Get Started with Salesforce CPQ Order Generation
After completing this unit, you’ll be able to:
- Describe the business purpose of the Order and Order Product objects.
- Identify how Salesforce CPQ simplifies order management.
- Set up a special org to complete activities and hands-on challenges.
Have you ever ordered pizza for a group of friends or family? As the person responsible for dinner, you want to get the toppings just right and have the pizza delivered before everyone gets too hungry. Also, you want to know how much everything costs so you can have the money ready when the pizza arrives. Thankfully, most pizzerias let you place orders online, so you get exactly what you need, when you need it, for a price everyone agrees to.
An order, whether it’s for supreme pizzas or solar panels, is a promise by a company to provide specific goods or services to a customer, at an agreed time and price. This helps with both order fulfillment and reporting on bookings—two critical responsibilities for every company. Sales Operations teams track such commitments to their customers using Order and Order Product records.
Order records are mainly used to group together Order Product records, while capturing high-level details, such as:
- A lookup to an account
- Billing Address and Shipping Address
- Order Start Date and Order End Date to use for provisioning or delivering
- Total Amount (based on a sum of order product prices)
Each Order Product record individually defines everything you’ve committed to your customer, capturing this information:
- A lookup to a product
- List Price, Unit Price, and Total Price
- Start Date and End Date (so provisioning or delivering can be defined product by product)
In a typical sales process, orders are created after the sales team does a lot of pre-work. Starting with an opportunity record, a sales rep makes one or more quotes to use for negotiating prices with the customer. They obtain internal approval for their discounts, and then get signatures from the customer on the finalized quote. It’s only at this point that Sales Ops will step in to create an order based on the quote.
Although it’s possible for Sales Ops to create orders manually, the process is tedious and opens the door for mistakes. Thankfully, there’s a more efficient way to create your orders if you’re using Salesforce CPQ.
Salesforce CPQ already knows everything about the sale: products, prices, quantities, and start and end dates. It’s all there in the quote. So with only a few clicks, you can tell CPQ to use that information to automatically generate an Order and all of its Order Products. This makes creating orders faster and more accurate.
To complete this module, you need a special Developer Edition org that contains Salesforce CPQ and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module. Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.
Even if you've recently signed up for a special CPQ-enabled Developer Edition org, sign up for a new one now. We're always adding new data. Also note that the Salesforce CPQ managed package expires after 90 days, so you may need a new org anyway.
- Sign up for a free Developer Edition org with Salesforce CPQ.
- Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique—but it doesn't need to be a valid email account (for example, firstname.lastname@example.org).
- After you fill out the form, click Sign me up. A confirmation message appears.
- When you receive the activation email (this might take a few minutes), open it and click Verify Account.
- Complete your registration by setting your password and challenge question. Tip: Write down your username, password, and login URL for easy access later.
- You are logged in to your Developer Edition.
Now connect your new Developer Edition org to Trailhead.
- Make sure you're logged in to your Trailhead account.
- In the Challenge section at the bottom of this page, select Log into a Developer Edition from the picklist.
- On the login screen, enter the username and password for the Developer Edition you just set up.
- On the Allow Access? screen, click Allow.
- On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
Now that you have a Salesforce CPQ-enabled org, you’re ready to learn how to use Salesforce CPQ to generate orders from quotes.