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This is the field that should have been populated by the action of Process #2.Īction: Create Order Products: make sure to include all required fields in your mapping. Starting Object: Opportunity Product (when a record is created or edited also set the Recursion Flag to true!)Ĭondition: Generated Order field is not blank (Does not equal / Global Constant / $GlobalConstant.Null). Process #3: Generate Order Products from Opportunity Products This ensures that any Orders created without a pre-existing Opportunity do not accidentally trigger this process and cause it to fail.Īction: Pass Order ID to Opportunity Products – this ensures that your Opportunity Products have a direct relationship to the Order for which they will pass along their data as new Order Product records. Starting Objec t: Order (when a record is created or edited)Ĭondition: Source Opportunity field is not blank (Does not equal / Global Constant / $GlobalConstant.Null). Process #2: Pass Order ID back to Opportunity Products Flag Opportunity Products – set all the Opportunity’s related Opportunity Product Generate Order checkbox fields to “TRUE”.Here’s a sample of a basic mapping of the fields. Generate Order: make sure to include all required fields in your mapping.** Admins want to know – why oh why isn’t this “advanced” setting defaulted to true? Regardless of your condition, make sure to check the setting to “execute the actions only when specified changes are made” - otherwise you’ll end up generating new orders every time you edit the Opportunity!** Salesforce display master record data on child update#My preferred solution is to create a checkbox field on the Opportunity called “Generate Order” so that we can create a simple Update Record Lightning action on the page layout to launch this process. Some folks may want to simply generate orders when an Opportunity is set to a “Closed Won” stage other clients may require some post-sale actions prior to producing orders for fulfillment or synchronization to finance systems. Starting Object: Opportunity (when a record is created or edited)Ĭondition: This is up to your discretion. Process #1: Generate Order from Opportunity This doesn’t necessarily need to be on the page layout, but might be helpful to see while you’re testing your work.
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