---
schema_version: "1"
id: 09c87aead93c0c4694d62a98be0b7afca1155c9f0f592f19879b4fa6a5973f74
title: Automatically Apply Entitlements to Cases and More
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/auto_mapping_entitlements.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.auto_mapping_entitlements.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d01ba93d37aa9906e7295653e76483472e6dafefdff890a9817c87c7234a82da
description: Automatically apply the correct entitlements and consecutively the correct SLA policy to cases, work orders, and incidents based on predefined rules. This reduces manual effort and ensures compliance, improving service rep productivity, and minimizing SLA violations. This feature is available only with the new simplified setup experience.
products:
  - Service Cloud
release: "264"
---
# Automatically Apply Entitlements to Cases and More

Automatically apply the correct entitlements and consecutively the correct SLA policy to cases, work orders, and incidents based on predefined rules. This reduces manual effort and ensures compliance, improving service rep productivity, and minimizing SLA violations. This feature is available only with the new simplified setup experience.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d120869e59">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d120869e59 ">To set up entitlement-related lookups on cases:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d120869e59 ">
              <p style="margin-bottom:0;">Manage Entitlements</p>
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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)

Note Entitlements are applied automatically only when a record is created. If you update an existing record so that it later matches an application rule, the entitlement isn't applied automatically.

1. From Setup, enter SLA policies in the Quick Find box, then select **SLA Policies** under SLA Management.
2. On the Auto Apply Entitlements tab, click **New**.
3. Enter order and select an entitlement. Only entitlements with an SLA policy attached to them will show up. Entitlements with a higher order are applied to the record if conditions for more than one entitlement evaluate to true (1 being the highest order).
4. Create the rule a record must match for the entitlement to apply to it:
    1. Select **All Conditions Are Met (AND)** if you want the entitlement to apply when all of the defined conditions are met.
    2. Select **Any Condition Is Met (OR)** if you want the entitlement to apply when any of the defined conditions is met.
    3. Select **Custom Condition Logic Is Met** if you want the entitlement to apply when the defined custom logic condition(s) is met.
5. Add conditions and click **Save**.