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

2022/11/11

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

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