---
title: Link Cases to Equipment Records
slug: equipmenttrack/link-cases-to-equipment-records
description: Link Salesforce Cases to equipment records in Unaric Equipment Track. Connect service tickets with specific assets for faster troubleshooting and reporting.
docTags: 
createdAt: 2024-09-01T23:30:35.394Z
---

You can use the existing cases functionality in Salesforce and allow cases to be logged against a piece of Equipment.

- An optional **Equipment** lookup on the **Cases **page layout
- A related list of cases on the **Equipment **page layout with a **New** button to create cases

  ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/eYUTlcwQ6EGvOBlV1jiaz_image.png" size="80" width="602" height="360" darkWidth="602" darkHeight="360" position="center" caption="New Case Page" showCaption="true"}

:::hint{type="warning"}
You need to be a system administrator in your org to complete these steps.
:::

1. Go to **Setup > Object Manager > Case.**
2. Navigate to **Fields and Relationships **and click the **New** button.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/127BemfWRZyPnRhdaR-hW_image.png" size="74" width="859" height="322" darkWidth="859" darkHeight="322" position="center" showCaption="false"}
3. Choose a **Lookup Relationship **and click **Next.**

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/qTO-NVAk5Su98a4BfzfWX_image.png" size="48" width="540" height="512" darkWidth="540" darkHeight="512" position="center" showCaption="false"}
4. For the related object, pick *Equipment***.**

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/qTO-NVAk5Su98a4BfzfWX_image.png" size="62" width="540" height="512" position="center" darkWidth="540" darkHeight="512" showCaption="false"}
5. Leave the defaults on **Child Field Name** and **Relationship Name **and click **Next.**

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/EKA83SMpia6KFqFzAYueg_image.png" size="84" width="836" height="367" position="center" darkWidth="836" darkHeight="367" showCaption="false"}
6. Set relationship security to match your organization but d*o not check Read-Only*. Click **Next**.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/V5xwF7kiKBC37SPEcNYCR_image.png" size="80" width="1034" height="383" darkWidth="1034" darkHeight="383" position="center" showCaption="false"}
7. Accept the defaults to add the field to the **Page Layouts **and click **Next**.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/9AgmAEieGRfAbKhBQzXWe_image.png" size="76" width="852" height="391" darkWidth="852" darkHeight="391" position="center" showCaption="false"}
8. Accept the defaults to add the cases-related lists to the **Equipment Page Layouts **and click **Save **to finish.

## 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. 

1. Go to **Setup > Search Settings**.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/SANa1GbxlFnP2iWeNJ3D7_image.png" size="36" width="412" height="385" position="center" darkWidth="412" darkHeight="385" showCaption="false"}
2. 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.**

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/wc76BSBJul2Sd9Dtdaha0_image.png" size="76" width="795" height="468" position="center" darkWidth="795" darkHeight="468" showCaption="false"}
3. 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**.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/CzQ0Mh6h1EnElz6hDdYQV_image.png" size="32" width="375" height="438" position="center" darkWidth="375" darkHeight="438" showCaption="false"}
4. Add the fields you want your users to be able to filter on and click **Save.**

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/F4sh34xRqU9qdmFTry6kC_image.png" size="74" width="799" height="548" position="center" darkWidth="799" darkHeight="548" showCaption="false"}
5. The resulting lookup allows users to search and filter on fields other than the **Equipment Name**.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/TOMXx-5_8enIULFehc1IK_image.png" size="88" width="793" height="568" position="center" darkWidth="793" darkHeight="568" showCaption="false"}