Skip to main content Únase a nosotros en TDX, en San Francisco, o en Salesforce+ los días 5 y 6 de marzo en la conferencia para desarrolladores sobre la era de agentes de IA. Registrarse ahora.

I've followed all steps through now multiple times and for some reason when I'm creating a case, it doesn't ask me to enter an Entitlement Name. Not sure if this is part of why its saying no "entitlement related list on Account page layout" (when I can clearly see it on the account tab)

Set Up Case Escalation and Entitlements>Enable Entitlements and Set Up Service Contracts

14 respuestas
  1. 25 ene 2023, 19:19

    You need to deactivate record types for Accounts.

    You can do that by editing each record type and Deselecting 'Active'. 

    If you get an error that it cannot be deactivated because its used by a Profile, click on each of these profiles, go to Object Settings>Accounts>Edit, under Record Types select Account Layout and deselect all other record types.

    Once you did this for all relevant Profiles you should be able to deactivate that record type. Do this for all Account record types.

  2. 20 ene 2023, 13:43

    I have tried restarting with a new playground and that didn't work either. I hate following the directions step by step and there be a problem on Salesforce's side, why can't I just do the directions and get the points??

  3. 18 ene 2023, 20:51

    Hi @Harry Hirst ,

     

    https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A98DcSAJ

     

    I have same problem you. I got a big hint from Keiji (who make link to you), so I leave the answer what I solved.

    Follow below step.

    1. Edit the Record Type of Account

        Absolutely, you must got error message when deactivate Record Type.

        But push it.  SO you can see the profile list have usage of this Record Type.

     

    Hi , https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A98DcSAJ I have same problem you. I got a big hint from Keiji (who make link to you), so I leave the answer what I solved.2. Click each Profile.

    3. Go Record Type Setting (scroll down this page)

     

    image.png

    4.Remove Selected Record Type

     

    image.png

     

    You almost touch down. It is nine yard.

    5. If you remove each profile's Selected Record Type, You can deactivate this Record Type.

    6. After the check deactivate of that Record Type, You VERIFY again.

     

    That was my case when can't not find Entitlements in page layout of Account object.

  4. 19 feb, 16:22

    Hi @Harry Hirst, Make sure that you have enabled option for "Enable Entitlement Management" under Entitlement Management Settings before doing this challenge. 

  5. 19 feb, 15:03

    Hi,  

     

    I got this issue resolved by Setting the Field-Level Security for '

    Entitlement Name' for Case object.

    - Click the checkbox in the Visible column header

     to select all profiles. 

    - Click Save

    Hope it helps!

  6. 2 feb 2023, 10:24

    @Harry Hirst Please note the case was closed as no response and if you need any assistance you can reply to this thread ++NoResponse

    Thanks!

  7. 20 ene 2023, 17:15

    @Harry Hirst I assume this issue needs further review and we may need access to your playground. We will reach out to you via email to investigate further.

    Thank you!

    ++CreateTrailheadCase ← You can ignore this command, it is a tool used by our Agents to tell the system to create your case.

0/9000