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JayBNA
Displaying Contact fields on Case layout
I am a newbie, so forgive me if this question has an obvious answer.
How do I display several custom fields I have in the Contacts table on my Cases page layout?
I want our support reps to see several rollup fields we populate when we update the Contacts table each week from our order system - these fields show customer recency, frequency and monetary value so our folks know who to pay a LOT of attention to.
Advice appreciated.
Thanks, Jay
There's a recipe for this kind of functionality in the Force.com Cookbook. Look on page 150 at the recipe entitled "Displaying Fields from a Related Record on a Detail Page." It shows you how to write an s-control that embeds data from a related record.
You can get the Cookbook at http://wiki.apexdevnet.com/index.php/Members:Cookbook
Hope that helps!
Caroline Roth
Manager, Platform Documentation
salesforce.com