Universal Containers wants to measure their adherence to specific SLAs for all Work Orders. In which order should a Consultant implement the setup to achieve this requirement?
A.
Set Up Milestones, Create Entitlement records, Set Up Entitlement Process for Work Orders.
B.
Set Up Entitlement Process for Work Orders, Set Up Milestones, Create Entitlement records.
C.
Create Entitlement records, Set Up Entitlement Process for Wok Orders, Set Up Milestones.
D.
Set Up Milestones, Set Up Entitlement Process for Wok Orders, Create Entitlement records.
I agree, correct answer is D.
First you set up milston, and after it you can create the entitlement process. Without milestone you cannot define the E.P
They all agree that "Create Entitlement Record" should be the last.
When creating an Entitlement Process for Work Order, you don't activate (i.e. complete the configuration) it if you haven't created milestones yet.
"Note: If you were going to add milestones to this entitlement process, you wouldn’t activate it yet."
Source: https://trailhead.salesforce.com/content/learn/modules/entitlement-management-for-lightning-experience/use-entitlements-with-work-orders
In the Entitlement Management Setup Checklist, creating milestones comes first.
Source: https://help.salesforce.com/s/articleView?id=sf.entitlements_setting_up_entitlement_management.htm
See here for the Entitlement Management checklist: https://help.salesforce.com/articleView?id=entitlements_setting_up_entitlement_management.htm&type=5
1. Enable Entitlements
2. Setup Milestones
3. Setup Entitlement Process
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