Configure the Auto Assign Milestone Owner flow so that milestone owners are assigned
automatically when you create a connection application.
Required Editions
| Available in: Lightning Experience |
| Available in: All Editions with Energy & Utilities - Growth |
| User Permissions Needed |
| To configure flows: |
Manage Flow |
| To build the program-to-entitlement decision matrix in Business Rules Engine: |
BRE Designer |
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From Setup, in the Quick Find box, enter Flows, and then select
Flows.
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Open the Auto Assign Milestone Owner flow.
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Click Save As to create a flow record.
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Enter Auto Assign Milestone Owner Override for the flow name.
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Save your changes.
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Activate your flow.
Note To manage the program-to-entitlement mapping in one place, create a decision matrix in Business Rules Engine and reference it from the flow. This provides the flexibility to fetch the owner dynamically based on specific inputs. This requires the BRE Designer add-on license.