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Workflow Action: Remove Followers from Opportunity

Overview

The Remove Follower(s) From Opportunity action in Stack allows you to efficiently manage the list of followers for a specific opportunity. This action can remove specific users or all users from an opportunity’s follower list. It's typically used after a Find Opportunity step or an opportunity-triggered workflow to ensure there is a specific opportunity in context. If no opportunity is available, this action will be skipped.

Action Details

Action Name

  • Remove Follower(s) From Opportunity

Action Description

When triggered, this action removes the specified user(s) from an opportunity's follower list. If the Remove All Followers option is enabled, it removes every follower from the opportunity, regardless of the specified user list. This feature is particularly useful for maintaining a clean follower list or ensuring that only relevant team members are associated with an opportunity.

Action Parameters

  • Action Name:
    A unique label to identify this step in your workflow.
    Mandatory: Yes

  • Users:
    Specify one or more users to be removed from the opportunity’s follower list (e.g., “Account User”). If a user is not currently a follower, no change is made for that user.
    Mandatory: No (unless Remove All Followers is disabled)

  • Remove All Followers:
    A toggle option that, when enabled, removes all followers from the opportunity, ignoring the specified users in the Users field.
    Mandatory: No

Edge Cases

  • No Opportunity in Context:
    If there is no opportunity in the workflow context, the action will be skipped.

  • Multiple Opportunities:
    Even if a Find Opportunity step matches multiple records, only one (earliest or latest) will be affected.

  • Non-Followers:
    If a specified user is not currently following the opportunity, no change is made for that user.

  • Remove All vs. Specific Users:
    If Remove All Followers is enabled, the system will ignore the specific user list and remove everyone.

Example

Scenario:
A workflow unassigns a group of users from a completed opportunity, leaving only the record owner as a follower.

  • Trigger:
    An opportunity moves to the “Closed” stage.

  • Action:
    Find Opportunity

  • Filters:
    Status is “Closed”

  • Action:
    Remove Follower(s) From Opportunity

  • Action Name:
    “Clear Followers from Closed Deal”

  • Users:
    “Sales Team A,” “Sales Team B”

  • Remove All Followers:
    Disabled (so only the specified users are removed)

In this example, once the Find Opportunity step locates the closed opportunity, the Remove Follower(s) From Opportunity action removes the specified users from the follower list. To remove everyone, you would enable Remove All Followers.