---
schema_version: "1"
id: 87578a8f8edc708d915603803c7ea7321ddf4158cb38113b53ac35ad68836551
title: EntitlementProcess
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/api_meta/meta_entitlementprocess.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_entitlementprocess.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 1bef000ac718ac254e3b010cbddc409429dfff99ed4295839e464ddcba915852
description: Represents the settings for an entitlement process.
---
# EntitlementProcess

Represents the settings for an entitlement process.

This type extends the [Metadata](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/metadata.htm "The base class for all metadata types. You can’t edit this object. A component is an instance of a metadata type.") metadata type and inherits its fullName field.

## File Suffix and Directory Location

Entitlement process values are stored in files in the entitlementProcesses directory. Each file has the name of a process and the suffix .entitlementProcess. Each file contains one entitlement process or, if entitlement versioning is enabled, one version of an entitlement process.

The name of the file is the name of the entitlement process with the version appended to the end, if applicable (for example, an entitlement process named “gold\_support” can have the file name “gold\_support\_v2.entitlementProcess”). This file name corresponds to the slaProcess.NameNorm field exposed through SOAP API. This file name is distinct from the name field, which represents what displays in the user interface and, if versioning is enabled, can be shared among multiple versions of the same entitlement process. The slaProcess.NameNorm field contains the lowercase version of the name field shown in the user interface.

## Version

Entitlement processes are available in API version 27.0 and later.

## Fields

<table class="featureTable sort_table" summary="">



          <thead class="thead sorted" align="left">
            <tr>
              <th class="featureTableHeader  " id="d435695e113">Field Name</th>

              <th class="featureTableHeader  " id="d435695e116">Field Type</th>

              <th class="featureTableHeader  " id="d435695e119">Description</th>

            </tr>

          </thead>

          <tbody class="tbody">
            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">active</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">boolean</td>

              <td class="entry" headers="d435695e119" data-title="Description">Indicates whether the entitlement process is active (<samp class="codeph java">true</samp>) or not (<samp class="codeph java">false</samp>).</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname" id="EntitlementProcess_businessHours_field"><a name="EntitlementProcess_businessHours_field"><!-- --></a>businessHours</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">
                <span class="ph" id="EntitlementProcess_businessHours_desc"><a name="EntitlementProcess_businessHours_desc"><!-- --></a>The business hours
                  that apply to the entitlement process.</span>
                <p class="p">This field is
                  available in API version 30.0 and later.</p>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">description</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">The description of the entitlement process.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">entryStartDateField</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">For milestone processes on which a case enters the process based
                on a custom date/time field on the case, specifies which date and
                time are used. Valid values are: <ul class="ul bulletList">
                  <li class="li">SlaStartDate (entitlement process start date)</li>

                  <li class="li">CreatedDate (date case was opened)</li>

                  <li class="li">ClosedDate (date case was closed)</li>

                  <li class="li">LastModifiedDate (date case was last modified)</li>

                  <li class="li">StopStartDate (date case was stopped)</li>

                </ul>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">exitCriteriaBooleanFilter</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">For milestone processes on which a case exits the process when
                custom criteria are met, and for which filter logic is added,
                specifies that logic.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">exitCriteriaFilterItems</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">
                <a class="xref" href="https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem">FilterItem</a>[]
              </td>

              <td class="entry" headers="d435695e119" data-title="Description">For milestone processes on which a case exits the process when
                custom criteria are met, specifies those criteria.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">exitCriteriaFormula</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">For milestone processes on which a case exits the process when a
                custom formula evaluates to true, specifies that formula.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname" id="is_version_default_name"><a name="is_version_default_name"><!-- --></a>isVersionDefault</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">boolean</td>

              <td class="entry" headers="d435695e119" data-title="Description">Indicates whether the entitlement process is the default version
                (<samp class="codeph nolang">true</samp>) or not (<samp class="codeph nolang">false</samp>). <p class="p">This field is available
                  in API version 28.0 and later.</p>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">milestones</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">
                <a class="xref" href="#EntitlementProcessMilestoneItem">EntitlementProcessMilestoneItem</a>[]
              </td>

              <td class="entry" headers="d435695e119" data-title="Description">Represents a milestone on the entitlement process.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">name</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">The name of the entitlement process as it displays in the user
                interface.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname">SObjectType</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">Indicates the type of record that the entitlement process can run
                on.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname" id="version_master_name"><a name="version_master_name"><!-- --></a>versionMaster</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">Identifies the sequence of versions to which this entitlement
                process belongs. This field’s contents can be any value as
                long as it’s identical among all versions of the entitlement
                process.<p class="p">This field is available in API version 28.0 and
                  later.</p>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname" id="version_notes_name"><a name="version_notes_name"><!-- --></a>versionNotes</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e119" data-title="Description">The description of the entitlement process version.<p class="p">This field
                  is available in API version 28.0 and later.</p>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e113" data-title="Field Name"><span class="keyword parmname" id="version_number_name"><a name="version_number_name"><!-- --></a>versionNumber</span></td>

              <td class="entry" headers="d435695e116" data-title="Field Type">int</td>

              <td class="entry" headers="d435695e119" data-title="Description">The version number of the entitlement process. Must be 1 or
                greater.<p class="p">This field is available in API version 28.0 and
                  later.</p>
              </td>

            </tr>

          </tbody>

        </table>

## EntitlementProcessMilestoneItem

Represents a milestone item on an entitlement process.

## Fields

<table class="featureTable sort_table" summary="">



          <thead class="thead sorted" align="left">
            <tr>
              <th class="featureTableHeader  " id="d435695e393">Field Name</th>

              <th class="featureTableHeader  " id="d435695e396">Field Type</th>

              <th class="featureTableHeader  " id="d435695e399">Description</th>

            </tr>

          </thead>

          <tbody class="tbody">
            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname" id="EntitlementProcessMilestoneItem_businessHours_field"><a name="EntitlementProcessMilestoneItem_businessHours_field"><!-- --></a>businessHours</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">
                <span class="ph" id="EntitlementProcessMilestoneItem_businessHours_desc"><a name="EntitlementProcessMilestoneItem_businessHours_desc"><!-- --></a>The
                  business hours that apply to the milestone.</span>
                <p class="p">This field is
                  available in API version 30.0 and later.</p>
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">criteriaBooleanFilter</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">For milestones that apply only when criteria are met and for
                which filter logic is added, specifies that logic.</td>

            </tr>


            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">milestoneCompletionCriteria</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">
                <p class="p">The criteria to be met for the milestone to be marked
                  complete.</p>

              </td>

            </tr>


            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">milestoneCriteriaFilterItems</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">
                <a class="xref" href="https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem">FilterItem</a>[]
              </td>

              <td class="entry" headers="d435695e399" data-title="Description">For milestones that apply only when criteria are met, specifies
                those criteria.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">milestoneCriteriaFormula</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">For milestones that apply only when a formula evaluates to true,
                specifies that formula.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">milestoneName</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">The name of the milestone.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="ph" id="EntitlementProcessMilestoneItem_minutesCustomClass_field"><a name="EntitlementProcessMilestoneItem_minutesCustomClass_field"><!-- --></a><span class="keyword parmname">minutesCustomClass</span></span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">string</td>

              <td class="entry" headers="d435695e399" data-title="Description">
                <span class="ph" id="minutesCustomClass_desc"><a name="minutesCustomClass_desc"><!-- --></a>The name of the Apex class that
                  is&nbsp;used to calculate the trigger time.</span> This field is
                available in API version 30.0 and later.
              </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">minutesToComplete</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">int</td>

              <td class="entry" headers="d435695e399" data-title="Description">The number of minutes from when the case enters the entitlement
                process that the milestone occurs.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">successActions</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">
                <a class="xref" href="https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_workflow.htm#WorkflowActionReference">WorkflowActionReference</a>[]
              </td>

              <td class="entry" headers="d435695e399" data-title="Description">The actions triggered when the milestone is completed.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">timeTriggers</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">
                <a class="xref" href="#EntitlementProcessMilestoneTimeTrigger">EntitlementProcessMilestoneTimeTrigger</a>[]
              </td>

              <td class="entry" headers="d435695e399" data-title="Description">The time triggers on an entitlement process milestone.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e393" data-title="Field Name"><span class="keyword parmname">useCriteriaStartTime</span></td>

              <td class="entry" headers="d435695e396" data-title="Field Type">boolean</td>

              <td class="entry" headers="d435695e399" data-title="Description">When the milestone starts: when the milestone criteria are met
                (true) or when the case enters the entitlement process
                (false).</td>

            </tr>

          </tbody>

        </table>

## EntitlementProcessMilestoneTimeTrigger

Represents the time trigger on an entitlement process milestone.

## Fields

<table class="featureTable sort_table" summary="">



          <thead class="thead sorted" align="left">
            <tr>
              <th class="featureTableHeader  " id="d435695e604">Field Name</th>

              <th class="featureTableHeader  " id="d435695e607">Field Type</th>

              <th class="featureTableHeader  " id="d435695e610">Description</th>

            </tr>

          </thead>

          <tbody class="tbody">
            <tr>
              <td class="entry" headers="d435695e604" data-title="Field Name"><span class="keyword parmname">actions</span></td>

              <td class="entry" headers="d435695e607" data-title="Field Type">
                <a class="xref" href="https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_workflow.htm#WorkflowActionReference">WorkflowActionReference</a>[]
              </td>

              <td class="entry" headers="d435695e610" data-title="Description">The actions to take when the time trigger is reached, if, at that
                time, the milestone isn’t completed.</td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e604" data-title="Field Name"><span class="keyword parmname">timeLength</span></td>

              <td class="entry" headers="d435695e607" data-title="Field Type">int</td>

              <td class="entry" headers="d435695e610" data-title="Description">The length of time between the time trigger activation and the
                milestone target completion date. This length of time can be a
                negative or positive value. Negative values indicate that the target
                completion date hasn’t yet arrived and correspond to warning time
                triggers. Positive values indicate that the target completion date
                has passed and correspond to violation time triggers. </td>

            </tr>

            <tr>
              <td class="entry" headers="d435695e604" data-title="Field Name"><span class="keyword parmname">workflowTimeTriggerUnit</span></td>

              <td class="entry" headers="d435695e607" data-title="Field Type">MilestoneTimeUnits (enumeration of type string)</td>

              <td class="entry" headers="d435695e610" data-title="Description">Specifies the type of unit used to determine when a workflow is
                triggered. Valid values are:<ul class="ul bulletList">
                  <li class="li"><samp class="codeph nolang">Minutes</samp></li>

                  <li class="li"><samp class="codeph nolang">Hours</samp></li>

                  <li class="li"><samp class="codeph nolang">Days</samp></li>

                </ul>
              </td>

            </tr>

          </tbody>

        </table>

## Declarative Metadata Sample Definition

Here’s a sample entitlement process.

<?xml version="1.0" encoding="UTF-8"?>
<EntitlementProcess xmlns="http://soap.sforce.com/2006/04/metadata">
    <active\>true</active\>
    <description\>eppersone</description\>
    <entryStartDateField\>SlaStartDate</entryStartDateField\>
    <exitCriteriaBooleanFilter\>1 OR 2</exitCriteriaBooleanFilter\>
    <exitCriteriaFilterItems\>
        <field\>Case.IsClosed</field\>
        <operation\>equals</operation\>
        <value\>true</value\>
    </exitCriteriaFilterItems\>
    <exitCriteriaFilterItems\>
        <field\>Case.Description</field\>
        <operation\>startsWith</operation\>
        <value\>foo</value\>
    </exitCriteriaFilterItems\>
    <milestones\>
        <milestoneName\>m1</milestoneName\>
        <minutesToComplete\>1</minutesToComplete\>
        <successActions\>
            <name\>emailBob</name\>
            <type\>Alert</type\>
        </successActions\>
        <timeTriggers\>
            <actions\>
                <name\>emailAlice</name\>
                <type\>Alert</type\>
            </actions\>
            <actions\>
                <name\>setEscalateToTrue</name\>
                <type\>FieldUpdate</type\>
            </actions\>
            <timeLength\>1</timeLength\>
            <workflowTimeTriggerUnit\>Minutes</workflowTimeTriggerUnit\>
        </timeTriggers\>
        <timeTriggers\>
            <actions\>
                <name\>setStopToTrue</name\>
                <type\>FieldUpdate</type\>
            </actions\>
            <timeLength\>2</timeLength\>
            <workflowTimeTriggerUnit\>Minutes</workflowTimeTriggerUnit\>
        </timeTriggers\>
        <useCriteriaStartTime\>false</useCriteriaStartTime\>
    </milestones\>
    <milestones\>
        <milestoneCriteriaFilterItems\>
            <field\>Case.Priority</field\>
            <operation\>equals</operation\>
            <value\>High</value\>
        </milestoneCriteriaFilterItems\>
        <milestoneName\>m2</milestoneName\>
        <minutesToComplete\>120</minutesToComplete\>
        <useCriteriaStartTime\>true</useCriteriaStartTime\>
        <successActions\>
            <name\>emailBob</name\>
            <type\>Alert</type\>
        </successActions\>
    </milestones\>
</EntitlementProcess\>

## Wildcard Support in the Manifest File

This metadata type supports the wildcard character \* (asterisk) in the package.xml manifest file. For information about using the manifest file, see [Deploying and Retrieving Metadata with the Zip File](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/file_based_zip_file.htm "The deploy() and retrieve() calls are used to deploy and retrieve a .zip file. Within the .zip file is a project manifest (package.xml) that lists what to retrieve or deploy, and one or more XML components that are organized into folders.").