Tracking Open Cases on Contacts in Salesforce

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

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:

• Click on the "Deploy Tracking Open Cases On Contact Field" button
  
• 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
  
  
  

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.