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Manage Your Salesforce CPQ Orders
When your customer is ready to order their CPQ quote, create an order record to track the products they’ve purchased. Orders contain order products for each of your quote lines. You can contract the order record to track its subscription products. You can also create invoices from your order. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’16 and later |
The Salesforce CPQ managed package continues to be available for existing customers, however, there is no longer any new feature development. We will continue to provide support and services for the duration of your contract. You can also add more user licenses to your Salesforce org during your current subscription term and renew existing subscriptions.
For a more comprehensive and robust CPQ solution, we recommend exploring Revenue Cloud.
- Set Up Salesforce CPQ Orders
Configure Salesforce CPQ to use CPQ features on the order and order product objects. (Salesforce CPQ Managed Package) - Guidelines for Setting Up Salesforce CPQ Orders
When setting up orders, review guidelines related to setup and pricing. (Salesforce CPQ Managed Package) - Create 1 Order Per Quote
Create an order that contains every quote line from your quote. (Salesforce CPQ Managed Package) - Create Multiple Orders from a Quote
If your Salesforce CPQ org has Allow Multiple Orders enabled, sales reps can split order products between orders manually, by quote line field, or by quote line group. They can also edit a deactivated an uncontracted quote to adjust order product quantities. (Salesforce CPQ Managed Package) - Manage Dates for Your Orders and Order Products
Change the start dates and end dates on your orders and order products during or after order creation. (Salesforce CPQ Managed Package) - Generate Accurate Revenue Reports with Bookings
We added fields to orders and order products so that your company can report on bookings that exclude evergreen subscriptions on order products. Specify which order products are included or excluded from bookings and see the order product’s calculated bookings amount and total price. (Salesforce CPQ Managed Package) - Set Up Tax Exemption on Your Account
Create a tax exemption certificate in Salesforce CPQ and associate it with your account. When your account has an active tax exemption certificate, Salesforce CPQ changes the account’s Tax-Exempt field from No to Yes. ISV tax providers can use this field as a flag to determine whether they want to apply tax to the account’s transactions. (Salesforce CPQ Managed Package) - Order Fields for Salesforce CPQ and Billing
The Order object contains fields for both the CPQ and the Billing packages. API names for Billing package fields use the sbqq__ prefix. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package) - Order Product Fields for Salesforce CPQ and Billing
The CPQ Order Product object contains fields for both the CPQ and Billing packages. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package) - Salesforce CPQ Quote to Order Field Mapping
Salesforce CPQ includes several important fields that map between products, quotes, orders, quote lines, and order products. Review information about these fields to understand data flow and the implications of overriding fields. (Salesforce CPQ Managed Package) - Order Permissions in Salesforce CPQ
Depending on your settings and your company’s internal processes, it can be necessary to customize order permissions for your users. (Salesforce CPQ Managed Package)
