How can I show assets from both the parent and child accounts in the Asset Lookup?

Question

We currently have a requirement that Cases for a certain customer are put against one account and that all of the assets are put against another account. This seems to work fine when doing an email to case as the code selects the asset accordingly. When creating a manual case you cannot see the assets which are against the asset account, obviously. I thought about using a parent/child relationship but that didn't make any difference. Thanks in advance for any help/advice.

Miglena Armutlu · Answer

Hello Ashley,

I've noticed that you posted this question to our developer forum, so wanted to share the link to the question here to benefit others in the community with similar questions: https://developer.salesforce.com/forums/?id=9060G000000I1PQQA0

Thank you!

How can I show assets from both the parent and child accounts in the Asset Lookup?

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