Entitlement templates allow an Entitlement to be associated with a Product so every time the Product is sold the Entitlement is automatically granted to the customer.
My problem is I can't figure out if this is actually supposed to happen automatically or do I need to create an automation myself? I can't find a single example of how a Entitlement template that is related to a product becomes an entitlement on an account that purchases that product.
I've tried to closed won an opportunity with a product that has the entitlement template, but that doesn't put an entitlement on the Account.
Is that how it's supposed to work?
Any help is greatly appreciated.
2 risposte
Hi Phil,
As per this article (https://help.salesforce.com/articleView?id=entitlements_setting_up_templates.htm&type=5&sfdcIFrameOrigin=null) and this trailhead module (https://trailhead.salesforce.com/content/learn/modules/entitlements/entitlements_starting), entitlement templates are not copied automatically to the account. Instead, they appear in that account's assets so that an agent can see them.
