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            Set Up Entitlement Management in Experiences

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            Set Up Entitlement Management in Experiences

            Add entitlement management to your experiences to let customers or partners view their entitlements and service contracts.

            Required Editions

            View supported editions.
            User Permissions Needed
            To create, customize, or activate a experience: Create and Set Up experiences AND is a member of the experience they’re updating
            To set up entitlement management: Manage Entitlements
            To assign user licenses: Manage Internal Users

            Follow these steps to expose entitlements or service contracts in an experience. These objects are supported only in experiences built using Salesforce Tabs + Visualforce, and can’t be added to Lightning Experiences.

            1. Update user profiles.
              1. Clone the Customer Experience User, Customer Experience Plus User, or Partner Experience User profiles and enable the “Read” permission on entitlements and/or service contracts. Remember to click Edit Profiles at the bottom of the detail page to activate the new profiles.
              2. Optionally, on the profiles of delegated experience moderators, enable the “Create” and “Delete” permissions on entitlement contacts. This lets moderators update entitlement contacts.
              3. Verify that the tab visibility for the Entitlements and/or Service Contracts tabs is Default On.
            2. Add the Entitlements and/or Service Contracts tabs to the experience.
            3. Add the Entitlement Name field to case and work order page layouts assigned to experience users.
              This lets users add entitlements to cases and work orders.

              To avoid exposing your internal support processes, we recommend not adding the following fields to case and work order page layouts for experience users:

              • Entitlement Process Start Time
              • Entitlement Process End Time
              • Stopped
              • Stopped Since
            4. Optionally, add the Entitlements related list to account and contact page layouts assigned to experience moderators. This lets moderators create cases automatically associated with the right entitlements.
             
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