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25) Entitlement Management (Service Cloud)

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Coding With The Force edited this page Jun 7, 2023 · 2 revisions

What is Entitlement Management

Entitlements indicate the level of support a customer is entitled to.

Supported Objects

Entitlements are supported on the following objects:

  1. Account
  2. Case
  3. Contact (Only in classic)
  4. Assets
  5. Service Contract
  6. Contract Line Item

How to Enable Entitlements

  1. Setup -> Entitlement Settings -> Check the box to enable Entitlements

Creating Milestones

Create Entitlement Process

Add Milestones to Entitlement Process

Add Workflow Actions to Milestones

Create Entitlement Templates for Products

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