How to Enable Entitlements in Salesforce

In this Salesforce tutorial, we will learn how to enable entitlements in Salesforce. Also, we will understand the steps of enabling the entitlements in Salesforce Lightning and the steps of enabling the entitlements in Salesforce Classic.

Entitlement refers to the process of giving customers a particular level of support or service based on predefined criteria. Entitlements have fixed criteria or rules that control the level of services or support customers are allowed to receive.

The entitlements can be based on different factors like product or service purchase, contract items, customer types, membership level, etc.

While working with an organization that uses Salesforce, I got a task where I needed to enable the entitlements in Salesforce. To fulfill this requirement I use the entitlement settings object that is present under the entitlement management under the Services.

So after looking at the multiple solutions, I found a solution that helped me to enable the entitlements in Salesforce. If you want to learn how to enable the entitlements in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Entitlements in Salesforce
• How to enable entitlements in Salesforce Lightning
• How to enable entitlements in Salesforce Classic

Entitlements in Salesforce

In Salesforce entitlement is defined as the process used to distribute support in a timely manner and specify the type and level of support to customers. It also gives the best solutions for customer support and provides the correct support to our customers.

Entitlement refers to the process of giving customers a particular level of support or service based on predefined criteria. It permits the organization to define and control customer entitlements, like service levels, available support resources, and response times.

Entitlement management helps us to give the correct service level to the customers. It includes a variety of features that lets us copy and impose service-level agreements.

Now we want to set it up for enabling the entitlements to turn the checkbox of the entitlement management for our entire organization. Then get set up the entitlement management features that we want to use.

There are fixed criteria or rules that control the level of services or support customers are allowed to receive. The entitlements can be based on different factors like product or service purchase, contract items, customer types, membership level, etc.

In this way, we have learned about enabling entitlements in Salesforce. Now, let’s move further and see how to enable entitlements in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to enable entitlements in Salesforce Lightning

Here we are enabling entitlements in Salesforce Lightning. If you want to learn how to enable the entitlements in salesforce lightning follow these steps:

1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

2: After clicking on the setup option, the setup page is open. Enter an entitlement setting in the Quick Find Box and the entitlement settings item comes at the top. Click on the entitlement settings. And these entitlement settings are present under the entitlements management.

3: After clicking on the entitlement settings, the entitlement management settings page is open. We are getting started with what is entitlement management after that we will learn how do I set it up and enable entitlement management to turn it on for our entire org.

Then we get started setting up the entitlement management features we want to use. After that control the entitlement management settings in our org. When we update our settings. Click on the enable entitlement management checkbox.

4: After clicking on the enable entitlement management checkbox, click on the save button that is present at the bottom of the entitlement settings.

In this way, we understand how to enable entitlements in Salesforce Lightning. Let’s Proceed further and learn how to enable entitlements in Salesforce Classic.

How to enable entitlements in Salesforce Classic

Here we are enabling the entitlements in Salesforce Classic. If you want to learn how to enable the entitlements in Salesforce Classic follow these steps:

Step-1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

Step-2: After clicking on the setup option, the setup page is open. Enter a briefcase builder in the Quick Find Box and the entitlement settings item comes at the top. Click on the entitlement settings. And these entitlement settings are present under the entitlements management.

Step-3: After clicking on the entitlement settings, the entitlement management settings page is open. We are getting started with what is entitlement management after that we will learn how do I set it up and enable entitlement management to turn it on for our entire org.

Then we get started setting up the entitlement management features we want to use. After that control the entitlement management settings in our org. When we update our settings. Click on the enable entitlement management checkbox.

Step-4: After clicking on the enable entitlement management checkbox, click on the save button that is present at the bottom of the entitlement settings.

In this way, we understand how to enable the entitlements in Salesforce Classic.

Conclusion:

Here we have learned about enabling the entitlements in Salesforce. We have also discussed how to enable the entitlements in Salesforce.

In this, we conclude that entitlement management helps us to give the correct service level to the customers. It includes a variety of features that lets us copy and impose service-level agreements.

Now for enabling the entitlements to turn the checkbox of the entitlement management for our entire organization. Then get set up the entitlement management features that we want to use.

Moreover, we have learned that Salesforce Lightning as well as Salesforce Classic gives a simple and easy way to determine how to enable the entitlements in Salesforce.

In addition to this, the following are the topics that we have discussed in this blog:

• Entitlements in Salesforce
• How to enable entitlements in Salesforce Lightning
• How to enable entitlements in Salesforce Classic

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• How to Enable Email to Case in Salesforce
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• How to Create Entitlement Process in Salesforce