Lookup Helper Use Case Library

Problem

How do you automatically relate Cases to the Contact who submitted the Case in Salesforce — especially if you want it filtered only to only show Open Cases? 

Case, Contact, Pre-built lookup setting

Problem

How do you automatically relate Cases to their Accounts in Salesforce — especially if you want it filtered only to only show Open Cases? 

Account, Case, Pre-built lookup setting

Problem

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

Account, Case, Pre-built lookup setting

Problem: As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

Account, Case, Contact, Pre-built lookup setting

Problem: Have you ever wanted to see a list of related grandchild records when viewing a parent record in Salesforce?

A simple example of this would be to display a related list of Cases or...

Account, Case, Case Management, Opportunity