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Create a New Version of an Entitlement Process
Entitlement versioning lets you create multiple versions of an entitlement process, even if it’s assigned to active entitlements and support records. You can use multiple versions of an entitlement process at the same time in your Salesforce org.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To create and update entitlement processes: | Manage Entitlements |
When you create versions of entitlement processes with the same name, the version number and notes help you differentiate between versions. Salesforce prevents you from disabling entitlement versioning so you always know which version you’re working with.
- From Setup, enter Entitlement Processes in the Quick Find box, then select Entitlement Processes.
- Click the name of the entitlement process for which you want to create a new version.
- In the Entitlement Process Versions list, click the version of the process from which you want to create a new version.
- On the Entitlement Process Detail page, click Create New Version.
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Add details about the new version. Follow these best practices:
- Use the Version Notes field to explain what makes the version you’re creating different from others. This makes it easier to differentiate between multiple versions of the same entitlement process.
- Leave the name as is.
- Click Active to be able to use the new version.
- Click Default if you want to make the new version the default version of the process. This makes it easier to find in lookup field searches.
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Click Save.
After saving, you can modify the entitlement process’ milestones if needed.
Important- On new versions of entitlement processes that are currently in use, you can add new milestones, but you can’t edit existing ones. On new versions of processes that aren’t currently in use, you can both add new milestones and edit existing ones.
- All versions of an entitlement process must be the same type.
When you create a new version of an entitlement process, it isn’t automatically applied to entitlements that were using the previous version. To learn how to apply a new version of an entitlement process to existing and new entitlements, see Use a New Version of an Entitlement Process.
