If you ever need to check or change the Allow Multiple Orders setting, just navigate to Setup, search for Installed Packages, click Configure on Salesforce CPQ, and click the Order tab. Here you find the Allow Multiple Orders checkbox. Let’s see what it takes to create two orders from an existing quote.
How do I add a product to work order in Salesforce?
Create Work Orders for Field ServiceFrom the Work Orders tab or the Work Orders related list on a record, click New.Optionally, select a work type. ... Enter the address for the work order. ... Optionally, to link each work order line item to a price book entry (product), select a price book.More items...
How do I add multiple values in Salesforce?
1 AnswerCreate a external Id field (indexed) on BOTH objects names "ObjectKey" or something. ... Use a WFR to populate the field with the value of "[Name];[StageName];[ForecastCategory__c];Perform an update on all records to get the values populated.No we have a starting point.
How do you add multiple values to a filter in Salesforce?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
How do I add a list in Salesforce?
Log into your SalesForce account and click the Developer Console. After creating Apex class ApexList, add a Listtest method for creating and testing the List and its methods....The code is,Dept. add('MECH');Dept. add('IT');system. debug('Using add(ListElement) - Department List : '+Dept);
Order Records
The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce Enterprise, the B2C Commerce Integration imports order data into Order Management. For information on handling order data from a different storefront, see Importing Order Data in the Order Management Developer Guide.
Items and Products
The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” However, there are some exceptions.
Summary Objects and Change Objects
Summary objects provide a dynamic view of current order data. Typically, users interact with summary records instead of the underlying records. For example, a service agent looking up information for a customer would search for the order summary, not the original order.
Adjustment Objects
Adjustment objects represent discounts applied to an order or order product. Adjustment summary objects provide a dynamic view of adjustments. For example, consider multiple discounts that apply to a single order product.
Platform Events for Order Management Objects
Order Management includes platform events that provide order-related notifications. You can use them along with custom events and other methods to initiate your processes and flows:
Objects Used by Order Management
Order Management uses these object types to represent data in the order workflow. Some of them are standard Salesforce objects, and some are only available in orgs with an Order Management license.
Customizing Order Management Objects
You can add custom fields to objects used by Order Management. When you do, Order Management users need permission to access them. You can use the OM Console permission set because all Order Management users normally have it. To provide access to a custom field, update the permission set object settings for that field to allow Edit access.
Salesforce Mobile App Limitations
The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but can’t access its console features like screen flows.
Learn More
Order Management Resources In addition to Salesforce Help, Order Management has documentation resources to help you learn about, set up, administer, and extend the Order Management app.