---
schema_version: "1"
id: b40f3962189c140399f3f31e3b2e9cb06cd193fe9c66db3e2a97d8cf4e594131
title: Use 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_using_new_versions.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.entitlements_process_using_new_versions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1fec749bcf1ae9b127d5f839d233638300c5b548fd22f9e7338193454d71b27f
description: 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.
products:
- Service Cloud
release: "264"
---
# Use a New Version of an Entitlement Process
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.
### Required Editions
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.
**Applying an Entitlement Process to a New Entitlement**
_Scenario:_ You’re creating an entitlement and want to apply a particular version of an entitlement process to it.
1. Choose the entitlement process you want in the Entitlement Process lookup field on the entitlement.
Tip After you click the lookup icon on the Entitlement Process field, select “All Versions” in the lookup dialog box. Otherwise, you can only choose from the default versions of existing entitlement processes.
**Applying an Entitlement Process to an Existing Entitlement**
_Scenario:_ You made a new version of an entitlement process, and you want to switch all the entitlements that were using the previous version over to your new version.
1. From Setup, enter Entitlement Processes in the Quick Find box, then select **Entitlement Processes**.
2. Click the name of the entitlement process you want to work with.
The list on the main Entitlement Processes page shows the default version of each process. Click the name of a process to see a list of all available versions of it.
3. On the detail page for the entitlement process, click the name of the new version that you want to apply to existing entitlements (and by default, to cases or work orders linked to those entitlements).
4. Click **New Update Rule**.
5. Choose the version of the entitlement process you want to update from.
You can update from any other version of the process, whether or not it’s active.
6. Depending on the differences between the old and new versions of the entitlement process, updating an entitlement to the new version can trigger milestone warning and violation actions on that entitlement’s support records (such as cases or work orders). To avoid such warnings and violation actions, select **Don’t Trigger New Milestone Warnings and Violations**. We recommend selecting this so you don’t trigger violation warnings on old entitlements and support records.
7. Click **Save**.
The update rule detail page shows the estimated number of entitlements and support records that will be updated to use the new process.
8. Click **Start** to begin the update process.
Usually the update process completes within an hour, but it depends on the number of entitlements and records being updated. Throughout the update process, the update rule detail page refreshes periodically to show the number of entitlements and records processed. To stop the update at any time, click **Stop**.
When the update rule displays a Completed status, all related entitlements and support records have been updated to use the new version of the entitlement process. If the status is Completed With Exceptions, some records couldn't be updated to the new version because of errors. To find out which records weren't updated and why, contact Salesforce Support.
Note Cases that have already exited the previous version of your entitlement process—for example, if a case has been closed—are updated to use the new entitlement process.
#### See Also
- [Set Up Entitlement Processes](https://help.salesforce.com/s/articleView?id=service.entitlements_process_setting_up.htm&release=264.0.0&type=5 "Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases or work orders. Set up an entitlement process to apply to entitlements in your Salesforce org.")
- [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.")
- [Create a New Version of an Entitlement Process](https://help.salesforce.com/s/articleView?id=service.entitlements_process_creating_new_versions.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. You can use multiple versions of an entitlement process at the same time in your Salesforce org.")