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Entitlement ID
We've enabled our entitlement module and we need to be able to auto-generate an entitlement id when a new account is created. Does anyone know how this should be written, looks as if the only way to set this up would be through Apex.
Currently our feed brings over external account information and if that account doesn't already exist, it creates a new account in Salesforce (ID field in the Accounts object). Ideally we're trying to figure out how an associated entitlement id could be created with the Account ID, generating an entitlement object (Entitlement_c) with the same name as the Account name.
If anyone has tried this approach or if more details are needed, please let me know.
I am currently looking to do the same expect a little different. I found this code in the Developer Cookbook that when a case is created will check the contact and account for an associated entitlement then assign the entitlement to the case. I am trying to add to the trigger to have it create the entitlement for the account if one is not found but only. I have a seperate post asking for help. Here is the trigger I found:
I am also looking for kind of the same trigger : auto create an entitlement on an account update. The code should not be complicated but I don't know how to write it.
Orion, the trigger you showis used to link a case automatically to an entitlement, in case the entitlement already exists, right ? I may be wrong but, this trigger could be kept in a separate trigger ?