Entitlement process versioning
Key Takeaway
A new entitlement process version isn't applied automatically to existing entitlements. To move existing entitlements and their support records onto it, create a new update rule on the new version's detail page, choose the version to update from, then save and start the rule.
An entitlement process gives support reps a timeline of milestones to follow on cases or work orders. Entitlement versioning lets you create a new version of a process, even when the process is already assigned to active entitlements and support records, such as cases or work orders. You can then change your service rules and move records onto the new version. Use versioning when you want several versions of a process with minor differences, or when you need to update a process to match changes in your business processes. Common cases include a seasonal update or a rollback to a previous version.
Turning on entitlement versioning
Versioning is off until you turn it on. To enable it, select "Enable Entitlement Versioning" on the Entitlement Settings page in Setup.
Enabling entitlement versioning is one-way. Salesforce prevents you from disabling it, so you always know which version you are working with.