Link Cases to Equipment Records

you can use the existing cases functionality in salesforce and allow cases to be logged against a piece of equipment you need to be a system administrator in your org to complete these steps go to setup > object manager > case navigate to fields and relationships and click the new button choose a lookup relationship and click next for the related object, pick equipment leave the defaults on field name and relationship name and click next set relationship security to match your organization but d o not check read only click next accept the defaults to add the field to the page layouts and click next accept the defaults to add the cases related lists to the equipment page layouts and click save that completes the integration you will find an optional equipment lookup on the case page layout, a related list of cases on the equipment page layout , and a new case button on the equipment page layout case related list and new case button on equipment page layout added to the bottom of your existing related lists is the cases related list you may use the edit layout to move the location of cases anywhere inside the related lists area there is also a new button on this related list you may use this button to create a case for this piece of equipment turn on enhanced lookups for equipment (classic only) in salesforce lightning all searching can use values other than the name however, in salesforce classic, to allow users to look up equipment based on fields other than the equipment name (eq nnnnnn) you need to enable enhanced lookups on the equipment object go to setup > search settings scroll down to the lookup settings section and enable enhanced lookups for the equipment object you can optionally turn on lookup auto completion if desired now your user can select all fields and enter a search string that will return the equipment from any searchable field such as serial number you may also wish to offer specific field filters go to the equipment object and scroll down to the search layouts section click edit next to search filter fields add the fields you want your users to be able to filter on and click save the resulting lookup allows users to search and filter on fields other than the equipment name