Share
ReportHi Everyone,
We have two environments in one tenant - Sales and Service. We have removed case table usage in Sales since Service org deals with all Service-related work. Our client now wants to see and work on case data from Sales.
The following process map:
- Opportunity data in Sales environment
- Case data in service environment
- Both environments have Contact data common. They are maintained in their respective tables in each org, but we have a sync in place.
Our requirement:
- Show case data in Sales environment, on the Opportunity form; in a tab or a sub-grid or any way possible.
- Users should be able to perform CRUD operations on said Case data.
- We will also add a new case button to the Opportunity form in Sales, clicking on it and creating a case should save the case record in Service org only, not in Sales.
- Users should also be able to link Opportunities to the cases in Sales and same in Service too.
- We don't want any Case data saved in Sales environment to avoid duplication and Storage issues.
Can you give me different methods to achieve this?
Categories:
I have the same question (0)
All responses (
Answers (
326
