Milestones help you give your customers a consistent support experience. Learn about milestones statues, actions, and recurrence types.
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When working with milestones, keeping track of everything is key to success. Here are a few ways you can track all records that have milestones in your org.
- To view work orders with milestones, create a work order report using the Object Milestones custom report type.
- To view cases with milestones, create a case report using the Cases with Milestones custom report type.
- Create list views that filter on milestone fields.
Let’s get started!
- Where Can I View Milestones?
Your settings and configurations for entitlements and milestones determine where you and your support reps can view milestones. - Milestone Statuses
Milestones on support records display one of three statuses. - Milestone Actions
Milestone actions are time-dependent workflow actions that occur on milestones in an entitlement process. Actions can be added to milestones after the milestone is added to an entitlement process. - Milestone Recurrence Types
When you create a milestone, you must choose its recurrence type. Learn what each recurrence type means and when to use it. - Milestones: Supported Objects
Milestones represent required support steps that your team must complete to resolve a customer issue. Find out where you can use milestones in Salesforce. - Milestone Stop and Resume Behavior
Learn how to start and resume milestones and how milestones work within an entitlement process.