Review considerations, guidelines, and limitations for using orders.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Guidelines for Creating Orders
When you’re creating orders, make sure that you follow key guidelines. - Editing and Deletion Limitations for Orders and Reduction Orders
Some fields aren’t editable after an order is created. Others aren’t editable after an order has been reduced. - Considerations for Activation Limitations
Protect the integrity of your order data with activation limitations for orders and reduction orders. - Salesforce CPQ Reduction Orders Limitations
When you work with reduction orders in Salesforce CPQ, some limitations apply. We recommend using Salesforce CPQ amendments instead. - Editing and Deletion Considerations for Order Products
Depending on whether the parent order has been activated or reduced, limitations on when you can edit or delete order products apply. - Order Fields
Your page layout and field-level security settings determine which fields are visible and editable. - Order Product Fields
Your page layout and field-level security settings determine which fields are visible and editable. - New Order Save Behavior
New Order Save Behavior allows Salesforce to run custom application logic whenever an order product update causes a change to the parent order. You can activate New Order Save Behavior in Salesforce settings. - Enable New Order Save Behavior
Enable New Order Save Behavior in Salesforce with a release update.