I want to set default entitlement process for all the accounts which doesn't have other entitlement process.
I setup new Entitlement Process with milestones ("Default Entitlement"), and understand that the rest should be done with trigger, which is fine.
What I don't understand is whether the trigger should create Entitlement record (linkage between the Account to Entitlement Process)?
If it does require, I don't see the benefit for having a trigger? I can use dataloader for creating Entitlement records for all the accounts with no other Entitlement.
Best Answer
According to datamodel Entitlement to Account is
Master-Detail
relationship.If you want to associate default
Entitlement Process
to any account, you have to create aEntitlement
record for thatAccount
and then only you can associate the Process.There are 2 approaches to solve this requirement.
I would prefer the Approach 1 where this small script will serve this purpose.
You can take your suitable approach which ever suits you best.
Moreover, trigger is not needed here.