Editing Zentitle Entitlements in SalesForce
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Having seen how to create a software entitlement in SalesForce, we shall now see how an entitlement can be edited from within the SalesForce dashboard.
The title bar has four buttons as shown below:
which enable you to carry out the following four basic tasks:
Refresh Entitlement: This updates any changes made to the current entitlement on the Zentitle platform to SalesForce.
Edit: This enables basic editing of the current entitlement (specifically of the 'Information' and 'System Information' data - see below.) Saving such edits to SalesForce will also make the corresponding updates to Zentitle.
Clone: Makes a copy of the current entitlement, with the same 'Information' and 'System Information' data but a different name. Saving creates the clone in Zentitle.
Delete: Deletes the current entitlement from SalesForce and Zentitle.
The full scope of the editing functionality is made available on the Main tab on the entitlement page. This is divided into four categories, all of which can be accessed by scrolling down the page. At the bottom of the page are Cancel and Save buttons, which respectively abandon any unsaved changes, and save any such changes to both SalesForce and Zentitle.
The four edit categories are:
(Basic) Information
Software Attributes
Software Features
System Information
We shall proceed to look at these in turn.
This is basic information concerning your entitlement (Offering, seat-count etc.)
These are custom fields defined for a product that can be used to store useful information in the license. Please see here for more information.
These provide a convenient way of organising optional product functionality, enabling your users to have a wide range of entitlements based on feature combinations. Please see here for more information.
This is 'housekeeping' data pertaining to the SalesForce integration.
You can edit all fields except the entitlement name by clicking the icon.
You can edit any one by clicking the Software attribute name link, or by clicking the dropdown which contains the Edit and Delete options. You can also expand this section to fill the page by clicking the View All button.
As above, you can edit any item by clicking the name link, or by selecting the Edit option in the dropdown . You can also expand this section to fill the page by clicking the View All button.
You can edit the Zentitle Entitlement ID and the Zentitle Entitlement Group ID by clicking the icon.
