--- title: Tracking Open Cases on Contacts in Salesforce | Lookup Helper Use Case Library description: Automatically relate Open Cases to Contacts in Salesforce with Lookup Helper's pre-built settings, simplifying customer service and sales team workflows. image: https://www.passagetechnology.com/hubfs/Tracking%20Open%20Cases%20on%20Contact.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Tracking Open Cases on Contacts in Salesforce [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## 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?    ## Solution: Deploy Lookup Helper's pre-built setting "Tracking Open Cases On Contact." Quickly deploy one of Lookup Helper's pre-built settings named, "Tracking Open Cases On Contact." This setting will populate lhuc_Tracking_Open_Cases_On_Contact__c with it's parent Contact record if the Case record is Open. 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 Tracking Open Cases On Contact label: ![Lookup Helper Deploy Pre-Built Lookups](https://www.passagetechnology.com/hs-fs/hubfs/Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png?width=895&height=598&name=Lookup%20Helper%20Deploy%20Pre-Built%20Lookups.png) ![Tracking Open Cases on Contact](https://www.passagetechnology.com/hs-fs/hubfs/Tracking%20Open%20Cases%20on%20Contact.png?width=613&height=331&name=Tracking%20Open%20Cases%20on%20Contact.png) - Click on the "Deploy Tracking Open Cases On Contact Field" button ![Tracking Open Cases on Contact deploy field](https://www.passagetechnology.com/hs-fs/hubfs/Tracking%20Open%20Cases%20on%20Contact%20deploy%20field.png?width=744&height=187&name=Tracking%20Open%20Cases%20on%20Contact%20deploy%20field.png) - The Tracking Open Cases On Contact 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 Tracking Open Cases On Contact Setting" button ![Tracking Open Cases on Contact deploy setting](https://www.passagetechnology.com/hs-fs/hubfs/Tracking%20Open%20Cases%20on%20Contact%20deploy%20setting.png?width=769&height=181&name=Tracking%20Open%20Cases%20on%20Contact%20deploy%20setting.png) You will also be able to view and edit the deployed lookup via the Lookup Helper Settings page. Now you can easily see Open Cases on a Contact to have your customer service teams follow up with all the information they need, or to inform sales and marketing teams to hold off until the Contact's issues are resolved. Tags: [Case](https://www.passagetechnology.com/lookup-helper-use-cases/topic/case), [Contact](https://www.passagetechnology.com/lookup-helper-use-cases/topic/contact), [Pre-built lookup setting](https://www.passagetechnology.com/lookup-helper-use-cases/topic/pre-built-lookup-setting) | [** Tracking Open Cases on Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) | [Lookup Helper Use Case Library](https://www.passagetechnology.com/lookup-helper-use-cases) | | | --- | --- | --- | [ Tracking Open Cases on Contacts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-contacts-in-salesforce) [ Tracking Open Cases on Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/track-open-cases-on-accounts-in-salesforce) [ Relate Contacts to their Assistants in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relate-contacts-to-their-assistants-in-salesforce) [ Automatically Link Contacts to Individuals in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-individuals-in-salesforce) [ Automatically Link Contacts to Account Owners in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/automatically-link-contacts-to-account-owners-in-salesforce) [ Link Child Accounts to Ultimate Parent Account in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account) [ Set Queue Custom Object on Any Standard Object ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-set-queue-custom-object-on-any-standard-object) [ Display Related List of Grandchild Records on the Parent Record ](https://www.passagetechnology.com/lookup-helper-use-cases/top-use-case-link-cases-and-opportunities-to-parent-accounts) [ Relating Cases to Accounts in Salesforce ](https://www.passagetechnology.com/lookup-helper-use-cases/relating-cases-to-accounts-in-salesforce) [ Assign Lead to Account Owner and Send New Lead Notification ](https://www.passagetechnology.com/lookup-helper-use-cases/assign-lead-to-account-owner-and-send-new-lead-notification) © 2026 Passage Technology LLC All Rights Reserved. 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