Apply an Entitlement Process to an Entitlement | Salesforce
Apply an Entitlement Process to an Entitlement
You’ve created an entitlement process; now it’s time to use it! Apply an entitlement process to a customer’s entitlement so all support records linked to the entitlement use that process.
Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud
User Permissions Needed
To edit entitlements:
“Edit” on entitlements
Go to the entitlement.
In the Entitlement Process lookup field, select the process you want to apply.
If you’re using entitlement processes, manage customers’ work orders and cases on separate entitlements. This is because an entitlement process only runs on records that match its type. For example, when a Case entitlement process is applied to an entitlement, the process only runs on cases associated with the entitlement. If a work order is also associated with the entitlement, the process won’t run on the work order.
If you’ve set up entitlement templates, you can associate an entitlement process with a template so all entitlements created using that template automatically use the selected entitlement process.