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Unable to add entitlement template
Hi, I cannot add the entitlement template to a product. The error said it could not find the template but I am sure the template is already active and have already completed all necessary steps, including housekeeping, customize the page layout etc....Please advise. Thanks.
Please follow below steps to verify if any "Entitlment" template is available in your org,
https://help.salesforce.com/articleView?id=entitlements_setting_up_templates.htm&r=https%3A%2F%2Fwww.google.co.in%2F&type=0
Thanks,
Gaurav
Skype: gaurav62990
Understood and followed the steps.
I am quite sure the entitlement template has been successfully established. I just can't find it when I tried to relate (look up) to a product.
I would need to look into the org to verify the same.
Thanks,
Gaurav
Skype: gaurav62990
This is a limitation in lightning. Follow the instruction in this Help Guide.
https://help.salesforce.com/articleView?id=entitlements_best_practices.htm&type=0.