1. From Setup, enter Entitlement Processes in theQuick Find box, then select EntitlementProcesses.
2. Click the name of the entitlement process for which you want to create a new version.
3. In the Entitlement Process Versions list, click the version of the process from which you want to create a new version.
4. On the Entitlement Process Detail page, click Create NewVersion.
5. Add details about the new version. Follow these best practices:Use the Version Notes field to explain what makes the version you’re creating different from others. This makes it easier to differentiate between multiple versions of the same entitlement process.Leave the name as is.Click Active to be able to use the new version.Click Default if you want to make the new version the default version of the process. This makes it easier to find in lookup field searches.
6. Use the Version Notes field to explain what makes the version you’re creating different from others. This makes it easier to differentiate between multiple versions of the same entitlement process.
7. Leave the name as is.
8. Click Active to be able to use the new version.
9. Click Default if you want to make the new version the default version of the process. This makes it easier to find in lookup field searches.
10. Click Save.After saving, you can modify the entitlement process’ milestones ifneeded.ImportantOn new versions of entitlement processes that are currently in use, you can add new milestones, but you can’t edit existing ones. On new versions of processes that aren’t currently in use, you can both add new milestones and edit existing ones.All versions of an entitlement process must be the same type.
11. On new versions of entitlement processes that are currently in use, you can add new milestones, but you can’t edit existing ones. On new versions of processes that aren’t currently in use, you can both add new milestones and edit existing ones.
12. All versions of an entitlement process must be the same type.