Orders and Order Line Items
In this section, we will look at the capabilities of Sales Cloud for capturing placed orders and managing them through a process. Then, we’ll explore some key considerations and what happens in practice.
These objects are commonly used as an integration point between front- and back-office systems, such as to connect your Sales Cloud instance with an enterprise resource planning (ERP) tool that is hosted elsewhere.
Sales Cloud capabilities
These Objects have the same parent-child structure that we see with Opportunity and Opportunity Products and Quotes and Quote Line Items, with a header parent record and child records that capture the individual products and services.
Order
The Order Object captures the headline details of what a customer has purchased. If Opportunity Products are also used, then Order Line Items can be set up to enable a corresponding set of Order Line Items to be created. In this case, the Order record acts as a...
