Case Hierarchy in Salesforce Lightning

Case Hierarchy in Salesforce Lightning

When a case is associated with a parent case, it signifies a relationship between cases.

1. Add Parent Case field to the page layout to link cases.

2. Add View Case Hierarchy action to the page layout to view the hierarchy.

3. Configure Case Hierarchy Columns. By default, the hierarchy view uses the same columns as the recently viewed cases list view.

Output:

Leave a Reply