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Automate Your Business Processes with Salesforce Flow
Create Credit Memo Action

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Create Credit Memo Action

In Salesforce Order Management, create a credit memo to represent the refund for one or more change orders associated with an order summary.

Required Editions

Available in: Lightning Experience
View supported editions.
This feature requires the Salesforce Order Management add-on. To purchase, contact your Salesforce account executive.

In Flow Builder, add an Action element to your flow. Select the Order Management category, and search for Create Credit Memo.

Set Input Values

Use values from earlier in the flow to set the inputs.

Input ParameterDescription
Credit Memo Input

This input is an Apex-defined variable of class ConnectApi.CreateCreditMemoInputRepresentation.

The variable has one field, changeOrderIds, which is a list of IDs of the change orders to create a credit memo for.
Order Summary Id Reference to the order summary associated with the change orders.

Store Output Values

Output Parameter Description
Credit Memo Output

This value is an Apex-defined variable of class ConnectApi.CreateCreditMemoOutputRepresentation.

The creditMemoId field contains the ID of the created credit memo.

Usage

To set up the Credit Memo Input, first use Assignment elements to add the change order IDs to a list of strings variable. Then use that variable in the action input.

See Also

 
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