Service Cloud34 tasks
Configure Entitlement Management Milestones
Cases get the right entitlement and SLA clock on their own: entitlement processes, milestones and tracking are set up, and MeshMesh troubleshoots milestones that do not behave as expected.
Method
How MeshMesh does it
- Creates entitlement records and SLA milestones for the target accounts.
- Deploys a permission set so the entitlement fields are visible and editable.
- Builds the automation that assigns entitlements to cases:
- a before-save flow, or
- for Email-to-Case, a support-tier field on Asset with Apex triggers, tests and record-triggered flows.
- Updates page layouts and adds SLA reports.
- Checks the result end to end with a test case or demo data and confirms the milestones are tracking.
When cases arrive by email, the related setup is Configure Email-to-Case Intake.
Products
Products and features it works with
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