All, seeking advice on how best to design this with Actions and Flow. Enterprise Edition with Salesforce CPQ. When a sales rep receives an order, the rep creates a case of type "booking." The case then passes through other teams (contracts, orders, accounting) for various actions. On the bookings case, I would like to add a button action named "Send to ERP," that goes to the related CPQ quote and sets Ordered to True. This creates an order record. On the order record is a CPQ managed-package button named Activate, which sets the order's status to Activated and runs other CPQ processes in the background. The "Send to ERP" button action process (flow?) on the case should then find the order record and push the "Activate" button. Once that is done, a platform event picks up the order record and passes it to the ERP via an integration.
My questions: What is the best design advice here? Can a single action button on the case record check the box to create the order, then find the new order record and push the Activated button on it? Should this be a flow orchestration (which we've never used)? Thanks in advance.
Great! Hope you complete this now. Let me know if you have any doubts. Happy to help :)
