Salesforce Orders

Salesforce Orders brings Sales and Service processes closer to one another and bridges the GAP between Sales Cloud and Service Cloud.

Introduced in Spring ’14, Salesforce Orders create an agreement between your company and a customer to provision services or deliver products with a known quantity, price and time. Salesforce Orders brings Sales and Service processes closer to one another and bridges the GAP between Sales Cloud and Service Cloud. One can create Orders from Contracts and/or Accounts. Reduction Orders and Negative Quantity allows users to process returns and reduce services. After an order is created – Account and Contract fields on an Order cannot be modified. Orders follow the sharing model of it’s Account. Some considerations: Users must have the “Active Orders” … Read More