Ask PT About Viewing Open Cases on Salesforce Contact or Account Level

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2022/11/11

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Dear PT, 

Salesforce® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

O. Pennliste from Caseville, MI

Dear O,

The app Lookup Helper was designed to solve problems just like this. With two formula fields and two lookups using the app, you can get the customized list with the filters you seek. It is just that easy with clicks not coding.

Learn how and follow these steps to build a list view of open Cases for Contacts and Accounts.

Sincerely,

PT

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