Question

You set a default entitlement for a customer.You need to ensure that the default entitlement is automatically associated with a case. What are two possible ways to achieve this goal?

Answer 1

To automatically associate the default entitlement with a case, you can create a workflow automation or use entitlement triggers within the case management system. These methods promote efficiency and consistency by removing the need for manual assignment of entitlements.

Step-by-step explanation:

To ensure that the default entitlement is automatically associated with a case, there are a couple of ways you can set this up:

1. Workflow Automation: Create a workflow rule that will automatically assign the default entitlement to a case when it is created. This rule can check the conditions required for the default entitlement to apply and set it accordingly.
2. Entitlement Triggers: If your system supports it, use entitlement triggers that upon case creation will look up the customer's default entitlement and associate it directly with the case.

Both methods ensure that every new case has the correct entitlements in place without manual intervention, improving efficiency and consistency in case management processes. It is crucial to test these automations to ensure they operate as intended.