Stream

Stream represents a feed that allows checking all the updates and changes made to the followed records as well as sharing comments, files, and discussing different issues connected to those records with the teammates in posts. The feature is available by default for Accounts, Contacts, Leads, Opportunities, Cases, and can be enabled for custom entity types. Users can also utilize markdown to make their posts eye-catching. It’s also possible to mention other users while posting a comment so that a tagged person could get a notification about a post.

Follow button

Follow Button allows users to keep up with the updates and stay informed about all the related actions performed with particular records. Users can follow any Account, Contact, Lead, Opportunity, Case, or a even custom entity if they have access to those records permitted by Roles. The records that one creates or those that got assigned to one are followed automatically.

Documentation

You can find more about the Stream feature in the documentation.

Activity Stream