Remove Follow From The Layout Salesforce

Removing Follow from the Salesforce Layout: A Step-by-Step Guide

This article provides a comprehensive guide on how to remove the "Follow" button or link from your Salesforce layouts. This is a common request for users who want to streamline their interface and prevent accidental following of records. We'll cover various scenarios and offer solutions to fit your specific needs. This will improve the user experience and contribute to a cleaner, more efficient Salesforce environment.

Why Remove the Follow Button?

The "Follow" feature in Salesforce, while useful for staying updated on record changes, can sometimes clutter the interface or lead to unintentional following of records. Removing it can:

• Improve Layout Cleanliness: A cleaner layout reduces visual clutter and improves user focus on essential information.
• Prevent Accidental Following: Prevents users from accidentally following records they don't need to monitor.
• Enhance Efficiency: A simplified layout contributes to quicker data entry and navigation.

Methods to Remove the Follow Button

The process of removing the "Follow" functionality varies depending on your Salesforce version and the type of record (e.g., Account, Contact, Opportunity). Here's a breakdown of common approaches:

Method 1: Removing the Follow Button from Page Layouts (Most Common)

This is the most straightforward method and works for most standard and custom objects.

1. Navigate to Setup: Access your Salesforce setup menu.
2. Find Object Manager: Locate and select "Object Manager."
3. Select Your Object: Choose the object (e.g., Account, Contact, Opportunity) where you want to remove the "Follow" button.
4. Edit the Page Layout: Select the page layout you want to modify.
5. Customize the Layout: Click on the "Customize" button.
6. Locate the Follow Button: Carefully examine the layout components. The "Follow" button might be in a related list or as a standalone button. It usually appears as "Follow" or a similar icon.
7. Remove the Component: Select the "Follow" component and click the "Remove" button. You might need to drag and drop the component to the "Removed Components" area.
8. Save Your Changes: Click "Save" to finalize the modifications.

Method 2: Controlling Follow Access Through Permission Sets (For More Granular Control)

For more fine-grained control over who can follow records, you can leverage Permission Sets. This method is particularly useful if you only want to restrict certain users from following records.

1. Create or Edit a Permission Set: Create a new permission set or edit an existing one.
2. Manage the "Follow" Permission: Within the permission set, you'll likely find a permission related to following records. Disable this permission.
3. Assign the Permission Set: Assign the modified permission set to the users you want to restrict from following records.

Method 3: Using Lightning App Builder (For Lightning Experience)

If you're using Lightning Experience, you'll manage your layouts using the Lightning App Builder. The steps are similar to Method 1 but involve using the Lightning App Builder interface instead of the classic page layout editor. The key is to identify and remove the "Follow" component from the relevant Lightning component.

Important Considerations:

• Test Thoroughly: After making any changes, thoroughly test the layout to ensure the "Follow" functionality is removed as intended and other aspects of the layout remain functional.
• Impact on Users: Communicate changes to users affected by the removal of the "Follow" button. Provide alternative methods for staying updated on records if necessary.
• Backup Your Layouts: Before making any significant changes, always back up your existing page layouts.

By following these steps, you can effectively remove the "Follow" button from your Salesforce layouts, improving the overall user experience and streamlining your Salesforce environment. Remember to adapt the instructions based on your specific Salesforce version and the object you are working with. If you encounter any difficulties, consulting Salesforce's official documentation is always recommended.