View Related Maintenance Plans on Accounts, Contacts, and Locations

Make things easier for your support team by adding the Maintenance Plans related list to account, contact, and location page layouts. This related list lets agents quickly see an account’s or contact’s active maintenance plans, and determine whether a location (like a customer site) is associated with a maintenance plan.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: From the page layout editor in Setup, drag the Maintenance Plans related list onto the detail pages for accounts, contacts, and locations.