Monday, May 6, 2019

Create a Custom Field on the Case Record to pull up the Company's associated Partner

To pull up the Company's associated Partner on the Case record, a user can create custom field using the steps below:

1. Navigate to Setup > Customization > CRM Fields > New.

2. Enter a value for Label.

3. Type = Free- Form Text


5. Store Value checkbox is unchecked.

6. Under the Applies To tab, check the box for Case.

7. On Display tab > Subtab = Main.

8. Under Sourcing & Filtering tab > Source List= Company and Source From= Partner.

9.
Click Save.

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