In Salesforce, you can reference fields in your Layout via formulas - e.g. show Account Status in Cases.
This is restricted to "small" fields, i.e. not available for Text Field or especially Rich Text Fields - and to update them, you need to that in the original object.
We created a package, which
- adds a Rich Text Field "Comments" to Account
- allows you to update these Account Comments in Case
Jorg Janke
In Salesforce, you can reference fields in your Layout via formulas - e.g. show Account Status in Cases.
This is restricted to "small" fields, i.e. not available for Text Field or especially Rich Text Fields - and to update them, you need to that in the original object.
We created a package, which
- adds a Rich Text Field "Comments" to Account
- allows you to update these Account Comments in Case
Installation:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t150000004WyY
- Install for All Users (easier to remove than adding manually)
Implementation Steps:
(1) Add Comments Field to Account Layout
> Setup > Customize > Accounts > Page Layouts
- optionally add a Section with 1-Column
- add the Comment field to the new Section (or next to Description)
(2) Add Visualforce Page to Case Layout
> Setup > Customize > Cases > Page Layouts
- add a Section with 1-Column
- add the Account Comments Visualforce Page to the section created
- in the Visualforce Page Properties, select a Height and Show scrollbars
- Save
(3) Test
- create a new Case save or open an existing case
- create/update some comments
- view in Account
Implementation Screenshots: