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Automate Your Business Processes with Salesforce Flow
Create Order Summary Action

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Create Order Summary Action

In Salesforce Order Management, create an order summary based on an order. That order is considered the original order for the order summary. Subsequent change orders that apply to the order summary are also represented as order records.

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 Order Summary.

Set Input Values

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

Input ParameterDescription
Order Summary Create Input

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

The variable has these fields:

  • businessModel—The order’s business model. It can have one of these values:
    • B2B
    • B2C
  • externalReferenceIdentifier—Used to prevent duplicate records. This value is case-sensitive.
  • name—Order summary number to assign to the order summary.
  • orderId—Required. The ID of the original order to create an order summary for.
  • orderLifeCycleType—Specifies whether the order is managed in Salesforce Order Management or by an external system. It can have one of these values:
    • MANAGED—The order is managed in Salesforce Order Management. If no value is specified, the default is MANAGED.
    • UNMANAGED—The order is managed by an external system.
  • sourceProcess—Describes the order process creating the order summary. It can have one of these values:
    • OrderOnBehalf—An Order on Behalf Of process.
    • Standard—Any process other than Order on Behalf Of.
  • status—Status to assign to the order summary. The value must match one of the picklist values on the Status field of the Order Summary object.

Store Output Values

Output Parameter Description
Order Summary Output

This value is an Apex-defined variable of class OrderSummaryOutputRepresentation.

The orderSummaryId field contains the ID of the created order summary.

See Also

 
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