Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Ramya Ragavan 1Ramya Ragavan 1 

Need help with Entitlement Template on product tab

Hi I am Sales Force student , working on week 3 assignment. I have started on Entitlement Management. I followed all the steps for housekeeping. 
Created the New Entitlement Template also. But when I try creating a new product , I am not able to see the Entitlement Template option in the Details. 
I did add the related list Entitlement Template Name in the Product Page Layout. When I previewed, the Entitlement option was visible. 
Please help
Deepali KulshresthaDeepali Kulshrestha
Hi Ramya,

Greetings to you!

This link will help with Entitlement Template on product tab
https://dreamevent.secure.force.com/articleView?id=entitlements_setting_up_templates.htm&type=0

I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha
Pooja Wadhwa 18Pooja Wadhwa 18
You should be able to view it in Classic version.

Please refer to below documentation:
https://help.salesforce.com/articleView?id=entitlements_customize.htm&type=5
NOTE In Lightning Experience, the Entitlement Templates related list isn’t available on product page layouts.

Thanks,
Pooja
 
Rick UptonRick Upton
Vote for this Idea: In Lightning, support Entitlement Templates related list on Product page layouts (https://success.salesforce.com/ideaView?id=0873A000000LsUoQAK).
shwetha prabhakarshwetha prabhakar
Hi Ramya,

Create Entitlement template and product in lightning, later switch to classic and add the Entitlement template.

Thanks,
Shwetha
Madhura ParalikarMadhura Paralikar
Hi,

If you are not able to see the entitlement option even in classic version, try adding Entitlement Templates from related list section to the page layout of products. For this search for products from quick find and select page layout and then select edit next to product layout and add "Entitlement Templates". Hope this helps.


Regards,
Madhura