Create a Student Financial Order

Create an academic order for one or more learners with the Salesforce provided Create Learner Order invocable action.

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.

The Create Learner Order invocable action creates:

  • An order for a given learner
  • An associated academic order for a given learner and academic term

You can incorporate the action into your organization's workflow using flows, business APIs, and OmniStudio Flexcards.

To use the action for bulk calculations, we recommend using a flow and batch management.