Before we get started, be sure to complete the following steps: Go to the managed package settings for the Salesforce CPQ package. Check the box to allow multiple orders. If you don’t see that box, you may not have advanced order management enabled. Contact Salesforce if you need additional assistance with this step.
In our first scenario we will generate multiple orders based on the size of our product. Our supplier that handles orders has retired and now we must now send orders to different suppliers depending on the size. For potions that utilize extra large bottles there is one shop that can handle the orders and for the potions that utilize extra small bottles, they will be filled from another supplier that specialized in those bottles.
The bundled potion trios inside of the backpack (our bundle) cannot be split into different orders. However, we can have one backpack fulfilled by one supplier and the other fulfilled by the other supplier. When we have an order with two different size backpacks that are filled by different suppliers we will get two orders generated. Let’s look at how to do that with Revenue Cloud.
Make sure the quote is primary and the ordered checkbox is marked and then all orders will be generated. If you are trying to generate multiple orders it’s best to use the ordered checkbox. You can manually create them using the create order button – however it will be more manual and labor intensive and not an automated process.
We will split orders using a value from the size picklist. For this example we made the size field pick list on the order products object so that the quote line field for size and the order product field for size can communicate with each other. This allows the data to map. It utilizes something called twin fields in Salesforce CPQ.
Before we get started, be sure to complete the following steps:
Go to the managed package settings for the Salesforce CPQ package.
Check the box to allow multiple orders. If you don’t see that box, you may not have advanced order management enabled. Contact Salesforce if you need additional assistance with this step.
In our first scenario we will generate multiple orders based on the size of our product. Our supplier that handles orders has retired and now we must now send orders to different suppliers depending on the size. For potions that utilize extra large bottles there is one shop that can handle the orders and for the potions that utilize extra small bottles, they will be filled from another supplier that specialized in those bottles.
The bundled potion trios inside of the backpack (our bundle) cannot be split into different orders. This may come up when you do Salesforce Revenue Cloud consulting. However, we can have one backpack fulfilled by one supplier and the other fulfilled by the other supplier. When we have an order with two different size backpacks that are filled by different suppliers we will get two orders generated.
Make sure the quote is primary and the ordered checkbox is marked and then all orders will be generated. In Salesforce CPQ, if you are trying to generate multiple orders it’s best to use the ordered checkbox. You can manually create them using the create order button – however it will be more manual and labor intensive and not an automated process.
We will split orders using a value from the size picklist. For this example we made the size field pick list on the order products object so that the quote line field for size and the order product field for size can communicate with each other. This allows the data to map. It utilizes something called twin fields in Salesforce CPQ where data on one object when another is created if the API names match the data will pass through.
In the next video we will talk about ordering by group, standard order generation, as well as other order processes and topics. Keep in mind your bundles must stay together and you must have CPQ+ in order to see ‘Allow Multiple Orders’ in your package setting.
Use configuration attributes to split orders based on things used widely among your products and avoid tedious data entry use twin fields where data on one object when another is created if the API names match the data will pass through.
In the next video we will talk about ordering by group, standard order generation, as well as other order processes and topics. Keep in mind your bundles must stay together and you must have CPQ+ in order to see ‘Allow Multiple Orders’ in your package setting. Use configuration attributes to split orders based on things used widely among your products and avoid tedious data entry.
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Note: The information in this blog post is still applicable to Salesforce CPQ; however, as of Q1 2025, Salesforce CPQ has been officially deemed End of Sale and Salesforce’s new lifecycle management product has been rebranded to Revenue Cloud (previously named RLM). To view the timeline of CPQ and Revenue Cloud history, click here.
If you’d like to know more regarding the differences between Salesforce CPQ and Salesforce’s new offering, Revenue Cloud (RLM), please click here.
