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SamuSamu 

How to display case records in lead details page

Hi All,

 

Is it possible to display cases in lead view if case is related to lead .

 

and in lead related list can i display the cases related to lead.

 

Any sugession is highly apprecited advance.

Thanks

SAMU.

Madhan Raja MMadhan Raja M

Hi Samu,

 

Yes, it is possible to display Cases in Lead and Leads in Case related information.

 

Follow the steps:

 

1. Create two lookups field one in Case that links with Lead and other lookup in Lead links with Case

2. Create a trigger in Case object to update the Case lookup in Lead with Case record ID

3. Remove the 'New' button from Lead in the Case related information, this prevents the user to create a Lead from Case.

 

If a reply to a post answers your question or resolves your problem, please mark it as the solution to the post so that others may benefit.

 

Madhan Raja M