Creating Asset-Based Entitlement Rule
The following entitlement screen shows the fields for creating an asset-based entitlement rule.
Navigate to the Rule section, enter the details for the fields as described in the following table, and then click Save.
Field Name
Field Description
Fields marked with * are mandatory.
Rule
Covered By*
Select Asset from the drop-down list.
Select the Asset field to match
Select the asset ID from the drop-down list.
* 
The Asset field can be standard or custom. All the asset lookup values are available in the drop-down list.
What To Check*
Select the options that need to be considered by the rule.
Warranties: Select this to consider warranty in the rule
Service Contracts: Select this to consider service contracts in this rule
When Entitlement Finds a Combination of Qualifying Warranty And Qualifying Service Contract
Select the appropriate value from the drop-down list:
Select Warranty: Select this option to choose the first warranty from the multiple qualifying warranties
Select Service Contract: Select this option to choose the first service contract from the multiple qualifying contracts
Prompt user to select: Select this to allow the user to choose the appropriate option. This option allows the user for interactive entitlement.
* 
Hover over the info icon to know more details about this field.
Select Warranty types to be excluded
Select the appropriate option from the drop-down list to exclude the related warranties from the rule.
* 
This field is displayed only if you select Warranties from the What To Check section.
This is a multi-select field. Select multiple options from the drop-down list as per your requirements.
Match account field from Case
Select this checkbox to match the Account field from the Case.
* 
This checkbox is displayed if you select Service Contracts from the What To Check section only.
Account match does not apply to Asset Warranty in the Entitlement engine as the engine only looks to Asset and Product match for Asset Warranty.
Select Account field to match
Select the appropriate account ID from the drop-down list.
* 
The Account field can be standard or custom. All the account lookup values are available in the drop-down list.
This field is displayed if you select the Match account field from the Case checkbox only.
Also, check entitlement for
Select the appropriate options that you want to check entitlement for.
Check for coverage on parent asset: Select this checkbox to check for parent asset coverage.
Check for coverage on root asset: Select this checkbox to check for root asset coverage.
Select Billing Type When no Coverage Found
Select the appropriate option from the drop-down list to check the entitlement when no Coverage is found.
Contract
Warranty
Billable
Goodwill
Non-billable
* 
Salesforce admins can set up permission to share information with the Community Users using the record sharing model or OWD permissions on Entitlement Verification History Object. It enables the Community Users to get the Entitlements auto-populated on the Case object.
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