Entitlement management helps your support reps determine if your customers are eligible for support.
Entitlement Model
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Description
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Entitlements Only
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Support reps verify that contacts are entitled to customer support before they create cases.
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Service Contracts with Entitlements
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Support reps verify that a customer is entitled to support based on a service contract.
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Service Contracts with Contract Line Items and Entitlements
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Support reps verify that a customer is entitled to support based on line items in a service contract.
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1. Go to Setup --> App Setup --> Customize --> Entitle Management --> Settings.
2. Enable Entitle Management.
3. Add Entitlement Name field in Case page layout.
4. Add the Entitlements related list to account, contact, and asset page layouts.
5. Add the Entitlements tab to an app.
6. Go to Setup --> Customize --> Entitlement Management --> Milestones.
7. Click New Milestone.
8. Enter a name and description.
9. Click Save.
7. Click New Milestone.
8. Enter a name and description.
9. Click Save.
10. Add Milestone Status and Milestone Icon fields to Case page layout.
11. Go to Setup --> App Setup --> Customize --> Case --> Case Milestones --> Fields.
12. Add the fields and Save the page layout.
13. Go to Setup --> Customize --> Entitlement Management --> Entitlement Processes.
14. Click New Entitlement Process.
15. Enter a name and description.
16. Select Active to enable the process.
14. Click New Entitlement Process.
15. Enter a name and description.
16. Select Active to enable the process.
17. Click New in Milestone related list.
18. Create a milestone.
19. Open the Milestone created by you.
20. Define actions for it.
21. Set Field Level Security for all the fields.
22. Create an Active Entitlement record.
Sample Record:
Status of the Entitlement record is determined by your organization’s current system date and the entitlement’s Start Date and End Date. The status is:
Active
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If the system date is greater than or equal to the Start Date and less than or equal to the End Date.
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Expired
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If the system date is greater than the End Date.
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Inactive
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If the system date is less than the Start Date.
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Sample Record:
23. Create a Case record and edit the Case Milestone record before closing the case.
24. Select the Completion Date and click Save button.
Output:
Output:
