Can we create 1 entitlement and add the service contract or will I have to add 1 entitlement for over 300 records?
1 risposta
Peter,
Entitlements can be created in en masse through any API tool (There are several available) and I recommend Dataloader or Workbench as they are Salesforce provided tool.
https://help.salesforce.com/apex/HTViewHelpDoc?id=data_loader.htm&language=en
https://workbench.developerforce.com/login.php
In your case, I am assuming youhave 300 Entitlements to 1 Service Contract. Since the Service Contract is a lookup on Entitlements you would grab the Salesforce ID of the Service Contract that you want to define that in your .csv import file. Then you define all the other field values you want for your Entitlements and do your import.
Some further documentation to review:
https://www.salesforce.com/blog/2013/01/new-video-series-data-import.html
https://help.salesforce.com/HTViewHelpDoc?id=import_which_data_import_tool.htm
