---
schema_version: "1"
id: ebc4da3a849b88cdc11f63d10477313567314c3cfbacf3aebfd646a1cfb16126
title: Create a New Version of an Entitlement Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/entitlements_process_creating_new_versions.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.entitlements_process_creating_new_versions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0014375d84b7ac782cd9a3640fd842a8bb46fa860c91ad1f95f368aaa29f9843
description: Entitlement versioning lets you create multiple versions of an entitlement process, even if it’s assigned to active entitlements and support records. You can use multiple versions of an entitlement process at the same time in your Salesforce org.
products:
  - Service Cloud
release: "264"
---
# Create a New Version of an Entitlement Process

Entitlement versioning lets you create multiple versions of an entitlement process, even if it’s assigned to active entitlements and support records. You can use multiple versions of an entitlement process at the same time in your Salesforce org.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d159064e60">User
              Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159064e60 ">To create and update entitlement processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159064e60 ">Manage Entitlements</td>

          </tr>
        </tbody>
      </table>

![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 To create multiple versions of entitlement processes, entitlement versioning must be enabled in your org. Select **Enable Entitlement Versioning** on the Entitlement Settings page in Setup.

When you create versions of entitlement processes with the same name, the version number and notes help you differentiate between versions. Salesforce prevents you from disabling entitlement versioning so you always know which version you’re working with.

1. From Setup, enter Entitlement Processes in the Quick Find box, then select **Entitlement Processes**.
2. Click the name of the entitlement process for which you want to create a new version.
3. In the Entitlement Process Versions list, click the version of the process from which you want to create a new version.
4. On the Entitlement Process Detail page, click **Create New Version**.
5. Add details about the new version. Follow these best practices:
    
    - Use the Version Notes field to explain what makes the version you’re creating different from others. This makes it easier to differentiate between multiple versions of the same entitlement process.
    - Leave the name as is.
    - Click **Active** to be able to use the new version.
    - Click **Default** if you want to make the new version the default version of the process. This makes it easier to find in lookup field searches.
6. Click **Save**.
    
    After saving, you can modify the entitlement process’ milestones if needed.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_important.png)
    
    Important
    
    - On new versions of entitlement processes that are currently in use, you can add new milestones, but you can’t edit existing ones. On new versions of processes that aren’t currently in use, you can both add new milestones and edit existing ones.
    - All versions of an entitlement process must be the same type.

When you create a new version of an entitlement process, it isn’t automatically applied to entitlements that were using the previous version. To learn how to apply a new version of an entitlement process to existing and new entitlements, see [Use a New Version of an Entitlement Process](https://help.salesforce.com/s/articleView?id=service.entitlements_process_using_new_versions.htm&release=264.0.0&type=5 "After you create a version of an entitlement process, you can choose to apply it to all entitlements assigned to the previous version, or only to new entitlements. When you apply an entitlement process to an entitlement, it also applies the process to that entitlement’s active support records.").

#### See Also

- [Updating an Entitlement Process](https://help.salesforce.com/s/articleView?id=service.entitlements_versioning_overview.htm&release=264.0.0&type=5 "Entitlement versioning lets you create multiple versions of an entitlement process, even if it’s assigned to active entitlements and support records.")