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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

답변 3개
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    2023년 11월 8일 오후 8:39

    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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