My preferred solution is to create a checkbox field on the Opportunity called “Generate Order” so that we can create a simple Update Record Lightning action on the page layout to launch this process. Some folks may want to simply generate orders when an Opportunity is set to a “Closed Won” stage other clients may require some post-sale actions prior to producing orders for fulfillment or synchronization to finance systems. ![]() Starting Object: Opportunity (when a record is created or edited)Ĭondition: This is up to your discretion. Process #1: Generate Order from Opportunity This doesn’t necessarily need to be on the page layout, but might be helpful to see while you’re testing your work. Create a lookup relationship to the Order object, called something like Generated Order.Create a checkbox field called something like Create Order Product. ![]()
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