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Manage Your Billing Processes with Salesforce Billing
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          Order Creation and Activation

          Order Creation and Activation

          Salesforce CPQ runs several validations during the order creation and also following order activation. You have different options for adjustments based on your order’s activated status. (Salesforce Billing Managed Package)

          Required Editions

          Available in: All Salesforce Billing Editions
          • Editable Order Fields
            Get the most out of orders by reviewing order field edit permissions. Salesforce Billing locks certain order fields from user edits based on user permission and order activation status. You also can't manually change key finance fields such as tax or amount regardless of permissions or order status. (Salesforce Billing Managed Package)
          • Deactivating Orders in Salesforce Billing
            Deactivate an order product to return it to draft status and change its editable fields. (Salesforce Billing Managed Package)
           
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