Relating Cases to Accounts in Salesforce

Problem

How do you automatically relate Cases to Accounts instead of having to relate them manually?

Solution

Quickly deploy one of Lookup Helper's pre-built settings named, "Cases to Accounts." This setting will relate Cases with a parent Account when the Case's Contact.AccountId = Account.ID. This use case deploys one Lookup Helper setting and one field.

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Lookup Helper." Click on the "Deploy Pre-Built Lookups" tile and click "Deploy" next to the Cases to Accounts label:

• Click on the "Deploy Cases to Accounts Field" button
  
• The Cases to Accounts field will be deployed.
  
  • Please Note: Field Level Security will not be automatically set when creating fields through Lookup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the lookup creation process has concluded.
• Then click on the "Deploy Cases to Accounts Setting" button
  
  
  

You will also be able to view and edit the deployed lookup via the Lookup Helper Settings page.

Now Customer Support teams can easily see which Account is sending in a case without having to manually relate them. This makes it easier to track if Cases are referencing previous engagements, or if an Account should be a higher priority because they seem to be having many issues at once.