When triggered, the Remove Follower(s) From Opportunity action removes the specified user(s) from the opportunity’s follower list. If the “Remove All Followers” option is enabled, all followers associated with the opportunity are removed, regardless of the users listed in the Users field. This feature is particularly useful for streamlining follower lists or ensuring that only the relevant stakeholders remain assigned to an opportunity.
How It Works #
Navigate to Automation > Workflows, then create a new workflow from scratch or open an existing opportunity-based workflow. Add the relevant opportunity triggers or the “Find Opportunity” action.
Note: This action requires an opportunity to be in context — either triggered directly by an opportunity workflow trigger or through a prior “Find Opportunity” step. If no opportunity is found, the action will not be executed.
Next, add the Remove Follower(s) from Opportunity action.
Action Name #
Add a unique label for identifying this step within your workflow.
Users #
Select one or more users to be removed from the opportunity’s follower list. If a user is not currently a follower, no change is made for that user.
Remove All Followers #
Enable the Remove All Followers toggle to reset the followers assigned to the opportunity. Finally, save the action and activate the workflow to automate the process as required.
By automating this process, you can efficiently manage the users who have access to an opportunity, keeping the follower list streamlined and relevant to the current stage of the opportunity.
Edge Cases #
- No Opportunity in Context: If the workflow is not triggered by an opportunity and there is no preceding Find Opportunity step, the action will be skipped.
- Multiple Opportunities: If the Find Opportunity step identifies multiple opportunities, only one (either the earliest or latest, depending on your configuration) will be affected.
- Non-Follower Users: If a selected user is not currently following the opportunity, no change is made for that user. If the intention was to clear all followers, enabling Remove All Followers would achieve this.
Frequently Asked Questions #
What does the Remove Follower(s) from Opportunity action do? #
It removes the specified user(s) from an opportunity’s follower list, or removes all followers if the Remove All Followers option is enabled.
Does an opportunity need to be in context? #
Yes. The action requires an opportunity in context via an opportunity trigger or a prior Find Opportunity step, otherwise it is skipped.
What happens if a selected user is not a follower? #
No change is made for that user. The action only affects users who are currently followers.
How do I remove every follower at once? #
Enable the Remove All Followers toggle, which resets all followers assigned to the opportunity regardless of the users listed.
What happens when multiple opportunities match? #
Only one opportunity is affected — the earliest or latest, depending on your configuration.
How do I activate the action? #
Name the action, select the users or enable Remove All Followers, save it, then activate the workflow.
