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#Milestones & Entitlement Management0 人がディスカッション中

 

Trying to delete Entitlement Process, but recieve error "You can't delete this entitlement process because it's applied to one or more entitlements. Remove it from the entitlements and try again." 

  

 

It provides 2 links to the Entitlement in question. Clicking that link results in error: 

  

 

Looks like there's a problem. 

  

 

We couldn't find the record you're trying to access. It may have been deleted by another user, or there may have been a system error. Ask your administrator for help. 

  

 

All entitlements have been deleted and removed from the Recycle bin. 

  

 

Any cases that would have an entitlement have been deleted and removed from the recycle bin. 

  

 

I've logged out, cleared cache, used a different browser. 

 

#Trailhead #Entitlement Management #Milestones & Entitlement Management #Service Cloud #Entitlement Name

1 件の回答
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By default I assign and active an entitlement to an account when it is created. When the contact associated with the Account is also created, I want to assign either the associated entitlement to the contact, or the contact to the entitlement, either is fine.

 

I'm having issues working out how to do that in the flow, as the options seem to be limited to making field updates, which doesn't include the functionality I require, or the assignment element, which also doesn't look like it is providing the functionality I require.

 

Please can someone advise if they've experienced this issue as well or something similar? Thanks

 

#Flows #Entitlement Management #Milestones & Entitlement Management

3 件の回答
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    2023年11月8日 20:39

    Hi @Paul Fores,

     

    Is the intended result that the Contact is added to the same Entitlement which has been assigned to the Account?

     

    Example: Hi , Is the intended result that the Contact is added to the same Entitlement which has been assigned to the Account?

    If so, here's a prototype for how you might approach this in Flow: 

     

    Screenshot 2023-11-08 at 2.37.57 PM.png

     

    Screenshot 2023-11-08 at 2.38.17 PM.png

     

    Screenshot 2023-11-08 at 2.38.22 PM.png

     

    Screenshot 2023-11-08 at 2.38.29 PM.png

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If a case is assigned to a particular team then milestone starts for that team then when we assign it to some other team then this particular milestone should stop and new milestone for the new team should start, and then when user assigns back to the first team, then that team's milestone should resume from where it was left. #Milestones & Entitlement Management #ServiceCoud

2 件の回答
  1. 2023年4月29日 10:51

    Hi Gauri, You can customize the logic to calculate remaining time.

    Create a Custom Object  which has look up to Case

    EX: Team Milestone. 

    Create required fields to capture  Case Details like Case id,  Team Name, Target Time, Time Spent on Case, IsActiveTeam(Boolean). 

    Whenever Case is assigned to  Team ex: Team A, Create a Record capturing all case details ensure to set  IsActiveTeam as true.

     

    The moment Case is assigned to Team B, 

    1) Calculate Team A's Time Spent on Case & set IsActiveTeam as false. 

    2) Create Record for Team B capturing all case details ensure to set  IsActiveTeam as true.

     

    Create a Entitlement Process & Milestone. Under milestone create  a apex class which returns the remaining time.

    Inside the Apex class : Query Custom Object record where  IsActiveTeam = true.

    calucate the remaining time by  TargetTime - Time Spent on Case and pass it to the milestone.

     

    Let me know if this works.

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Does anyone have any suggestions for estimating the amount of effort or time it would take implementing capabilities? We have built a priority matrix, with High Effort, High Impact; High Impact, Low Effort...etc. But now we are being asked to set some timelines around the effort.

 

We are looking to start the following?

  • Turn on Omi-Channel for cases and chat
  • Use the Native Escalation Model
  • Enable Milestones & Entitlement Management
  • Moving to Lightning (which I know the report provide estimated time)

Understanding that every company and environment is different if you have any best practices on gauging efforts for these and other projects any advice would be really helpful. 

 

Thanks

1 件のコメント
  1. 2019年1月30日 21:36

    1. I would start at looking at how many queues you need, assuming the intake doesn't change

    2. I would start at looking at business process in terms of escalation

    3. Again, looking at different entitlement business need

    4. The effort really varies. I would generate the Lightning Readiness report, which gives you an idea amount of incompatible implementation you will have to tweak.

    In either scenario, understand change management is always one of the biggest success factor...

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