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            Example: Automate Order Submission for Fulfillment

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            3. Agentforce Revenue Management

            Example: Automate Order Submission for Fulfillment

            Create a record-triggered flow to submit Agentforce Revenue Management orders to Dynamic Revenue Orchestrator automatically when users activate the orders. Automation makes sure that all eligible records enter the fulfillment pipeline immediately upon meeting specified status criteria.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To submit orders to Dynamic Revenue Orchestrator and call the invocable actions: Submit Transaction User

            Create a Record-Triggered Flow

            Configure the initial trigger and entry conditions for the order object.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Start from Scratch and click Next.
            4. Select Record-Triggered Flow and click Create.
            5. Select Order as the object.
            6. Select A record is updated for the trigger configuration.
            7. In the Set Entry Conditions section, specify these details.
              • Condition Requirements: All Conditions Are Met (AND)
              • Field: Status
              • Operator: Equals
              • Value: Activated
            8. Select Only when a record is updated to meet the condition requirements for the run frequency.

            Add a Component to Get Application Usage Type Assignment Records

            Find the specific application usage assignment to verify the record type.

            1. Click Add element.
            2. Find and select Get Records.
            3. Enter Get Application Usage Type for the label and Get_Application_Usage_Type for the API name.
            4. Select Application Usage Assignment as the object.
            5. Add these filter conditions.
              • Field: RecordId
              • Operator: Equals
              • Value: {!$Record__Prior.Id}
            6. Click Add Condition and specify these filter conditions.
              • Field: AppUsageType
              • Operator: Equals
              • Value: RevenueLifecycleManagement
            7. Select Choose fields and assign variables (advanced).
            8. In the Record field, select New Resource.
            9. Specify these details for the new resource.
              • Resource Type: Variable
              • API Name: ApplicationUsageAssignmentRecord
              • Data Type: Record
              • Object: Application Usage Assignment
            10. Click Done.

            Add a Decision to Check for Agentforce Revenue Management Records

            Verify that the record belongs to the Revenue Lifecycle Management usage type before proceeding.

            1. Click Add element.
            2. Find and select Decision.
            3. Enter Revenue Lifecycle Management Record? for the label and Is_Revenue_Lifecycle_Management_Record for the API name.
            4. Specify these outcome details.
              • Label: Revenue Lifecycle Management Record
              • API Name: Revenue_Lifecycle_Management_Record
              • Condition Requirements: All Conditions Are Met (AND)
              • Resource: !ApplicationUsageAssignmentRecord.Id
              • Operator: Does Not Equal
              • Value: !$GlobalConstant.EmptyString

            Add an Action to Submit Orders to Dynamic Revenue Orchestrator

            Invoke the fulfillment submission for the qualified record.

            1. Click Add element in the Revenue Lifecycle Management Record branch.
            2. Find and select Action.
            3. Specify these action details.
              • Action: Submit Order
              • Label: Submit Order Action
              • API Name: Submit_Order_Action
              • Order ID: {$Record_Prior.Id}
            4. Click Done.
            5. Save your changes.
            6. Enter a label and API name for the flow and save again.
            7. Activate the flow.
            A screenshot of the order submission flow.

            To add the Fulfillment Plan and Orchestration Submission Status fields, edit order page layouts. See Customize Page Layouts with the Enhanced Page Layout Editor.

            See Also

             
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