Cases Not Rolling up to Accounts?

Question

I'm not sure if I'm doing something wrong, but we have cases that have contacts related to them. Each contact is attached to an account, but when the case only has the contact field filled it, it will not roll-up to the account level. Am I missing something or is this a known limitation? Do you have a workaround so our service agents do not need to fill in both the account & contact, but still have the case roll up to the account (while still having the contact populated)?

Divyanshu Bhuria · Answer

Hi Samantha, Please Upvote this idea https://success.salesforce.com/ideaView?id=0873000000079UUAAY

It is similar to what you are asking for. Please also look at the comments on that page to see which apps or solutions other people used.

I hope this helps.

Cheers!

Div

Cases Not Rolling up to Accounts?

Data Management

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