1. Enable EntitlementsEnable entitlements in your Salesforceorg to help support agents deliver the correct service level to your customers.
2. Customize EntitlementsCustomize entitlement fields and page layouts based on your business needs and how youragents work.
3. Set Up Entitlement and Asset Lookup Filters on CasesSet up lookup filters on entitlement-related case fields to restrict the entitlementsthat users can select on a case.
4. Give Users Access to Entitlement ManagementAfter you set up entitlement management, make sure that users have the appropriate user permissions, field access, and tab access.
5. Set Up an Entitlement TemplateEntitlement templates let you predefine terms of support that users can add toproducts.
6. Automatically Add Entitlements to Cases from Web, Email, and CommunitiesEntitlements don’t automatically apply to cases created using Web-to-Case,Email-to-Case, or communities. However, you can add entitlements to these features usingApex code.
7. Report on EntitlementsUse custom report types to define report criteria that users can use to run and createreports on entitlements, service contracts, and contract line items.