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module : Entitlement Management for Lightning Experience

Posted at

Get Started with Entitlements

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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".

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T4QOxSAN

I just found the strange part that the new entitltement template created directly under Entitlement tab does not really exist. I need to create the template from Setup/Entitlement template.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T4Nj7SAF

クラシック バージョンでも資格オプションが表示されない場合は、関連リスト セクションから製品のページ レイアウトに資格テンプレートを追加してみてください。この場合、クイック検索から製品を検索してページ レイアウトを選択し、製品レイアウトの横にある編集を選択して「資格テンプレート」を追加します

[資格] タブの直下に作成された新しい資格テンプレートが実際には存在しないという奇妙な部分を発見しました。セットアップ/資格テンプレートからテンプレートを作成する必要があります。

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