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HenryHenry 

Products and Cases

I have noticed that you can add a related list of Cases to the Product Page Layouts, however I am unable to relate products on the Case Layout? 

How do you setup the relationship between Products and Cases?

Thanks for any help you may be able to provide

DevAngelDevAngel

Hi Henry,

I'm not an expert on customer support but I did find a nugget in the online help for the application.

https://na1.salesforce.com/help/doc/en/cases_create.htm#1679510

 

See if this helps.
MKPartners.comMKPartners.com
I don't think you can directly relate a case to a product.  However, you can relate a case to an asset which in turn is related to a product.

The cases related list on products will display these types of cases.

I am curious how companies that take pre-sale customer support calls relate their cases to products.  Of course you can just have a picklist, but then you have double maintenance of product lists, and many companies have more than 250 products, which would make you have more than 1 picklist.
 
Any ideas?
Ron HessRon Hess
I believe that this case is covered by the Service Entitlement application posted on the AppExchange, it adds a new custom object that can relate to cases.

I've not tried it, but if i recall this is somewhat close to one of the use cases which that app was built for.